About Belt Accounting & Tax

GET TO KNOW OUR TEAM

We love label makers, color-coded files, and all things organization. Systems and spreadsheets are our friends. And a strategic conversation about your future and your financials is our favorite lunchtime topic. It’s a balanced approach to the big picture things and the ever so important details.

At Belt Accounting & Tax, we’ve designed this “accounting engine” with a focus on access, accuracy and affordability, and of course, saving you time. Whether you are simply seeking a “tax home” or are intrigued about our Flat Rate Small Business Advisory Packages, look to our team as your local partner in accounting and tax.

COMMUNITY INVOLVEMENT

One thing you will notice about Belt Accounting & Tax is our commitment to the local community. Education, involvement, ongoing partnerships, and relationships are values we are extremely passionate about. You will likely see us out and about at events and programs through the following organizations:

  • Brookfield Chamber of Commerce
  • Delafield Chamber of Commerce
  • Metropolitan Builders Association
  • Pewaukee Chamber of Commerce
  • Waukesha County Business Alliance

CONTINUING PROFESSIONAL EDUCATION

Educating Our Team to Better Serve You!

In order to stay informed and educated on current tax laws and accounting practices, our team members are required to receive ongoing training on a wide range of topics. Our team earns a minimum of 40 hours of continuing professional education (CPE) credits each year with the ultimate goal of staying educated on pertinent information and improving our ability to serve you, our client! From the areas of accounting and taxation to business management, administration, and ethics, our team earns continuing professional education credits from the following sources:

  • National Association of Tax Professionals (NATP)
  • Thomas Reuters – Tax Software Training
  • Intuit – QuickBooks Training

OUR TEAM

Work. Life. Balanced. What does that mean to us? It means that the long hours of tax season are perfectly complemented by the friendships we form with our clients. It means that answering that weekend email is offset by the trust and responsiveness that is built in doing so. It means that we work hard, and then we play hard. That’s what our team is all about. We invite you to get to know more about the Belt Accounting & Tax team, your partners in small business financial success!

KELLI BELT, CPA

EMAIL KELLI

Kelli Belt - Owner

Kelli has been in the financial services industry for over 10 years, working in public and private accounting. Missing the excitement of business ownership and working with small businesses, she started Belt Accounting & Tax in 2014. Her primary focus areas include business tax preparation, tax planning, and business and tax advising.

Through community involvement, networking, and teaching Kelli goes beyond the norm by connecting with people, building trust, and educating her clients and prospective clients. Kelli is a person who “gets things done” through teamwork, partnerships, and relationships. With a passion and enthusiasm, she loves meeting new people and helping clients succeed in new ways.

In her free time, she enjoys spending time outdoors with her husband and daughter. Whether it’s a trip to the Wisconsin Dells, skiing during the winter, or being out on the boat in the summer, it’s all about relaxing with friends and family.

Certifications:

  • Certified Public Accountant (CPA)
  • QuickBooks Pro Advisor

Affiliations:

  • National Association of Tax Professionals (NATP)
  • Metropolitan Builders Association, Associate Advisory Board Member
  • Brookfield Chamber of Commerce
  • MBA Finance Committee Co-Chair

PATTI MAYNARD, CPA

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Patti Maynard - Accountant

Patti joined Belt Accounting & Tax in 2014 after working with her daughter Kelli at Maynard & Belt Certified Public Accountants for over six years. Her primary focus with Belt Accounting & Tax is on business and personal tax planning and preparation. She has worked with small and medium-sized business throughout her career and loves interacting with her clients and helping them solve all their tax needs.

In addition to her work with Belt, Patti served as an Accounting Instructor at Waukesha County Technical College for over 25 years and is an active member of the Brookfield Chamber of Commerce.

Outside of work, Patti spends time her time with family and friends and enjoys taking care of her grandkids. In the summer, you can find her on Pewaukee Lake boating, paddle boarding, kayaking, or floating.

Certifications:

  • Certified Public Accountant (CPA)

Affiliations:

  • Brookfield Chamber of Commerce

RICH MUELLER, ABA

EMAIL RICH

Rich Mueller - Accounting Manager

Rich has more than 40 years of accounting experience, 20 of which he spent running his own accounting firm. He primarily focuses on the business side of accounting and tax preparation, helping small business clients balance and reconcile accounts, manage cash flow, process payroll, and file tax returns among many other responsibilities. Partnering with local Wisconsin businesses, consulting with clients, and making a difference in their business are just a few of the reasons Rich loves being an accountant.

His hobbies include attending his children’s sporting events, following the state’s biggest sports teams, the Packers, Bucks, and Brewers, as well as any type of travel that you can imagine!

Certifications:

  • Public Accountant-Associate Degree WCTC
  • Accredited Business Accountant (ABA)

Affiliations:

  • Wisconsin Association of Accountants – Member

ABBEY GROSSMAN

EMAIL ABBEY

Abbey Grossman - Admin Coordinator & Accounting Assistant

Abbey joined Belt Accounting & Tax in 2023 after working in the financial industry at Bank of Montreal for close to 10 years. She has years of experience in counseling clients with new business and home lending while nurturing client relationships along the way. Her primary role is Administrative Coordinator & Accounting Assistant and providing an excellent customer experience.
Outside of work, Abbey enjoys spending time with family and friends, baking, and watching Christmas movies no matter what time of year.

KATIE BURNETT

EMAIL KATIE

Katie Burnett - Tax Accountant

Katie is an Accountant joining the Belt team in February 2022 with an Associate’s Degree from MATC in business.  Her favorite holiday is Halloween, which also happens to be her birthday. She Likes to spend time playing video games, going to music festivals, traveling and hanging out with family. She moonlights as a social media content manager for a Canadian band called Adventure Club.

Katie also enjoys the outdoors whether it’s camping or hiking…and she probably has the world’s lowest blood pressure because she’s always chill and never lets anything get to her!

RUSTLER

Rustler - Client Greeter

Our friendly Yellow Lab, Rustler has become a favorite employee for many of our clients. His primary responsibilities consist of greeting clients as they walk in the office, helping boost employee morale during the busy tax season, and napping during important client meetings.

When not entertaining clients at the office, Rustler loves visiting doggy daycare, playing fetch with his family, and being on the lake during the summer.

Certifications:

  • Certified Client Greeter

Affiliations:

  • American Kennel Club

SCHEDULE AN APPOINTMENT WITH OUR TEAM

Schedule an Appointment
Request Personal Tax Quote