Broker Check
Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React

                                                                 

 

OFFICE UPDATE 10/6/2020 

Alt Tax & Financial, Inc. office is currently in full service mode.

We can be reached by phone at 608-756-5919 from 9:00am – 3:00pm, Monday thru Friday. We are meeting face-to-face with clients by appointment only. If you would like to schedule an in-person appointment, please give us a call.

When not open, our door slot is available to clients needing to drop off information.

We strive to continue serving our clients while keeping clients and staff safe & healthy. Masks are required to be worn inside our building.

If an employee is showing any signs of illness they are asked to stay home and we are asking the same of our clients.

We wish everyone good health through these tough times.

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 Wednesday, April 15, 2020 through Saturday, January 23, 2021
     Monday thru Friday: 9:00 AM - 3:00 PM
 Other Hours Available
By Appointment Only
____________________________
From Monday, January 25, 2021 through Wednesday, April 14, 2021   
Monday thru Friday: 8:00 AM - 8:00 PM
  Saturdays: 8:00 AM - 4:00 PM
____________________________
From Thursday, April 15, 2021 through Saturday, January 22, 2022   
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

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

 

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Understanding the Alternate Valuation Date

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

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

View all articles arrow

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.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Bi-Weekly Payments

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

View all calculators arrow

Managing Your Lifestyle

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

5 Smart Investing Strategies

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.

Investment Strategies for Retirement

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

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

View all presentations arrow

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

View all videos arrow