What We Do
Our Services
Our Approach
Helping Individuals, Families, and Businesses Pursue Their Goals
Whether you're planning for the future, growing a business, or navigating complex tax matters, our experienced professionals are here to help every step of the way.
Service 01
Tax Planning
Our firm continuously monitors Federal and State Income Tax law changes to allow our clients to minimize current and future tax liabilities.
If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full individual income tax preparation and filing services.
Service 02
Tax Preparation
Our firm prepares all Federal and State Tax returns for individuals.
- Electronic Filing
- Amended Returns
- Income Tax Planning and Tax Projections
- Assistance with Federal and State Tax Notices
Service 03
IRS and State/Local Representation
Our firm knows the tax laws and we know how your tax return was prepared. We can provide assistance to our clients with federal and state correspondence (CP 2000, etc.).
Joseph Valentine, EA also provides tax penalty abatement services. If you or someone you know is having collection issues with the IRS or state department of revenue, please give Joe a call.
Service 04
Estate Planning
Alt Tax and Financial Services offers Estate Planning services so you can minimize tax liabilities and lessen the burden your heirs will have in administering your estate.
Our tax and financial planners are able to help with financial and tax issues relating to legacy planning so your estate is handled exactly the way you want it to be.
Service 05
Notary Public Service
Need a document notarized? Our office provides notary public services on-site, so you can take care of important paperwork — from powers of attorney to real estate and financial documents — without an extra stop.
Contact Us
Midwest Values.
Financial Confidence.
Helping individuals, families, and businesses pursue their financial goals with trusted advice and personalized service.