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Hammernik & Associates BBB Business Review


Dale Hammernik, EA, CTC

Certified Tax Coach – Business Consultant – Author

Dale Hammernik is a tax and business consultant with a passion for helping individuals and small business owners achieve greater success and the freedom they are looking for.

With 30 years of experience as a consultant and adviser, he loves to use his own specialist knowledge and expertise to help others – whether they are individuals, startups or long-established companies. As an Enrolled Agent, Dale carries the highest credential awarded by the IRS. He also holds the A.T.A. designation as an accredited Tax Advisor along with being a certified tax coach. Dale is a published author of the book,“Straight Talk About Small Business Success in Wisconsin” and co-author of the Best Seller, “The Great Tax Escape”.

He believes that if you are not growing in business, you are going out of business. Dale says, “I want my business to set the standard in the tax and accounting industry, providing five-star service and using my expert advice to help others become more successful and find the freedom they are seeking.”

Dale has been the go to guy for tax advice from the local TV stations such as WTMJ 4 & Fox News. It was the motivation to help others that led him to start his own practice: “I love to teach others how to succeed in business and achieve personal financial freedom.”

He believes his own experience helps him provide better advice to others. “I learned a lot from the experience of starting the business and from the ups and downs over more than thirty years. I’m still growing and learning every day.”

He believes strongly in the importance of education to help business owners succeed and his firm actively gives clients information to help them make the best possible business decisions. Outside of work, Dale and his wife have three children and he coaches youth sports. As well as contributing to the community and assisting young people, he believes coaching sports allows him to both use and develop his consulting skills.

Email: [email protected]

Nicholas Hammernik, EA, CTC

Certified Tax Coach – Marketing Director

Nicholas Hammernik is a Certified Tax Coach, with a background in marketing and coaching.

As an Enrolled Agent, Nick carries the highest credential awarded by the IRS. He believes it is important to relate with each individual client to better suit their specific situation and needs.

Nick is heavily involved in local organizations. Nick volunteers his time with the Wisconsin Women’s Business Initiative Corporation. WWBIC’s mission is to help individuals achieve their dreams of some day owning their own business.

A 2008 graduate from the University of Wisconsin-Whitewater, Nick believes it is important to soak up as much knowledge as possible and to pass it on to anyone that will listen. His key to success is setting goals and writing them down.

Outside of the office, Nick spends most of his time involved in sports. He enjoys attending sporting events and it his lifetime goal to visit every Major League Baseball stadium. Most summer nights you will find him playing softball with his friends.

If you want to know anything else about him, just ask! He is ready to help you achieve all of your financial goals!

Email: [email protected]

David Biskup, EA

Tax Adviser – Tax Resolution Consultant

Dave Biskup has been preparing taxes for over 30 years.  His education, experience and knowledge have guided him in delivering the best tax results for his clients.  He recently added to his education by being awarded the credential of Enrolled Agent, the highest credential given by the IRS.  This title gives Dave the privilege of representing his clients before the IRS and unlimited practice rights.

Maintaining consistent contact throughout the year is a core value in keeping his clients educated and organized.  Dave says, “Persistence is the key to achieving the best outcomes for my clients and I involve them through the whole process.  Keeping them up to date about their tax situation year round eliminates the unexpected.”

His passion for educating people on their tax situation has led Dave to expand his skill set and become involved in Tax Resolution Work.

Dave’s experience does not end as a tax preparer.  Having been a restaurant owner for 10 years, he holds the valuable knowledge of the trials the small business owner endures and is able to offer advice on how to make the best decisions for success.  As an employee at Hammernik and Associates, when it comes to doing his own taxes, he lives by his core value of being organized, educated and persistent.

Outside of work, Dave and his wife Sara enjoy walking their dog, spending time on their patio and working in the yard.

Email: [email protected]

Bradley Granneman, EA

Bookkeeper – Tax Preparer – QuickBooks Specialist

Bradley Granneman has been helping clients of Hammernik & Associates with their bookkeeping for over 10 years. He helps small business owners become successful and find freedom by keeping them compliant with the government and giving them the tools to make good final decisions.

Brad is in the process of studying to become a Certified QuickBooks ProAdvisor, as well as an Enrolled Agent.

Brad’s goals are to continue to grow both as a person and a business professional. Brad would consider himself a “number cruncher”. He strives to do his best to help his clients in every way possible with his accuracy and responsiveness.

He believes that if you work hard, you can play hard!

In his free time, Brad enjoys being outdoors, hunting, and playing cards. He is in a trap shooting league and a cribbage league.

Email: [email protected]

Lori Beck

Administrative Assistant


Lori  joined Team Hammernik in January 2016 as our Administrative Assistant. Long ago, she began her education at UW-Whitewater as an accounting major. So in some way, life has come full circle. Leaving Whitewater with a degree in Social Work meant the interest in accounting would have to wait.

Lori spent many years as a Social Worker working with children and families involved with the juvenile court system and most recently in elementary education. Years of watching her two boys, Trevor (21) and Bryan (19) participate in baseball, basketball and football led to a hobby of sport photography. Football is a passion for the whole family; her husband is in his 30th year of coaching High School football, Trevor works with the UW-Whitewater football program, and Bryan is a Division 1 Offensive Lineman for Florida Atlantic in Boca Raton, FL. Lori is looking forward to football road trips this fall! Lori is a fan of cooking, photography, beading, quilting, and everything crafty.

Lori’s favorite quote is, “Life is like a camera, you focus on what’s important, capture the good times, develop from the negatives and if things don’t work out, take another shot.”

Lori hopes to ensure our office is the most organized, efficient and welcoming one around!

Email: [email protected]

Michael Geary

Tax Adviser – Attorney

Mike brings value added services to Hammernik & Associates. Not only does Mike assist his clients with their personal tax returns, but he also specializes in Trust tax returns.

Mike has over 30 years of experience in the law and tax industries. He is a graduate of Notre Dame University, and also has a Jurist Doctor Degree from Marquette University

Mike is here to answer any legal questions that you may have. He is also here to assist you with creating or updating your will.

Email: [email protected]

Rick Monreal

Quality Control

Rick Monreal is the man behind the scenes that makes sure the final product comes out right. He is in charge of all electronic filing of tax returns and putting together the final product that is presented to the clients.

Rico, as we call him, has an extensive background in management, which makes his skills the perfect fit for overseeing the final operations of the tax preparation process.

Outside of the office Rick enjoys being outside, sports, working out and spending time with his grandchildren.