Madison CPAs
About Us
What We Do \
More Than Just Numbers: Your Partners in Success
To serve as your trusted advisors by building genuine relationships rooted in integrity and expertise. We are dedicated to understanding your unique goals and providing the strategic guidance necessary to help you build your future with confidence.
Our Approach \
Building Lasting Relationships
We value long-standing relationships and work hard to maintain them. Our commitment begins with taking a genuine interest in you and your unique definition of success. We foster a two-way dialogue, ensuring you feel heard and valued as a trusted partner in your financial journey.
Our Team \
The Lattice team
Heidi Schultz CPA
Investment Advisor Representative
Heidi Schultz earned her Bachelor of Business Administration degree from the University of Wisconsin – Madison. She is a licensed CPA and has spent her entire career in public accounting. She takes pleasure in collaborating with her clients and possesses extensive experience in both business and individual tax issues.
For investment servics please go to bakerschultz.com.
Dennis Baker EA, CFP®
Investment Advisor Representative
Denny began his business career in 1982 by establishing an accounting and income tax firm. He holds a Bachelor of Business Administration in Accounting and Business Management from Madison Business College. He is an Enrolled Agent authorized to practice before the IRS. Denny is committed to providing his clients with personalized, hands-on service and fostering long-term relationships.
For investment servics please go to bakerschultz.com.
Dan Schleiter CPA
Dan earned his Bachelor of Science in Accountancy degree from DePaul University in Chicago. He is currently in his 30th year as a licensed CPA and has spent the majority of that time in a public accounting environment. Dan specializes in accounting and taxation for small to mid-sized businesses as well as individual clients. He focuses on understanding his client’s needs and building long-term relationships.
Marcus Ott EA
Investment Advisor Representative
Marcus obtained his Bachelor of Science degree from the University of Wisconsin Whitewater, where he studied criminology and business. He also has an Associate’s degree in accounting. Marcus has over five years of experience assisting clients with tax preparation. June 2024, he earned his Enrolled Agent (EA) credential, enrolling him to practice before the IRS.
For investment servics please go to bakerschultz.com.
Zoe Huff
Administrative Assistant
Office Manager Zoe delivers excellent customer service to clients both at the front desk and via phone. She oversees our office operations, ensuring everything functions seamlessly. Zoe holds a Bachelor of Fine Arts in Studio Art from Covenant College, along with a minor in Art History.
How We Work \
Committed to Your Success
Your success is our success. We integrate business and personal financial planning to get a clear, holistic picture of your needs, providing insightful, proactive advice to help you make informed decisions. We judge our own performance by your achievements, serving as your dedicated advocate every step of the way.