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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 Monday, April 18, 2022 through Saturday, January 21, 2023   
Monday thru Friday: 9:00 AM - 3:00 PM
Other Hours Available
By Appointment Only
 ____________________________
 
From Monday, January 23, 2023 through Monday, April 17, 2023   
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

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


 
   

Helpful Content

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Surprises

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Making the most of surprises is a great reason to work with us.

 

Getting a Head Start on College Savings

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What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Saving for College

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

An Inside Look at Retirement Living

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

5 Smart Investing Principles

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

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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A Bucket Plan to Go with Your Bucket List

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

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

What Can a Million Dollars Buy You?

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

The Power of Tax-Deferred Growth

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

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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