Plan for the future

• Analyze and design a custom tax strategy to minimize your tax obligation and increase cash flow
• Advise you on the tax consequences of business and financial decisions
• Monitor investment performance to help you evaluate your portfolio
• Develop a retirement tax strategy to meet your needs and retirement goals
• Assess the tax impact of Wisconsin Marital Property laws in marriage, divorce, or death

Prepare returns

• Business, individual, and fiduciary tax returns that take advantage of business and investment tax incentives
• Information returns for tax-exempt organizations, private foundations, and pension and profit-sharing plans that comply with strict and ever-changing reporting requirements

Represent you before tax authorities

• Prepare for any examination
• Represent you in field or office examinations

For more information on these services, Contact Us