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.

Practicing Thankfulness in Your Milwaukee Business

Does your Milwaukee family sit around the table at Thanksgiving dinner and share something they’re thankful for?I’ve been at those holiday meals many a time. I appreciate the intent, and will admit it’s usually effective in getting me to feel more grateful, but I do...

7 Essential To-Dos For Your Milwaukee Business Team

Before the holiday craziness kicks in, let’s remember: the end of the year is a golden chance to play with the calendar in your business' favor.Whether it's diving into year-end profit metrics, sorting out staff bonuses, or launching some targeted marketing to catch...

3 Fixable Financial Mistakes Sinking Your Milwaukee Business

Though the days are getting shorter and the weather is taking a turn, there are some great revenue reasons to get excited about the next two months.As we round the bend into Black Friday territory (which for many began at the end of October), it’s time to get nimble...

Are Milwaukee Consumers Exhausted by Tip Screens?

How much tipping is too much?The drain on the consumer wallet right now is real. Everything costs more and everyone seems to be wanting more of your dollar. So, when businesses swivel that screen around with requests for 15, 18, or 20% tips on an order, it’s no...

Harnessing Your CRM for Sales in Your Milwaukee Business

Well, before I dive into today's dose of real world business strategy, let me ask you, have you revisited your 2023 business goals and made a plan to reach them before the end of the year?Goals aren’t a set it and forget it kind of thing. You’ve got to revisit them...

cyber network security

I’m continuing to avidly watch, as I’m sure you are too, the unfolding events in Gaza. Though Biden issued a back-channel warning to Iran about not joining in the conflict, the possibility of a larger scale war looms. Economically, that affects gas prices and other...

A PTO Payout Policy Checklist for Milwaukee Business Owners

This weekend’s news coverage and social media scroll were dominated by reports of the awful things happening in Israel right now. It’s pretty difficult to swallow the images of violence and abuse being perpetrated by Hamas. And no matter how many times you hear about...

Steps For Prioritizing Profit In Your Milwaukee Small Business

Profit is the lifeblood of any organization. Show me a small business with PROFIT at its center, and I'll show you something worth modeling yourself after.An organization NOT to model yourself after: the federal government. They prefer to operate in deficit mode,...

Alternative Approaches To Paid Time Off Policy for Milwaukee Businesses

October is right around the corner. So is the October 15th extension deadline. And so is the fourth quarter for your Milwaukee business.As we approach Q4, be mindful of the usual year-end accounting needs and reporting requirements that will be popping up. We’ll keep...

Leadership and Empowerment for Business Owners: A Story

You’ve got a little bit of time until month-end close and a month or two until year-end obligations. It’s a good moment to take a breath ... but this is also the time to start thinking about what you want next year to look like, before getting into the weeds of...

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