| Tax Return Planning & Preparation:
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| Business Services:
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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. |
