Why Alt Tax & Financial
Decades of Trusted Guidance,
Right Here at Home.
Tax Expertise Meets Thoughtful Financial Planning.
For nearly 50 years, families and business owners throughout the Janesville area have turned to our team for guidance that goes beyond a single tax season. As Enrolled Agents and financial professionals working side by side, we bring tax preparation, investment management, and long-term planning together under one roof, so every decision is considered from every angle.
We take the time to understand your full financial picture before recommending a path forward, and we stay by your side to help you adjust that plan as your life changes.
Portfolio Management
Building a Portfolio Around Your Goals
We construct and monitor diversified portfolios designed to reflect your risk tolerance, time horizon, and long-term objectives.
Retirement Strategies
Planning for the Retirement You Picture
From income planning to Social Security timing, we help you build a retirement strategy designed to support the lifestyle you're working toward.
Estate Strategies
Protecting What You've Built
We work alongside your legal counsel to help you organize your estate and create a plan that reflects your wishes for future generations.
Our Team
A Multi-Generational Team
Built on Family Values.
Our team includes multiple generations of Enrolled Agents and financial professionals who have called Janesville home for decades. We built our practice the same way we build client relationships — with patience, consistency, and genuine care.