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Background

SERVICES

TAX PLANNING & PREPARATION

BUSINESSES

“An ounce of prevention is worth a pound of cure.” We serve client’s various business needs by being proactive in tax planning and understanding in order to mitigate taxes. Whether you’re a sole proprietor, partnership or corporation we can prepare your return and ensure that you pay no more than your fair share.

TAX PLANNING & PREPARATION

PERSONAL

Taxes can be stressful, complicated and take a long time. Let us help you navigate the waters of the tax world and ensure that you are compliant and save money on your taxes. Whether you own rental properties, have to file multi-state returns or are clergy determining parsonage allowance we can assist you in tax planning and preparation; no matter what your situation may be.

FEATURED BUSINESS PARTNER

FINANCIAL PLANNER: MIKE WENDT

Mike provides full service financial planning for clients of Family Wealth Advisors, LLC,
through the office in Johnson Creek, Wisconsin.

 

Education: BBA Finance, University of Wisconsin – Oshkosh

Registrations: Series 6, 7, 63 and 65

BUSINESS ASSISTANCE THROUGH UNCLE SAM’S ACCOUNTING

PAYROLL & BOOKKEEPING SERVICES

Payroll and bookkeeping are time consuming activities that are very easy to make mistakes in. We help businesses actually be able to focus on running their business by taking care of payroll, ensuring that employees are paid correctly and that the business stays compliant. Additionally, we help clients in bookkeeping, by providing monthly reconciliations, financial statement preparation and other services to help the business run and enable clients to proactively plan for the future.

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