Our Services

 

 

We offer a full range of professional services including:
 
Tax Preparation, Accounting, Bookkeeping/Payroll Services, Financial Services, Insurance & Consulting for Individuals & Businesses
 
 
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
  • Low cost  RAL (Refund Anticipation Loan)
  • 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 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 or multistate companies
 
Financial Services*
  • Risk Analysis, Retirement Planning and Capital Accumulation
  • Mutual Funds, Annuities, IRA’s 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
 
Insurance
  • Analysis of Insurance and Investment* needs
  • Life, Health, Disability and Long Term Insurance
  • Long Term Nursing Home Insurance
 
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

*Securities offered solely by Equity Services, Inc.  All other services offered independently of Equity Services, Inc.