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Jefferson Office
705 S. Main Street
Jefferson, Wisconsin 53549
(920) 674-6330
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Watertown Office
208
W. Main
Street
(2
doors
east
of
Mullens)
Watertown, Wisconsin 53094
(920) 261-9414
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INDIVIDUAL SERVICES
 Services we offer:
- Income Tax preparation & planning
- Electronic-filing
- Multi-State Tax returns
- IRS & Wisconsin Audit Representation
- IRS & WDR Offer in compromise
- Tax-free Exchange planning
- Year-end Tax Planning
- Retirement Planning
- Personal Budgeting
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 Reasons to use us as
your CPA Firm:
1. Experience can "Save you Money". Our CPA's/Accountants average
10 years of experience. We prepared over
1100 Individual
2006 Tax returns in
2007. We have the knowledge and experience to handle every tax situation from easy to complex returns.
2. Education & Training- Each of our accountants receives extensive ongoing training on Tax Laws that will benefit you.
3. In-depth personal interview- Our many years of experience tell us "The Best Tax Results" are achieved through knowing our clients well. This can only be accomplished thru an in-depth personal interview. Most
accountanting/CPA firms tell clients to drop off their tax info and never even talk with them to ask questions about the information.
4. You get our undivided attention. When we are working on your Taxes , You are our most important client.
5. We believe your time is valuable. In
2007, our average return preparation took
3
days from when all the necessary information was given to us. In many situations, with the use of leading technology ,we were able to prepare and file tax returns the same day.
6. Get you refund fast. We can file your return Electronically so you can receive your refund within 9-14 days if you choose direct deposit. Your refund can be directly deposited into your checking
or
savings or
you
can
have
a check mailed
directly
to you.
We
will tell you within a day that the IRS has accepted your return.
7. We work for you not the IRS or State. Anybody can tell you that you can't take a deduction. We use our experience to show you ways to legally deduct expenses.
8.
Tax
Anticipation
Loan
Program.
Get
a
substantial
portion
of
your
refund
instantly
and
the
balance
the
next
day.
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