Broker Check

1101 Joliet Street
Janesville, WI 53546-6202

ALT TAX & FINANCIAL SERVICES, INC.

(608) 756-5919

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management 

We also can answer your questions, including:

  • Can I retire early? *
  • Are my investments working hard enough? *
  • What’s the best approach for college savings? *
  • What are the elements of a sound estate strategy? *
  • Do I have enough life insurance for my family? *

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.



*These services are offered by Dennis C. Alt, Carol Alt, Gary Pankonien, and Joseph Valentine through his/her affiliation with HD Vest

 

Dennis C. Alt, EA

Owner, Senior Tax Advisor, and Investment Advisor Representative

(608) 756-5919

(608)756-5988

Dennis Alt has owned and operated Alt Tax and Financial Services since 1975. He is enrolled to represent taxpayers before the IRS and is a Charter Member of the Wisconsin Society of Enrolled Agents. He served on the Board of Directors...

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Carol J. Alt, EA

Senior Tax Advisor

(608) 756-5919

(608)756-5988

Carol Alt is the wife of Dennis Alt and works with some Business, Estate, and Trust clients at Alt Tax and Financial. Carol works directly with clients in helping them pursue their financial goals through tax planning strategies. Carol...

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Barbara L. Alt

Senior Tax Advisor

(608) 756-5919

(608)756-5988

Barbara Alt has been a Senior Tax Advisor at Alt Tax and Financial Services since 1998, and since 1997 she has also been an Administrative Assistant to Dennis Alt. Barb is in our office on a year-round basis to help assist clients with...

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Sarah A. Alt

Senior Tax Advisor

(608) 756-5919

(608)756-5988

Sarah Alt has been a Senior Tax Consultant with Alt Tax and Financial Services since 2010. She has worked her way from the main year-round receptionist since 2002 to an Administrative Assistant to Dennis Alt and a seasonal Senior Tax...

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Gary J. Pankonien, EA

Senior Tax Advisor and Investment Advisor Representative

(608) 756-5919

(608)756-5988

Gary J. Pankonien has been a Senior Tax Consultant at Alt Tax and Financial Services since 2003 and is in our office on a year-round basis to help assist clients with tax and financial matters. Gary is a graduate of the University of...

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Peggy S. Augustine

Senior Tax Advisor

(608) 756-5919

(608)756-5988

Peggy Augustine has been a Senior Tax Consultant with Alt Tax and Financial Services since 2005. She has been with the firm since 2003, previously working in the front office and checking returns before processing. Peggy has an...

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Peggy S. Tews

Senior Tax Advisor

(608) 756-5919

(608)756-5988

Peggy Tews has been a Senior Tax Consultant with Alt Tax and Financial Services since 2005. Peggy has received a Bachelor of Science Degree in Accounting from the University of Wisconsin-Platteville. She successfully completed the...

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Joseph R. Valentine, EA

Senior Tax Advisor and Investment Advisor Representative

(608) 756-5919

(608)756-5988

Joseph Valentine has been a Senior Tax Consultant at Alt Tax and Financial Services since 2011. He is enrolled to represent taxpayers before the IRS. Joe is in our office on a year-round basis to help assist clients with tax and...

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