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1101 Joliet Street
Janesville, WI 53546-6202


(608) 756-5919

Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths
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


From Monday, January 29, 2018 through Monday April 16, 2018
     Monday thru Friday: 8:00 AM - 8:00 PM
  Saturdays: 8:00 AM - 4:00 PM

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

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

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

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.


Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Annuity Comparison

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Current Net Worth?

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

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

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

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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.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Saving for College 101

Here’s a crash course on saving for college.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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