Tax and Accounting Services &
Tax Preparation
Appleton, Wisconsin

Personal - Convenient - Accurate


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Tax Services and Small Business Consulting.

Services to individuals and families include:

  • Year-round tax planning
  • Preparation of state and federal tax returns
  • Electronic filing and follow-up of tax returns
  • Assistance with past years’ tax issues and problems
  • Help with personal financial organization, such as consolidating retirement accounts
  • Review of fees and account structures
For small and emerging businesses, we offer
  • Accounting system set-up
  • Start-up advising (eg. business organization)
  • Business plans and financial projections
  • Business valuations
  • Payroll and bookkeeping
  • Help with setting up retirement (benefit) plans

Do you need a CPA (Certified Public Accountant)?

Neither the IRS nor the states require paid tax preparers to be CPAs. Unless an individual's situation is highly complex, it is not necessary to engage a CPA to prepare the annual tax return.

The official CPA designation reflects that the accountant was able to pass standardized testing.

Always be sure that your paid tax preparer is registered with the IRS as required beginning January 1, 2011. Annual renewal registration is required, as well as continuing education, and beginning in 2013, successful testing, in order to prepare tax returns for compensation.