Richard E. Nelson S.C. Financial Services

Individual Tax Preparation Preparing your own tax return can leave more questions than answers. We are educated in the ever-changing world of tax rules and requirements. We strive to ensure clients receive the maximum deductions and credits they are entitled to. All tax returns are prepared in our office, safeguarding all confidential client information. Corporate Tax Preparation Whether your corporation is a C-Corp, S-Corp, LLC, Partnership, or a Non Profit, we prepare them all. We use the same process as filing individual taxes as everything is prepared in house. Estate and Trust Return Preparation When handling an estate or a trust return, you don't need a fancy lawyer. What you do need is a good accountant. An estate or trust return can be very complicated, especially in a time of grief. We have prepared hundreds of estate and trust returns, and look forward to using that experience to assist you. Bookkeeping and Financial Statement Preparation Businesses depend on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. We offer many different types of bookkeeping services. We process our client's books on a monthly, quarterly or annual basis. We tailor our processing window to what works best for our clients. We also provide financial statements which follow current GAAP rules. Business Startup Support Are you ready to start the business you have always dreamed about? We are here to educate and assist you in all things concerning the start of a new business. We provide services such as: setting up a tax ID number, applying for withholding permits, how to charge sales tax appropriately to your customers, setting up Quickbooks, and much more. Tax Planning for Estates, Individuals and Corporations The only way to plan for future tax events is to stay prepared! Effective tax planning can provide financial security and peace of mind. Whether you are planning your estate net worth, personal tax implications of stock sales, or dealing with corporate profit, we are here to help! Deliquent Taxes and IRS or State Tax Audits Dealing with the IRS or State can be overwhelming. We prepare deliquent tax returns to get your tax account current. We also deal with the IRS or State on your behalf to help guide you through an audit. Payroll and Sales Tax Services There is no way around it, having employees is time consuming. Between calculating hours, overtime, tax withheld, health insurance and workers comp insurance, and it's hard to remember when the payroll forms and taxes are due. We prepare payroll checks, direct deposit, pay tax payments and file payroll tax reports for over 40 businesses on a monthly basis. We also prepare sales tax returns for corporations and self-employed individuals on a regular basis. Retirement Solutions for your Future No one wants to work forever. You need to prepare today for your tomorrow. We'll help you get your finances and investments in order so you can be more prepared for retirement. We can also help you with other investment options such as college savings, IRAs, Roth IRA's, Life Insurance and much more.

Address: 4295 West Bradley Road, Suite 202, Brown Deer, WI 53209, USA

Phone: +1 414 354 4117
FAX: +1 414 354 1821