Individual Taxpayers

Tax Return Filing

Filing your taxes can be confusing and complicated. We aim to make that process as pleasant and painless as paying taxes can be! We offer in-person tax appointments, as well as virtual appointments, and the ability for you to mail, drop off or upload your documents for us to prepare. 

If you already have a username and password for our client portal, please use the Client Portal link at the top of the page. Otherwise, use the link below to securely upload documents to us.

Helpful links:

IRS Tax Withholding Estimator

Apply for an EIN

Make an IRS Payment

Pay Wisconsin Dept of Revenue

Consulting

Do you have a question about the sale of your rental property? Do you need help figuring out your W-2 withholding?

We are happy to assist you.

Estimated Tax Payments

Individuals whose current year withholding will not cover 90% of their current year tax liability or 110% of last year's tax liability should make quarterly estimated payments.

Quarterly payments are due:

4/15/24, 6/15/24, 9/15/24, 1/15/25

2024

• IRS mileage rate for 2023 is 67 cents per business mile driven.
• 2024 IRA Contribution limit (Covered by a Retirement Plan at Work)
• 2024 IRA Contribution Limit (Not Covered by a Retirement Plan at Work)
• 2024 Roth Contribution Income Limit 
• IRA Contributions must be made by April 15, 2025 for the 2024 tax year
• 2024 HSA - self-only $4,150 limit
• 2024 HSA - family $8,300 limit
• HSA (55 or older by year-end, $1,000 catch up)
• Annual $18,000 gift tax exclusion (you can gift $18,000 per person each year without filing a gift tax return)
• 529 Plan Contributions must be made by April 15, 2025 for the 2024 tax year