Broker Check

1101 Joliet Street
Janesville, WI 53546-6202

ALT TAX & FINANCIAL SERVICES, INC.

(608) 756-5919

 
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101
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 Tuesday, April 17, 2018 through Saturday, January 26, 2019
     Monday thru Friday: 9:00 AM - 3:00 PM
 Other Hours Available
By Appointment Only 
 ____________________________  
From Monday, January 28, 2019 through Saturday, April 13, 2019   
Monday thru Friday: 8:00 AM - 8:00 PM
  Saturdays: 8:00 AM - 4:00 PM
____________________________

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
____________________________

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
RCTP - Rock County Tax Professionals


 
   

Helpful Content

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

 

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

View all articles arrow

Saving for College

This calculator can help you estimate how much you should be saving for college.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Impact of Taxes and Inflation

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

View all calculators arrow

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

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

Investment Strategies for Retirement

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

View all presentations arrow

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

A Bucket Plan to Go with Your Bucket List

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

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

View all videos arrow