Services

Tax Return Planning & Preparation:
Type Reporting Form Specialized Area
Individuals Form 1040, efile Multi-State Reporting
LLC's Schedule C, etc. Business, Farm or Rentals
Partnerships Form 1065 Business Year-End
Corporations Form 1120 & 1120S C & S Corporations
Estates & Trusts Form 1041 Beneficiary K-1 Forms
Non-Profit Organizations Form 990 Section 501(c) Entities
Business Services:
Type Reporting Form Specialized Area
General Ledger Data Processing Compiled Financial Statements
Quickbooks Consulting Problem-Solving New Start-Ups
Payroll Services Form 941 & W-2
Payroll Check Preparation
Computer Payroll Setup
Tax & Deposit Reporting
Sales & Use Tax Reporting ST-12 Wisconsin "My Tax Account"
Property Tax Forms Annual Property Report
Forms M-R & M-P
Fixed Asset Reconciliations
Electronic Reporting
Form 1099 Reporting 1099-Misc., 1099-Int. Federal & State Transmittals
Service Areas:
Manufacturing Contractors Retailing
Service Industries Restaurants & Bars Professional Offices
Farming & Ranching Business Start-Ups Sale of a Business
Residential Real Estate Retirement Planning Financial Planning
Trucking Firms Churches & Ministry Succession Planning


Tax Return Planning & Preparation:

Individuals We specialize in giving you personal interviews each year to uncover all matters pertaining not only to your Income Tax Return, but also focus on other issues affecting you and your family and offer you some help in solving them.
LLC's LLC's are a very popular structure to use when starting a new business or buying a new investment. Do you know the different options open to you under an LLC format? How do you safeguard your personal assets from creditors?
Partnerships Partnership Tax Returns can be very daunting to most Taxpayers. We focus on showing you the effects of Partnership Income on your Personal 1040. We also can help you solve questions related to Partnership Formations, Partnership Liquidations and Passive vs. Non-Passive Income and Losses.
Corporations Increasing Tax Rates and vanishing benefits are making use of the corporate structure more attractive again for small businesses. What are your required annual filings? How can I use a corporation to provide more benefits to my family? Can I purchase Life Insurance Tax-Free?
Estates & Trusts Have you ever acted as a Personal Representative for someone's Estate? Do you want to pass property to others without Probate? What are the required forms that need to be filed for Federal Returns and Wisconsin Returns?
Non-Profit Organizations We'll help you understand the complex reporting of Not-for-Profit Organizations and those Organizations that are also Tax-Exempt.


Business Services:

General Ledger We can help you maintain your Business General Ledger. Each year, we will update your General Ledger with Year-End Adjustments to insure proper reporting to fit your special needs. We also can provide monthly, quarterly or annual Compiled Financial Statements for your Business and your Banking needs.
QuickBooks Consulting Each Business has unique software needs. Our expertise with the software and wide experience with many industries and annual Certification in QuickBooks Consulting can help solve your computer software reporting problems.
Payroll Services We can prepare weekly, bi-weekly or monthly Payroll Processing for your Company. This service includes Payroll Check Preparation and Calculation of your Payroll Tax Deposits. We will assist in transmitting Tax Deposit Payments. We will also prepare your Monthly, Quarterly and Annual Payroll Tax Forms including W-2.
Sales & Use Tax Reporting Are you reporting your Sales & Use Tax Liability correctly? We can assist you in developing the proper tools to improve your Sales & Use Tax Reporting and can also transmit your Monthly, Quarterly or Annual Reports through the "My Tax Account" system.
Property Tax Forms We can update and prepare the annual Personal Property Reports for your local Assessor. Manufacturing Companies are required to file the M-R and M-P Returns Electronically.
Form 1099 Reporting Penalties for Failure to File these annual reports have increased dramatically. We can help you in organizing your filing of these Forms to insure these are prepared in January each year.

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