Services

Individuals and families

Returns, planning and replies to IRS and state letters.

Returns and planning

  • Federal and Wisconsin returns
  • Estimated payments
  • Planning before the year closes

Estates and trusts

  • Trust and estate income tax returns
  • Gift tax returns
  • Working with your attorney on an estate plan

IRS notices

  • Reading the notice and the deadline on it
  • Writing the reply
  • Payment plans and penalty relief requests
Photo: Kelly Sikkema on Unsplash

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