Tax Prep Advocates Expands Small Business Grants and Tax Credits Presence with a New Agency in Milwaukee, Wisconsin, Under the Leadership of CRO David Valencia


Milwaukee, Wisconsin - February 13, 2024. Demonstrating its commitment to advancing its reach and enhancing support for the small and medium-sized business community, Tax Prep Advocates is pleased to announce the inauguration of a new agency in Milwaukee, Wisconsin. Spearheaded by Chief Revenue Officer David Valencia, this strategic expansion marks a significant milestone in the company's dedication to providing tailored accounting and consulting services for the self-employed.

The newly established agency is poised to specialize in delivering personalized accounting and consulting services with a primary focus on Research and Development Tax Credits (R&D). This strategic move aligns with Tax Prep Advocates' commitment to staying ahead of industry trends and delivering comprehensive support to local businesses navigating the complexities of Wisconsin tax regulations.

David Valencia, the CRO of Small Business Grants and Tax Credits - Milwaukee, brings a wealth of expertise and leadership to Tax Prep Advocates. With a proven track record in providing strategic financial solutions, Valencia is well-positioned to guide the Milwaukee agency in becoming a hub of excellence in accounting and consulting services.

The newly established agency will offer specialized assistance to the business community, providing tailored solutions to address the unique challenges faced by this dynamic sector. Specifically, the agency will place a significant emphasis on guiding clients through the intricacies of government-sponsored small business grants and business stimulus tax programs, ensuring they maximize their eligible benefits.

Known for excellence in tax preparation and consulting services, Tax Prep Advocates' decision to open a new agency in Milwaukee underscores the company's commitment to bringing unparalleled expertise to a wider audience. Leveraging the skills of David Valencia and the dedicated team at the Milwaukee agency, Tax Prep Advocates aims to establish new standards for quality service delivery in the realm of business grants and tax credits.

With the inauguration of the Milwaukee agency, Tax Prep Advocates seeks to demystify government programs and tax credits related to Research and Development, empowering clients with the knowledge and resources they need to confidently navigate the complexities of these business stimulus programs.


About Tax Prep Advocates

Tax Prep Advocates is a leading name in the tax preparation industry, renowned for its commitment to delivering exceptional services to the small business community. With a team of seasoned professionals and a forward-thinking approach, Tax Prep Advocates continues to be a trusted partner for individuals seeking expert guidance on tax-related matters.


For further information, please contact:

David Valencia, CRO

Small Business Grants and Tax Credits - Milwaukee

Tax Prep Advocates

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Tax Prep Advocates is a provider of back-office services, including bookkeeping, controller services, and CFO services.

Tax Prep Advocates is not a public accounting firm and does not provide services that would require a license to practice public accountancy.