1101 Joliet Street
Janesville, WI 53546
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By Appointment Only
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WSEA - Wisconsin Society of Enrolled Agents
NATP - National Association of Tax Professionals
NSTP - National Society of Tax Professionals
RCTP - Rock County Tax Professionals
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Understanding how capital gains are taxed may help you refine your investment strategies.
Here are six flags that may make your tax return prime for an IRS audit.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learn how to harness the power of compound interest for your investments.
A special needs trust helps care for a special needs child when you’re gone.