William J.. Krause CPA, P.C.
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About
William J. Krause CPA, P.C. is a certified public accounting firm that provides tax preparation, payroll, business consulting and other accounting services to individuals, corporations, partnerships, estates, trusts and nonprofit organizations. The brochure describes tax and business advisory work as the firm’s principal services and does not position the firm as a direct wealth manager.
When clients seek investment services, William J. Krause operates as a solicitor and consultant through formal alliances with UBS Financial Services Inc. and Morgan Stanley Smith Barney, LLC, with investment accounts opened, reviewed and maintained by those broker‑dealers rather than by the firm. Clients are provided the broker‑dealers’ disclosure materials before entering into arrangements, and the firm states its role and responsibilities up front.
Noteworthy for a team firm, it combines traditional CPA practices with a formal CPA alliance to refer and consult on brokerage services and receives solicitation/consultation compensation from those broker‑dealers instead of charging percentage‑of‑assets or providing portfolio management itself. The brochure also highlights conflict‑management steps—segregating client information and disclosing the firm’s role prior to meetings—underscoring its continued focus on accounting and tax services rather than direct asset management.
Client services
Expertise
Fee options
Up to 25% of management fees paid to UBS Financial Services Inc. or Morgan Stanley Smith Barney, LLC for solicitation and/or consultation.
Main office
8 Gov. Wentworth Hwy.
Wolfeboro NH 03894
Advisors at this office
2
Most active in
Massachusetts · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
Matthew K
Wolfeboro, NH
William J.. Krause CPA, P.C.
Matthew Krause is a financial professional with 16 years of industry experience, currently at William J. Krause CPA, P.C., where he has worked since 2005. The firm is a certified public accounting practice offering tax preparation, payroll, business consulting, and other accounting services to a range of clients, including individuals, corporations, partnerships, estates, trusts, and nonprofit organizations. When clients require investment services, William J. Krause CPA, P.C. acts as a solicitor and consultant through alliances with UBS Financial Services Inc. and Morgan Stanley Smith Barney, LLC, with investment accounts managed directly by those broker-dealers.
William K
Wolfeboro, NH
William J.. Krause CPA, P.C.
William Krause is a CPA with 21 years at William J. Krause CPA, P.C. and 14 years of industry experience. He leads a team of eight advisors based in Wolfeboro, NH. William J. Krause CPA, P.C. is a certified public accounting firm providing tax preparation, payroll, business consulting, and other accounting services to individuals, corporations, partnerships, estates, trusts, and nonprofit organizations. The firm focuses primarily on tax and business advisory work and operates as a solicitor and consultant for investment services through formal alliances with UBS Financial Services Inc. and Morgan Stanley Smith Barney, LLC.
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