Palladium Tax Advisors CPA was created in 2024 and is a CPA firm that provides a holistic tax view for individuals and small business owners. The services include tax planning, tax education and tax return preparation. We value the relationship between the client and the Palladium, but we show more than tell with our experience and ability to find new ways to save you money.
We believe that you deserve a proper relationship with your accountant, and we do that by meeting with you more than just at tax time. Our structure is built around talking to you throughout the year so that we are up to date on your tax position and give insight into how to help you save even more money.
Palladium Tax Advisors CPA is committed to being the best at what we do, and we’ve seen an opportunity to become the powerhouse in Madison within the tax advisory community. We want long-term relationships with our clients.
Mike Kollath
Founder, CPA
Mike has more than 30 years of experience as a CPA, working in industry with other CPA firms. Most recently he founded, grew and sold Kollath & Associates, CPA LLC. He has extensive tax experience, including:
-
- Federal individual and business tax return preparation and review
- Individual and business state tax returns (all 50 states)
- Tax planning saving many thousands of dollars
- Mergers and acquisitions
- Consolidated tax returns
Noah Mesdjian
Accountant
Noah graduated from Edgewood College with a degree in accounting in 2023. He has prior experience working with tax returns and continues pushing for his master’s in taxation so that no tax law is unknown to him. He graduated knowing that he would use his degree for more than just being good with numbers. Noah has taken on the role at Palladium with an understanding that he is more than just an accountant for his clients; he is a key factor in their financial wellbeing knowing that their tax liability will never be a surprise to them. Noah enjoys playing soccer and spending time with friends and family in his free time.
Tax Advisory Subscriptions
Here at Palladium, we offer a different style of tax advisory for our clients, which comes with plans that offer different packages, including Silver, Gold, and Palladium plans. Each plan has set parameters of meetings and tax planning sessions per year. We charge a monthly subscription based on the complexity of your tax situation and the plan chosen. The table below shows what is included in each subscription.
Features |
Silver |
Gold |
Platinum |
|
Federal income tax return preparation |
X |
X |
X |
| State income tax return preparation (# of returns) |
1 |
2 |
5 |
|
Phone meetings during the year |
1 |
2 |
Unlimited |
|
Basic tax planning level |
1 |
2 |
3 |
|
In-Person Meetings per Year |
1 |
2 |
3 |
| Tax education session |
X |
||
| Detailed tax planning |
X |
X |
|
| Tax notice responses (accounting fees only) |
X |
X |
X |
| IRS/state audits (accounting fees only) |
X |
X |
X |
Each plan represents how much you want out of Palladium, and we are more than happy to provide these services for you!