Our focus is on helping individuals, small businesses and farm clients with their financial goals through tax analysis, planning and preparation.

Our Services Include:

• Individual tax planning
• Financial planning
• Estate and Inheritance Tax Planning (avoidance)
• Retirement planning
• Personal Financial Statements
• Tax Audit Representation

All of our individual tax returns include electronic filing to the IRS & Wisconsin Department of Revenue (when possible) at no extra cost. We also do (and encourage) direct deposit, as well as direct debit.

Business Needs:

• Retirement Plan Considerations
• Business Entity Planning
• Financial Statement Services
• Payroll & Sales Tax Reporting
• Bookkeeping Services
• Accounting Software Support (especially Quickbooks)