1101 Joliet Street
Janesville, WI 53546
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
Helpful Content
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
View all articles 
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
View all calculators
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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.