Tax Preparation

WARNING: IRS Audits Rapidly Increasing…
How Confident Are You That Your Return is Accurate?
Could You be Missing Potential Deductions?

10 million tax payers missed out on a chance to get a bigger refund last year simply because they neglected to fill out one line on their tax return. Will you miss a similar opportunity this year?

Today’s tax laws are increasingly complicated and the rules for deductions and credits change year by year. Are you aware of all the deductions and credits that might be available to you this year, even on the most basic of tax returns? Perhaps you feel secure in your do-it-yourself tax preparation software, but let’s face it… There is no substitute for an experienced tax professional who can answer your questions and ask you the questions that might be key to saving you tax dollars.

With our tax return services you get:

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Assurance that your return has been checked and double-checked for mathematical accuracy and errors that are commonly flagged by the IRS, resulting in fewer chances for contact by the IRS.

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Tips for better managing your payroll withholding so that you can have the advantage of greater income all year long, rather than loaning that money to the government and waiting for it to come back in the form of your yearly tax return.

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A list of common deductions that may benefit you in the coming year, and tips for limiting your future tax liability.

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Electronic filing for a quicker refund.

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...
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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...
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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...
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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...
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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...
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How Will the OBBBA’s Excess Business Loss Limitations Impact Milwaukee Business Owners?

"The essence of strategy is choosing what not to do.” -–Michael Porter Quick Answers: What Are the OBBBA’s Excess Business Loss Limitations?The OBBBA made the Excess Business Loss limitation permanent (previously set to expire in 2028). ​​For 2025, the IRS...
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Itemizing Deductions This Year? Milwaukee Taxpayers, Read This

“If a window of opportunity appears, don't pull down the shade.” —Tom Peters Quick Answers: 2026 Charitable Giving Changes Under OBBBAIn 2026, itemizers can only deduct gifts above 0.5 percent of taxable income, and the 60 percent AGI limit becomes...
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Customer Service Retention Strategies That Save Milwaukee Businesses

"Courteous treatment will make a customer a walking advertisement." —James Cash Penney Quick Answers: Customer Service Retention StrategiesFollowing up after every sale or service can dramatically increase loyalty and uncover issues before they become...
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OBBBA’s No Tax on Overtime & Tips: The Positives for Your Milwaukee Business

Raise your hand if you feel like you're juggling too many balls in your Milwaukee business right now. (Yes, my hand is raised too.)Running a business means your brain is already pulled in ten different directions. And then Q3 shows up with a slew of tax code changes...
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How Can Milwaukee Business Owners Know They’re Running A Profitable Business?

My guess is, back when Bill Holley first sketched out Cracker Barrel’s original logo on a napkin, he didn't imagine its retirement would cause a nationwide uproar. The restaurant chain, known for its comfort food and front-porch nostalgia, recently unveiled...
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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!