About Us

0-2header-aboutusABOUT THE FIRM

Simplified Tax was started in 1965 by Willard (Bill) Schowalter and was part of a franchise know as Simplified Tax Records.  Bill’s daughter, Louise Sonday purchased the business from Bill in 1975.  Bill continued to work for Louise until his death in 1983.  The business was moved to its present location at 121 West Franklin Street in Sparta Wisconsin.  The location was a small home that has been remodeled and added onto several times and is a professional building today.

Simplified Tax incorporated in 1988 in Sparta, Wisconsin.  In 2006, Louise sold the business to Jerald Nelson and Brian Miller and the business continues to serve Sparta, WIsconson and surrounding cities.  The company started small and has had consistent growth.  We currently have a staff of 8 professional working out of the Sparta office.  We service the area with all types of income tax preparation, as well as providing computerized accounting and Quickbooks support for small and medium businesses.

We take pride in providing business with extra services that many larger tax firms do not do.  These include services such as payroll check writing, Quickbooks training, business advisory services, estate planning, business succession planning and tax planning.  We are known for our friendly and personal small business atmospheres.

We work hard to meet the expectations of our clients. Whether you are just getting started in business, or already have a successful enterprise, Simplified Tax, Inc can be a most valued partner.

Simplified Tax, Inc participates in the organizations:
Wisconsin Association of Accountants
National Society of Accountants
National Association of Tax Practitioners
Sparta Chamber of Commerce

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Jerald Nelson

JERALD W. NELSON, PRESIDENT

Jerald Nelson is a Vietnam era Veteran and attended Chippewa Valley Technical College graduating with an Associate Degree in Accounting.  He enrolled to practice before the Internal Revenue Service and is accredited by the National Society of Accountants as an accredited Business Accountant and accredited Tax Advisor.  He is a two time president of the Wisconsin Association of Accountants and served on the board of directors for many years.

Jerald has 43 years of experience in the accounting industry.He specializes in preparation of individual, business, farm, partnership, corporation and estate taxes.  He has been advising owners of small businesses his entire career.  In addition, he advises clientèle in regard to business succession planning, and estate planning.

Jerald looks forward to assisting you with any of your tax questions, concerns or needs.


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Brian Miller

BRIAN MILLER, VICE PRESIDENT

Brian Miller is a life-long Sparta native and a 1989 graduate of Sparta High School. He graduated from University of Wisconsin in La Crosse WI, receiving his bachelors degree in accounting in 1993.

After graduating in 1993, Brian joined a local public accounting firm and worked for 10 years and then 3 years as controller for Coulee Catholic Schools. Brian joined Jerald in January of 2006. Brian has extensive experience in the areas restaurant accounting because of his involvement in several fast food restaurant in the Midwest. Brian owns many rental properties in tri-state area.

Brian lives in Onalaska with his wife and 5 children. Brian looks forward to assisting you with any of your tax questions, concerns or needs.


Utilizing Simplified Tax, Inc for your individual tax return or your small business accounting may be the best decision you will make. We will assist you through the maze of income tax filing. We will accompany you in case of audit. We will assist you with all your business accounting and office management needs. We want to be your total tax and accounting professionals.