Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the tax professional know-how you’re looking for and can help you navigate your options.

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Estate Planning

Make sure your family transitions prepare your children and your family for financial freedom.

How Do Milwaukee Investors Avoid Capital Gains Taxes From Selling Investments Or Property?

Key TakeawaysHold for at least one year and a day to qualify for lower long-term capital gains rates. Use losses to offset gains through tax-loss harvesting (but beware the wash sale rule). Time your sale during a lower-income year to take advantage of...

Grateful for Our Clients: A Tax Team that Feels Like Family

As the leaves start to fall in Milwaukee and Southeastern Wisconsin, we're pausing to say thank you. At The Neal Group, our clients aren't just numbers on a spreadsheet, they're the heartbeat of our business. We're grateful for the trust you've placed in us, turning...

What is in the One Big Beautiful Bill? Child Tax Credit Changes for Milwaukee Families

Key TakeawaysThe Child Tax Credit (CTC) is now worth up to $2,200 per child for 2025 taxes (filed in 2026). Up to $1,700 of the credit is refundable if you don’t owe any taxes. Because of the OBBBA, you (or at least one spouse if filing jointly) must...

What’s Alternative Minimum Tax? A 2026 Update for Milwaukee High Earners

Key TakeawaysThe OBBBA changes the AMT landscape starting in 2026, meaning more taxpayers will be pulled into AMT territory. High earners in high-tax states (and those with ISOs or private activity bonds) are the most at risk of an unexpected AMT...

Can an ABLE Account Help Milwaukee Families with Qualified Disability Expenses?

Key TakeawaysABLE accounts let you save and invest tax-free for disability-related expenses. Up to $100,000 in an ABLE account is excluded from Supplemental Security Income (SSI) resource limits, and Medicaid eligibility continues beyond...

Year-End Resolution: Wipe Out Tax Stress Before January

Quick Answers: How to Eliminate Year-End Tax Stress? Review your books and records now to spot deductions you might miss. Maximize retirement contributions and charitable donations before December 31. Organize receipts and records digitally for easy access. Consult a...

Is Your Business Audit Proof? What Every Owner Needs to Know

We get it—small business accounting in Southeastern Wisconsin is tough enough without the fear of an IRS audit. As your trusted business advisor at The Neal Group, LLC, we've helped countless owners turn audit anxiety into confidence. Audit-proofing isn't about...

Milwaukee Families: Will Updating My W4 Tax Form Boost My Paycheck?

“A man should never neglect his family for business.” —Walt Disney Quick Answers: Will Updating My W4 Tax Form Increase My Paycheck?Child Tax Credit (CTC) is going up to 2.2K per child, but many will need to update their W4 to see that reflected in...

Who’s the Best Accountant to Help My Milwaukee Business Grow?

Quick Answers: Who’s the Best Accountant to Help My Milwaukee Business Grow? The “perfect” accountant doesn’t exist. But the right fit for your business growth does. Look for an accountant who understands your industry so they don’t miss critical...

What’s the Last Day to File Taxes on Extension, Milwaukee Taxpayers?

“No plan ever failed due to good planning.” —Jury NelQuick Answers: What’s the Last Day to File Taxes on Extension?October 15, 2025, is the last day to file your 2024 federal return if you filed an extension back in April. If you still owe, penalties and interest...

How You're Missing Legal Tax Deductions

Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Learn more

Customer Stories

Robert M.

Maecenas porttitor feugiat sem non euismod. Integer placerat faucibus est eget convallis. Morbi faucibus lorem non neque condimentum, sed venenatis neque sagittis. Aliquam vulputate hendrerit erat non hendrerit. Maecenas sollicitudin quam a dolor aliquet commodo. Suspendisse potenti. Vivamus quam velit, pretium fringilla lorem id, fringilla sagittis quam. Pellentesque eget ante non quam iaculis posuere. Integer justo nisl, porta at viverra eu, varius nec ante. Nam sollicitudin vestibulum orci at feugiat.

Jane W.

Phasellus lacinia urna volutpat diam finibus, id sagittis lorem euismod. Aenean mattis quam eleifend, viverra elit cursus, molestie libero. Suspendisse et molestie massa. Interdum et malesuada fames ac ante ipsum primis in faucibus. Maecenas iaculis volutpat pulvinar. Maecenas et lectus ut nisl rutrum accumsan. Praesent lacinia urna posuere gravida volutpat. Aenean vel pulvinar justo, a fermentum ante.

Jon C.

Donec eu dolor nunc. Cras sed bibendum ipsum. Ut tempor felis rutrum dui facilisis condimentum. Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas. Sed sit amet libero in nunc semper interdum at vel ligula. Duis eleifend urna et ante dignissim, id sodales eros pellentesque. Donec interdum euismod hendrerit.

Jon S.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed condimentum leo neque, a suscipit dolor faucibus semper. Mauris lacus lorem, ultricies nec ultricies et, varius eu eros. Maecenas nec metus enim. Donec eu dolor nunc. Cras sed bibendum ipsum. Ut tempor felis rutrum dui facilisis condimentum. Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas. Sed sit amet libero in nunc semper interdum at vel ligula. Duis eleifend urna et ante dignissim, id sodales eros pellentesque. Donec interdum euismod hendrerit.

Person O.

Donec fermentum velit vel ultricies sodales. Fusce quis tellus semper, pretium nisi vel, aliquam metus. Quisque lacus leo, dignissim id diam eget, molestie blandit odio. Phasellus interdum quam at lectus sodales, non congue enim luctus. Phasellus sed augue interdum leo sagittis laoreet. Integer turpis dui, sagittis vitae gravida eu, lacinia sed nunc. Etiam eu iaculis dui. Nunc congue eros sit amet rutrum maximus.