Tax Planning and Strategy

Would You Like to Shrink Your Yearly Tax Burden?
Our Proprietary Plan Will Minimize Your IRS Liability.

Our tax professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout the year.

We do this because we know that planning is the key to valuable tax savings and we want to help you plan for greater income by implementing tax savings strategies throughout the year that will benefit you all year long.

Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden.

Let us help you with your tax planning, too!

Did you know, for instance, that you can…

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Move your income into lower tax brackets by splitting income among family members or legal entities.

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Shift income and/or expenses to different years in order to best take advantage of lower rates.

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Defer tax liability through some types of investment options.

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Avoid tax liability through some types of investment options, both on the federal and state level.

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Increase your tax deductions by purchasing things that you enjoy.

These, and other Tax Saving Strategies will help you:

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Benefit from the growth and savings of your own assets by keeping them out of the government’s hands.

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Reduce taxes on investments so that you can grow your money quicker.

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Keep more of what you make by reducing your taxed income.

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Defer income in order to keep your money now and pay your taxes later.

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Understand estate taxes and planning so that your family gets to keep more of what you make.

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Give money while reducing taxes to maximize your giving potential.

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Plan for retirement in ways that best benefit you rather than the IRS.

When you become our client, you are paying for a tax planning service that will pay you back. Most of our clients experience tax burden relief, as well as time saved and peace of mind. Our fees are often paid back through the reduced tax liability you will enjoy as part of our planning and legitimate tax savings strategies.

Let Us Help:

CFPB Small Business Loan Requirements & Your Milwaukee Biz

Ever thought about taking a “mini sabbatical”? As in, longer than a week vacation and focused specifically on total rest? Here’s why I ask…Tax Day has come and gone, and, after a four-month sprint of paperwork marathons and client demands, my tax pro friends are...

3 Debt Elimination Steps for Your Milwaukee Small Business

An important date is coming up, and even though I’m not your tax person, it only seems fair to remind you…The tax filing deadline is Monday, April 15th. Last minute filing is not recommended for the sake of your business’s financial health.Besides that, we’re now into...

A New Retirement Plan for Milwaukee Small Business Owners

Here we are four months into a new year and plugging along towards 2024’s goals for your business. First, thank you so much for your trust, and for allowing us to be the ones you trust to guide you on the path you’re charting for your business. Since we work...

Managing Remote Workers Through I-9 Requirements: A How-To for Milwaukee Businesses

We’re working hard for you.And we always want to make sure you’re optimizing your processes for profit, efficiency, visibility, and legal compliance. Including areas that often get overlooked…I keep seeing headlines about the arm wrestling over remote work, as...

Why Retain Milwaukee Business Advisors Year-Round

Let’s get real: It’s mid-March and January’s zeal for fixing all the broken things in your business has probably faded by now.Maybe you started the year with a bang, but the grind has set in and it feels more like, well, a grind.That new spreadsheet you created to...

Zero-Based Budgeting in Your Milwaukee Small Business

No business management technique is sacred anymore. And rightly so.In my world, there’s been a trend in recent years with businesses moving away from traditional, fixed budgets towards more flexible approaches. I think that could be said for most tasks within business...

Making Your Milwaukee Business and Tech Work Together

When I see relevant stats that my Southeastern Wisconsin business owner friends should know about, I’m going to share them with you. (You already know I’m a numbers person, after all.)But first, a quick note about end-of-month tasks.If you haven’t gotten all of last...

The Nuances of Sales Tax Holidays For Milwaukee Business Owners

Firstly — a quick reminder that we’re reaching the end of the month, which means getting your monthly reporting done.. Send us anything we've been asking for ... by the 1st? :)Second — Have you reported your Beneficial Ownership Information to FinCen yet? If not, and...

Milwaukee Business Owners, A Big Gmail Update Is on the Way

For a long time, the NFL was hands-off when it came to Las Vegas. They were unwilling to get anywhere close because of the long-time commissioner’s caution about the connections some big NFL names had with well-known mob connections. Commissioner Pete...

A Failed Business Strategy Tale for Milwaukee Owners

We’re less than a month away from March Madness. The NCAA recently released the tournament schedule with locations, if you’re wanting to see your favorite team play in person. Or you just want to mark it on your home calendar so your family knows you’ll be...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!