Our Services

We offer a full range of professional services including:

 
Tax Preparation & Planning
 Accounting, Payroll, Bookkeeping Services
  Insurance & Financial Consulting
for Individuals & Businesses,
Families, Trusts, Probates and Estates
Quick Books Setup and Training
 
 
Tax Preparation and Planning
  • Professional tax preparation with year-round tax planning
  • Quick refunds – FREE Electronic Filing for clients - House calls available on request for your convenience
  • BACK TAX NEGOTIATION AND COMPROMISE      Assist in IRS or WI Dept of Revenue problems including unfiled taxes and back taxes negotiation and compromise - Several clients have settled paying 10% of Assest   tax & penalties
 
Accounting
  • Financial Statements & Analysis for Corporations, Partnerships, LLP, LLC & Sole Proprietors and Individuals
  • Business Startup, Incorporations and LLC registrations
  • Strategic Business Planning and Advisory Services
  • Bank and Financial Loan Preparation and SBC Loans
  • PROBATE AND ESTATE ACCOUNTING
  • Business Valuation for SBA Loans, buying or selling a business
 
Payroll & Bookkeeping Services
  • Professional Payroll & Bookkeeping by an Authorized QuickBooks Adviser done in our office or at your place of business or home for your convenience
  • Full bookkeeping services from accounts payable, receivable, bill payments, reconciliations, asset and liability management and depreciation
  • Payroll preparation (optional direct deposit) including quarterly/annual returns and W2’s at one fixed price
  • Sales tax returns for Wisconsin and Multistate Situations                                                                
  • Personal Property Tax Returns and Analysis
 
Insurance and Financial Consulting
  • Risk Analysis & Allocation  Planning & Capital Accumulation
  • Investment Analysis abd Allocation of IRA and 401K plans
  • College, Estate, Pension and Retirement planning strategies
  • Before you withdraw, cancel or rollover an IRA, 401K, 403b or any Pension Plan please contact us to calculate any tax consequences
 
 
Consulting
  • Computer consulting and software/hardware installation
  • Training for QuickBooks/Quicken software Microsoft Word, Excel and Money
  • Any other computer or record keeping needs for your company or individuals

CONTACT US ANYTIME BY PHONE, EMAIL OR IN PERSON TO DISCUSS ANY SERVICES

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck