New Berlin & Rhinelander CPA Tax Preparation Services

The CPA with a knack for getting the IRS off your back

James L. Hintzke, CPA in New Berlin and Rhinelander offers Tax Services for individuals and businesses throughout Wisconsin.

Individual Federal and State Income Tax Preparation

Value-Added New Berlin and Rhinelander CPA Tax Services

I have extensive experience in the preparation of tax returns for individuals in all stages of life. I understand how each of these stages has a different impact on one’s individual tax liability. My approach to tax preparation is to educate every taxpayer on effective and practical ways of reducing one’s tax exposure using a proactive approach. I counsel you through tax-return issues, complete all required forms, and compile necessary back-up materials.

Looking for help from the CPA with a knack for getting the IRS off your back™ ?

Contact James L. Hintzke today.

Individual Tax Preparation Services:

Individual Tax Planning and Advisory Services:

Individual Tax Planning and Advisory Services associated with:

Business Federal and State Tax Preparation

Value-Added New Berlin and Rhinelander Wisconsin CPA Business Tax Services

I have extensive experience in preparing Federal and State (all states) business tax returns for companies in the following industries: Manufacturing, distribution, retail, construction, professional, medical service providers, and nonprofit organizations. James L. Hintzke, CPA of New Berlin and Rhinelander shares with you the solid working knowledge of each of these industries. I draw my knowledge from several years of assisting clients from these industries as well as my personal experience as a Controller and CFO.

Business Tax Preparation Services New Berlin and Rhinelander:

Business Tax Planning and Advisory Services New Berlin and Rhinelander Wisconsin:

I provide tax planning services to business organizations and nonprofit organizations by delivering a year round proactive approach by monitoring the changes in federal and Wisconsin tax laws that affect you and your organization so that I am in a position to identify key tax planning opportunities. I work closely with you as your “trusted advisor” on short and long range tax planning issues as well as year end reviews. If you are a business client also having your periodic financial statements prepared by us, every interim statement is analyzed by us for tax savings ideas as your business year unfolds.

Business Tax Planning and Advisory Services associated with:

ESTATE & TRUST ACCOUNTING, PLANNING & TAX PREPARATION Wisconsin

At James L. Hintzke, CPA of New Berlin and Rhinelander, I offer a wide range of services to Estates and Trusts. I advise families and attorneys on the tax implications of estate and trust planning pertaining to individuals and closely-held businesses. I prepare all necessary estate, trust, and gift tax returns for families so they do not have to deal with these burdensome issues at an emotional time of their lives. I am also called on by probate attorneys to prepare the necessary estate-related tax returns, final court accounting, and fiduciary income tax returns so as to obtain Closing Certificates from the Wisconsin Department of Revenue.

My experience and knowledge cover the following areas:

Estate and Gift Tax Return Preparation Wisconsin

I have extensive experience in preparation of the Federal Estate and Gift Tax Returns as well as the Wisconsin Estate tax return in applicable years. I work closely in cooperation with attorneys and have worked directly with executors and trustees in this area.

Fiduciary Income Tax Return Preparation Wisconsin

I bring many years of experience in the preparation of returns for probate estates, simple and complex trusts, family trusts, as well as charitable remainder annuity and unitrusts.

Estate Planning Wisconsin

I work closely with clients, attorneys, and financial planners to assist families in minimizing their tax burden, planning for the transfer of assets between generations, and developing gifting strategies to meet one’s financial and personal objectives.

If you are charitably inclined, I have worked with attorneys, charities and clients in setting up charitable remainder trusts and using other charitable gifting techniques.

Additionally, I bring experience and insight to the area of postmortem tax planning: from dealing with interrelated tax/estate tax issues and elections to analyzing the funding of various trusts. I also work closely with surviving spouses in assessing the tax implications of funding resulting family trusts.

Court Accountings for Estates and Conservatorships

I can provide accountings in the format required by the Court for probate estates, trusts, and conservatorships. I routinely prepare trust accountings for trustees and beneficiaries.

Contact James L. Hintzke online.