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Real Estate

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Real Estate

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Wesley R. Jones, CPA, CGMA

Work Life

Areas of Specialization
Wes specializes in working as a business advisor for closely-held businesses, tax planning and compliance for professional corporations, auto dealerships, contractors, real estate developers, retailers, and manufacturers. In addition, Wes occasionally testifies in court as an expert witness and works in the area of estate tax planning and compliance.

Professional Experience
Wes worked for two local CPA firms before starting his own firm with James M. Zaffrann in 1983. He joined WKMR in 1987, when the firm of Jones & Zaffrann, S.C. was acquired by Winter, Kloman, Moter & Repp, S.C. Wes has served as a contributing editor for the CPA Digest and has spoken at the Wisconsin Judicial College on the tax aspects of divorce.

Professional Associations
AICPA, WICPA (served on the Federal Tax Committee and the Member Benefits and Services Committee), Waukesha Rotary Club (chairman of Internal Audit Committee).

Real Life

Education
BBA, Accounting, University of Wisconsin - Whitewater - 1976

Community Service
Wes serves on the Board of Education and Building Committee at St. John's Lutheran Church in Golden Lake.

Interests
Away from the office, Wes enjoys outdoor activities, including: golfing, hunting, fishing, water skiing, hiking, and farm work.

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Curtis W. Disrud, CPA, CGMA

Work Life

Areas of Specialization
Curt specializes in business consulting, tax planning, and audit, review, and compilation services for the real estate, construction, manufacturing, and professional services industries.

Professional Experience
Before joining WKMR in 1988, Curt spent two years with a local accounting firm in North Dakota working primarily in individual and small business taxes.

Professional Associations
AICPA, WICPA

Real Life

Education
BBA, Accounting, with a Minor in Economics and History, University of North Dakota - Grand Forks - 1986

Community Service
Past treasurer of Waukesha County Youth Hockey Association, an organization providing hockey skills training to over 400 children each year. Board member of Kettle Moraine Lacrosse Club, Inc. Curt, with his wife, Traci, formed the Kettle Moraine Lacrosse Club for the school district. Curt is also a coach for the club.

Interests
Curt's varied interests outside of work include: hockey, gardening, wine making, hunting, and genealogical research.

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Whether you are a builder, contractor, developer, broker or property owner, we offer a complete line of accounting and consulting services. Our team of professionals has a thorough understanding of the real estate industry, your specific challenges and compliance needs. Our clients service both the commercial and residential markets. We not only provide them with the standard accounting practices that they need to run their business, but also teach them strategies to keep their business running as smoothly as possible. We’ll help you stay on top of the changes and uncertainties affecting your industry.

WKMR can service you through:

  • Tax planning, analysis and compliance
  • Accounting
  • Business planning
  • Financial planning
  • Cash flow Analysis
  • Succession planning
  • Litigation support

Contact us to find out more about how we can support your success.