Book a consultation
Two minutes on a phone. We reply within the hour during opening times.
305 Mercer St, Suite 4
Brindle Falls, WI
(555) 010-2291
- Brindle Falls
- West Brindle
- Otterby
- Halsted Mills
- Crane Lake
- Vossburg
What happens after you send it
Book a consultation
A free 30-minute call or visit where we look at what you have now and what you need done.
Send your documents
Upload through the secure portal, or drop them at the front desk. We tell you what is missing within two business days.
Review and sign
We walk you through the return or the first month of reports before anything is filed, and you sign electronically.
Services and prices
Individual tax returns
Federal and Wisconsin returns, prepared and reviewed by a CPA.
Business tax returns
S corporation, partnership and C corporation returns, plus the owner's personal return.
Monthly bookkeeping
Reconciled books and a monthly report you can read in five minutes.
Payroll
We run your paychecks, tax deposits and year-end W-2s.
Tax planning
We set your estimated payments, check your entity and plan year-end moves before December.
Are you taking new clients?
Yes, for individual returns until February 28 and for bookkeeping and business clients year round.
How do I send documents?
Through the secure client portal, which we set up after your consultation. You can also drop paper documents at the front desk.
Can you work with me remotely?
Yes. About half our clients never visit the office, since we meet by video and you sign everything electronically.
What does switching from my current accountant involve?
We request your records from them, reconcile and bring the books current, and monthly reporting starts the following cycle.