Tax Planning Services for Waukesha, Greenfield, WI, and Surrounding Areas
“We Are Proactive”
Do You Think You Pay Way Too Much In Taxes?
We Can Save You Money!
You’re not alone! Even the government thinks you pay too much. That’s right even the Government Accountability Office (GAO) thinks you pay too much! They estimate that taxpayers overpay taxes by almost a billion dollars each year due to mistakes they and their tax preparers make on their tax returns.
Tax Planning is the key to tax preparation. When preparing your tax return, it is too late to make any changes. Typical tax professionals focus on putting the right numbers in the right boxes on the right forms. They do a great job recording history – usually the history you gave them!
Certified Tax Coach
Certified Tax CoachesTM focus on proactive tax strategies to save you money before April 15. They don’t just record history- they help you write it.
Certified Tax CoachesTM have completed special training, along with ongoing continuing education requirements. They also must adhere to the American Institute of Certified Tax Coaches Code of Ethics.
Dale Hammernik, EA is one of just 30 tax professionals who
can claim the Certified Tax CoachTM designation!
Not everyone shares the same opportunities for tax planning, but if you fall into one of these three groups, you can’t afford to miss the benefits from our tax savings professionals’ insight and analysis:
- You own your own business
- You own real estate
- You manage investments
If you want to keep every dollar the law allows, you can’t afford to wait until April 15. You need a plan that takes advantage of every legal deduction, credit, loophole, and strategy available. Our tax savings professionals are able to use tax savings strategies to create you a unique tax savings plan specific to your needs.