• What We Do
  • Who We Are
    • Firm Profile
    • Staff
  • Resources
    • Forms, Documents & Links
    • Refund Tracker
  • Client Center
    • Document Exchange
Get In Touch
  • What We Do
  • Who We Are
    • Firm Profile
    • Staff
  • Resources
    • Forms, Documents & Links
    • Refund Tracker
Get In Touch

Apps

Select online apps from the list at the right. You'll find everything you need to conduct business with us.

netclient-cs-logo

Document Exchange

NetClient CS

Jim Spiegelberg, CPA

President

Karen Spiegelberg, CPA

Vice President

Sam Micale

Senior Tax Director

Marla Cherti

Administrative Assistant

John Micolajczak

Tax Manager

Paul Gorski, CPA

Tax Manager

Adrienne Krueger

Accountant

Sam Johnson

Senior Accountant

Cindy Kuehn

Tax Manager

Paul Provo

Tax Manager

Carrie Maaske

Payroll Advisor

Erica Koester

Client Services Coordinator

Angie Gabb

Accounting Assistant

Contact Us

Wauwatosa Office

11933 West Burleigh St
Wauwatosa, WI 53222

p:  (414) 777-1040

f:  (414) 777-1099

e:  info@spiegelbergfinancial.com

AICPA logo

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC

Investment advisory services offered through Avantax Advisory Services℠

Insurance offered through an affiliated insurance company.

This site is published for residents of the United States only. Financial Professionals of Avantax Investment Services℠ may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Avantax Investment Services℠ site at www.Avantax.com, or visit 11933 W Burleigh St, Wauwatosa WI 53222.

From SIPC to www.sipc.org

From FINRA to www.finra.org

From Important Information and Form CRS to https://www.avantax.com/disclosures

Copyright © 2025 Spiegelberg Financial Services

website powered by Rightworks