^{About Our Firm}
Your Trusted Partner for
Tax, Investment, and Financial Services.

^{About Us}
Where Experience Meets
Personalized Financial Solutions

At ALT Tax & Financial Services, we believe that no two clients are alike. That's why we take the time to understand your financial situation, goals, and challenges before developing solutions that fit your needs. For over 45 years, we've helped clients navigate important financial decisions with trusted guidance, personalized attention, and a commitment to their long-term success.

Our Mission

Our Mission

To build lasting relationships by delivering personalized financial solutions, trusted advice, and exceptional service. We are committed to helping our clients navigate financial challenges, seize opportunities, and pursue long-term success with confidence.

^{Our Team}
Meet The People
Behind The Work.

Barbara Alt

Barbara L. Alt, EA

Senior Tax Advisor & Financial Administrative Assistant

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...

Carol Alt

Carol J. Alt, EA

Senior Tax Advisor

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

Dennis Alt

Dennis C. Alt, EA

Owner, Senior Tax Advisor, and Investment Advisor Representative

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...

Gary Pankonien

Gary J. Pankonien, EA

Senior Tax Advisor and Investment Adviser Representative

Gary J. Pankonien has been a Senior Tax Advisor 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...

Joseph Valentine

Joseph R. Valentine, EA

Senior Tax Advisor and Investment Advisor Representative

Joseph Valentine has been a Senior Tax Advisor 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 financial...

Peggy Augustine

Peggy S. Augustine

Senior Tax Advisor

Peggy Augustine has been a Senior Tax Advisor 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 Associate...

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Midwest Values.
Financial Confidence.

Helping individuals, families, and businesses pursue their financial goals with trusted advice and personalized service.

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