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*Ross Helein, CPA

*Ross Helein, CPA

Certified Public Accountant

Ross graduated from UW-Oshkosh in 2013 with a double major in Accounting and Finance and a double minor in Insurance and Financial Planning. He joined Tax Management Services in November 2021 as a Certified Public Accountant. 

The first five years of his career were spent in public accounting with a primary focus on local small to medium sized businesses and a secondary focus on individuals and trusts/estates. After making a switch to private industry for several years, Ross returns to public accounting with a refreshed mindset and looking to serve clients once more. Having seen both sides of accounting needs, he can provide a unique perspective to his business clients.

Ross is an avid believer in staying busy; he enjoys being outdoors with his wonderful wife Kylie, their energetic son Jimmy, daughter Elise and dog Ranger.  Hunting, cooking, camping, boating, fishing, gardening, entertaining family & friends, and coaching high school track & field are some of his passions. And of course, he is a big fan of the Green Bay Packers!

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*Ross is not affiliated with Osaic Wealth.