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414-273-0500

Tax Related Services

Tax engagements are an integral part of our accounting practice. The major emphasis of our tax practice is to ensure a minimum tax burden for our clients by our proactive planning approach. Through continuing education, we become familiar with new and upcoming legislation, court decisions and administrative rulings that may affect our clients’ tax circumstances.

We provide long-range financial planning for individuals, gifts, trusts, and estates. We have extensive experience in the preparation of tax returns for corporations, partnership, trusts, and individuals.

Please contact (414) 273-0500 for more information.

William Heilbronner, CPA
Chris Felton, CPA
Cheryl Pfundtner, CPA
Steve Feurer, CPA