Member Discounts & Partners

Maximize your membership with discounts from these WICPA Affinity Partners and member benefit providers.

  • Associated Bank Private Wealth

    Associated Bank Private Wealth provides individuals and organizations access to a full suite of financial and wealth planning solutions all built around your unique needs, including employer retirement plan solutions, customized investment management, exclusive private banking services, and comprehensive trust and estate services.

  • Bank-A-Count Corp.

    Bank-A-Count Corp. is a leading national printer of business checks located in central Wisconsin with an unwavering focus on low prices and exceptional customer service. We offer a variety of complementary items, including deposit products and pre-inked stamps as well as custom print and mailing services.

  • CPACharge

    CPACharge makes it easy for accounting industry professionals to securely accept payments in person, online or on the go — with no equipment or swipe required. As an affinity partner of the WICPA, we offer members competitive pricing, plus zero setup, application, annual or cancellation fees.

  • CTaccess

    CTaccess is a technology performance company. We use technology to improve how people work. As a managed service provider, we outsource your IT completely or co-manage it with an existing team member. We also specialize in automating business processes with electronic workflow, artificial intelligence and e-form solutions.

  • EPSA USA

    EPSA USA partners with CPAs to help companies of all sizes maximize tax savings through incentives like the R&D tax credit, 179D deduction and Section 174 amortization. Our team of experts ensures IRS compliance while delivering exceptional results.

  • M3 Insurance

    M3 is a top insurance broker and risk management firm in America. We're leaders in the products we represent and the industries we serve. M3's people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance and provide employee benefits.

  • Pearl Insurance

    With comprehensive and competitively priced coverage, Pearl Insurance has provided professional liability insurance to accountants for 60 years. Our team is continuously evolving our insurance plans, ensuring we stay ahead of the curve as an industry leader with coverage that is responsive to the needs of accounting professionals.

  • Spectrum Investment Advisors

    Spectrum Investment Advisors is dedicated to clients' financial wellness and committed to supporting financially secure retirements. Spectrum co-sponsors an annual Retirement Plan Investment Seminar, where WICPA members can earn CPE credits and work directly with Spectrum for consultation on retirement plan programs as well as available wealth/asset management services.

  • von Briesen & Roper, s.c.

    von Briesen & Roper, s.c. is a full‐service law firm with seasoned experience in local, state, federal and international tax matters. From our offices throughout Wisconsin, we partner with CPAs on business transactions and dispositions, mergers, business valuations, employee benefits, employment, tax exemption, intellectual property, audits, tax controversies and more.

  • Waukesha State Bank

    Waukesha State Bank is one of the largest, independently owned banks in Wisconsin. Our goal is to provide a superior business banking experience through a consultative approach backed by expertise, flexibility, local support and friendliness. We are eager to support not only businesses but individuals and families, too. Member FDIC.