We offer tax preparation services for individuals, estates, businesses, non-profits, and other entities required to report to the IRS. Returning clients have the option of receiving tax organizers, free of charge, to help them ready their documents for tax preparation. We can prepare income tax returns for any state and have many clients who require Wisconsin returns each year.
We offer a discount for college students!
Payroll taxes can be confusing and time consuming. If you're in need of assistance, call our office for a free consultation. We provide services based on what our clients need. Some clients just need help getting started. Others find it fits their needs best to have us handle almost everything. Whether you need weekly payroll checks or just assistance at year end with W-2s and year end reporting, we are here to help.
Our payroll clients range from individuals paying a household employee to businesses having 100+ employees.
Tax Advisory/ Planning
Most major life events create tax consequences; some reducing your taxes while others create an unexpected tax liability. Don’t let a midyear life change create an unexpected tax bill. If you are unsure of the tax implications, it might be best to set up an appointment for a tax review. Tax planning before making a decision will allow you to make an informed decision with all the facts.
We have a notary on staff for our clients if they need documentation notarized.
Let us help you with your bookkeeping needs. Our clients receive monthly financial statements that help them understand how their business is really doing. Having us handle bookkeeping always makes tax preparation much easier for both the client and us.
Whether you are a business or an individual, cash management is very important. Let us help you create a plan for your business or a strategy to help stretch your money into retirement.
Below are just some of the services we provide. Have a unique situation? Don't hesitate to call our office. Chances are we've seen it before.