At Ludwig & Associates, Ltd., we believe there is a marriage between your investment plan and what ultimately ends up on your tax return. Our corporate goal is to provide you with a centralized location where all of your tax and financial needs can be met. My personal goal is to provide you with a client-centric approach to service.
This means I want to provide you with a vast array of tax and financial services and to develop a relationship with you that helps me address the concerns that are most important to you and your family. Michael R. Ludwig, CPA/PFS, CFP has been a Certified Public Accountant since 1996. He has been a Certified Financial Planner (CFP) since 2011.
This means I want to provide you with a vast array of tax and financial services and to develop a relationship with you that helps me address the concerns that are most important to you and your family. Michael R. Ludwig, CPA/PFS, CFP has been a Certified Public Accountant since 1996. He has been a Certified Financial Planner (CFP) since 2011.
Services
Accurate, well-organized financial records ensure your business operations run more efficiently and will provide insightful financial information for use in both current business decisions and future business opportunities. Financial statement preparation on a monthly/quarterly/annual basis, dependent on the client's needs.
Reviews (4)
Jennifer P.
Apr 10, 2019
Report
A few years ago, my family's regular Tax Guy retired without notice and (also without notice) passed us along to an associate of his. Unfortunately, our experience with him was frustrating. As such, I was looking for a new Tax Guy.
Michael Ludwig graciously took my mom and I on as new clients. He was extremely easy to work with, personable, and accommodated us for appointments that were convenient to our very limited schedule. Further, when I told him I was going to purchase a home soon and needed the tax documents for my pre-approval, he generated my taxes within a week. That was so appreciated
Michael Ludwig graciously took my mom and I on as new clients. He was extremely easy to work with, personable, and accommodated us for appointments that were convenient to our very limited schedule. Further, when I told him I was going to purchase a home soon and needed the tax documents for my pre-approval, he generated my taxes within a week. That was so appreciated
Susan Daunter
Nov 30, 2018
Report
Income tax filing - great service for a very reasonable price! Highly recommend. The owner Michael is friendly, easy to work with, and offers evening and weekend hours. As new clients, we met in late Feb to go over the paperwork for our personal tax return, left it in his hands, and in less than a week he had us ready to file. Answered all questions in as much detail as we wanted. Also offers a full range of other services for financial planning, life insurance, etc.
Tyler D.
Apr 04, 2017
Report
I actually live and work in Texas, but I was referred to Ludwig & Associates. Mike has done my taxes for two years now and he does a fantastic job. He's always been very accessible by email and phone and when I was finally in town for a couple days, he made it very easy to come see him in person. More than just doing my taxes and giving advice, he has been able to help get me organized so that not only is filing taxes easier, but I can now make better decisions during the year to manage my business, make money, and save money. Thanks, Mike!
Wayne K.
Jan 14, 2017
Report
