A complete list of active advisors currently associated with William J.. Krause CPA, P.C.

Warmer can help you find a great advisor at William J.. Krause CPA, P.C. or one who fits your needs even better.

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.

To learn more about the advisors currently working at William J.. Krause CPA, P.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.