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1101 Joliet Street
Janesville, WI 53546-6202

ALT TAX & FINANCIAL SERVICES, INC.

(608) 756-5919

 
No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal
For Individual Income Tax Preparation
For Individual Income Tax Preparation
We are located on the Southside of Janesville
just west of Center Avenue at:

1101 Joliet Street
Janesville, WI 53546

(608)756-5919
 
 OUR OFFICE HOURS:
 

From Monday, April 15, 2019 through Saturday, January 25, 2020
     Monday thru Friday: 9:00 AM - 3:00 PM
 Other Hours Available
By Appointment Only
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From Monday, January 27, 2020 through Tuesday, April 14, 2020   
Monday thru Friday: 8:00 AM - 8:00 PM
  Saturdays: 8:00 AM - 4:00 PM
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Looking for high-quality tax and financial advice at a reasonable price?


Welcome to Alt Tax and Financial Services.
We have been offering Individual Income Tax Preparation Services since 1975 and Financial Services since 1987.


Our website details a full range of services, contact information, and a company profile.
So click around and stay for a while!
____________________________
          But don't hesitate to 
"Contact Us" on the next page.
            Or Call us at:   Phone (608)756-5919
        Or Fax us at:   Fax (608)756-5988

MEMBER OF THESE PROFESSIONAL ORGANIZATIONS:
NAEA - National Association of Enrolled Agents
WSEA - Wisconsin Society of Enrolled Agents
NATP - National Association of Tax Professionals
NSTP - National Society of Tax Professionals


 
   

Helpful Content

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

 

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Debt Stress

There’s a link between debt and stress.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Saving for College 101

Here’s a crash course on saving for college.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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