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Tax Planning and Preparation
We provide tax planning and tax preparation services to individual taxpayers, business organizations, non-profit organizations, and estates and trusts.
We deliver a year-round proactive approach to our tax services by monitoring the changes in Federal and Wisconsin tax laws that affect you or your organization so that we are in a position to identify key tax planning opportunities. Whether an individual or an organization, we work closely with you 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.
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Financial Statement Preparation
Providing financial information to our clients in a timely and accurate manner is our ongoing commitment. We can prepare or supervise the preparation of financial statements for a business enterprise, non-profit organization, estates and trusts, individuals, and for senior parents being cared for by their adult children. Financial statements can be prepared monthly, quarterly, or annually, depending on your needs.
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Business Planning and Problem Solving
Business problems and their solutions are as varied as businesses are different . Whether you are starting a business or operating a going concern, we can help you select the proper organizational structure for income tax purposes and help you secure adequate financing. We will work with you and your banker, lawyer, insurance agent, and other advisors to solve your business problems.
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Personal Financial Planning
No matter your level of income or wealth, everyone needs a financial plan. Whether you are saving for retirement or the education of a child, or planning for life's everyday financial challenges, such as buying your first home or trying to reduce your credit card debt, you need a plan.
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Estate and Gift Planning
Estate planning provides for the orderly transfer of assets to your beneficiaries, provides security for a surviving spouse or a young child suddenly left parentless, and can reduce or eliminate estate tax due on the transfer of your personal assets or your business assets. The estate planning process can also develop ways for protecting your assets in the event of a lawsuit or marital separation as well as anticipated Medicaid benefits.
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