Dear valued clients, Unfortunately, due to the recent COVID-19 outbreak we are currently booking in-person appointments only on Monday and Tuesday. This is a difficult time for our business, so we thank you for your patience and support. If you have any questions or concern, please call our office at 920-378-8397. Thanks, and stay safe!

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Tax Help

We can assist you in the following areas: -File Back Tax Returns -Payment Plans -Offer in Compromise (OIC)– which is where you & the IRS settle the debt owed for less than the actual amount owed. -Penalty Abatement -Wage Garnishments -Bank Levies -Liens -Collections -Audits -Payroll Taxes -Self-Employment Tax

Price Varies · 1 hour

ITIN Consultation

• Assist the applicant in completing the IRS Form W-7, Application for IRS Individual Taxpayer Identification Number. • Review the required documentation to verify a foreign individual’s status and identify and submit the application on behalf of the foreign individual. • Certify to the IRS that the foreign individual’s application is complete, accurate and that the documentation provided to us for review is authentic, eliminating the need for the original identifying documents being submitted to the IRS with the application where applicable. • Receive the individual’s ITIN directly from the IRS and communicate with the IRS on behalf of the foreign individual on matters relating to the issuance of an ITIN.

1 hour

Notary Consultation

1 hour

Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

1 hour

Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, We can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

1 hour

Tax Preparation

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Price Varies · 1 hour

Bookkeeping

• Setup QuickBooks at your location • Monthly bank reconciliation OR • Review monthly bank reconciliation of bank accounts on your QuickBooks software • Prepare Financial Reports • Analysis of reports and provide recommendations • Record sales (bank deposits), purchases, expenses (bank draws) • Sales & Use Tax Return • Prepare Business Tax Return

Price Varies · 45 minutes

Payroll

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

Price Varies · 1 hour

Client Pickup

Free · 45 minutes

T

Tina Kleckner