WE HAVE AN UPDATE TO OUR OFFICE POLICY IN THE WAKE OF CORONAVIRUS
Thank you for your trust in Alt Tax & Financial Services. We recognize that with the constantly changing COVID-19 situation around the world that this is an unprecedented time for everyone—a time that, for many , is filled with uncertainty. In an effort to do our part in protecting our community and help slow the spread of the virus, we will stand with the country and practice “Social Distancing”.
We have cancelled all in person appointments as of Thursday, March 19, 2020.
Our office will be officially closed to the public after Saturday, March 20, 2020 at 4:00pm. You will not be able to enter our office building to drop off or pick up your taxes. We are sorry for this inconvenience, but we want to be part of the solution as much as we can. Here are the details going forward:
If your taxes are done and they need to be picked up—we will call you and see if you would like us to mail them to you and/or upload them to our secure portal. We will share with you how to make payment and return the signature documents for e-filing your returns.
If you have already had an appointment, or dropped off you taxes—we will call you when finished to arrange a way to get your documents and returns back to you via mail or online secure portal.
If you still need to get your taxes done we have four options. Make sure when you package your information that you include a current phone number and that you have completed all of your worksheets and signed all required forms. Returns will be completed in the order received—however be patient as we have no control over the numbers being dropped off at any one time.
Option #1. We have a mail slot in the front door where you can drop your tax packet that contains your tax documents, worksheets & signed forms. Please call if your packet is too big for the slot—someone will come out and get it. From there we will work on your return and call you to do a phone interview. We will then get them back to you by mail or secure file portal.
Option #2. You can mail your taxes to our office, 1101 Joliet St., Janesville, WI 53546. Mail all of your tax documents and include all worksheets and signed forms. We will call you when they arrive. From there we will work on your return and call you to do a phone interview. When completed, we will send your return to you by mail or secure file portal.
Option #3. We have a secure file portal where you can upload all of your information. All you have to do is CALL OUR OFFICE at 608-756-5919 and we will send you the link to set up your account. We will then contact you when we have received the info and again when we work on your return. We will let you know when they are complete and will then upload your returns, signing aligning forms and bill.
Option #4. Let us know that you would like an extension to file your taxes after April 15, 2020. We can then make an appointment for sometime after that date, maybe May or June.
Our staff will be working in the office moving forward and will still be available by phone from 9am to 8pm, Monday thru Friday and until 4pm on Saturdays.
Thank you again for trusting us with your taxes. We will continue to provide you with great service whether it’s in person or via phone, mail or online.
Office Phone: (608) 756-5919 Office Fax: (608) 756-5988
1101 Joliet Street
Janesville, WI 53546
By Appointment Only
Our website details a full range of services, contact information, and a company profile.
So click around and stay for a while!
"Contact Us" on the next page.
WSEA - Wisconsin Society of Enrolled Agents
NATP - National Association of Tax Professionals
NSTP - National Society of Tax Professionals
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Making the most of surprises is a great reason to work with us.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
There are common mistakes you can avoid when saving for retirement.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.