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.

It is my pleasure to write a review of this company. Jon Neal has been doing my taxes since the 1980’s. I have always found his work scrupulous. He asks good questions before finalizing the return and gives good advice for reducing taxable income. My retirement was facilitated by the Neal Group. I unqualifiedly recommend this group.

– Jeffrey Lewis

I had filed my own taxes for years, but 2021 brought some new challenges that I was unable to work through and that the tax software I use could not handle. I reached out via a referral from Dave Ramsey to Jon and his team. They were able to help, very expeditiously, with the aid of technology for uploading docs. They were proactive, communicative, and a joy to work with. They were able to file taxes for me, my wife, and our son in such a professional and efficient manner. I will use them in partnership here forward for years to come!

– Patrick Strohkirch

What Are Some Things I Should Do Before December 31st to Save Money and Taxes?

As the holidays are just a few weeks away across Southeastern Wisconsin, the year-end rush brings more than festive cheer. It's your last chance to optimize finances before the 2026 tax season starts. At The Neal Group, we've helped countless local families and...

A Moment to Give Thanks for My Milwaukee Clients

As we’re entering Thanksgiving week, I’ve been thinking about how “interesting” this year has been. And I mean that in the polite way we describe things that are not exactly a joyride.The national noise was intense.- Inflation nearly made eggs feel like a...

What Are The Best Safe Online Shopping Tips For Milwaukee Holiday Shoppers?

Key Takeaways Watch for IRS impersonation scams.  Use a password manager. Strong, unique passwords for every account are non-negotiable. Keep your devices updated. Software updates often patch newly discovered security flaws. Use antivirus...

How Tax Resolution Can Save Your Holidays (Yes, Really)

As the holidays begin and family gatherings start, the last thing you need is IRS notices ruining the holidays. In Milwaukee and Southeastern Wisconsin, tax stress can hit hard this time of year. But here's the good news: tax resolution services from The Neal Group...

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...

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!

Customer Stories

Robert M.

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Jane W.

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Jon C.

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Jon S.

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Person O.

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