Home

As you browse through our Website, you will see that not only have we highlighted background information on our firm and the services we provide, but we have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section).

On the Home Page you will find a link to our online tax organizer, Tax Notebook. You can fill this out online and notify us when you are done. We can then import the information directly into our tax program saving us data entry time and paper. If you would like to access your organizer online, contact us at either office and we will set up with a username and password.  If you are a new client, you can create a new organizer from this site, as well.

While browsing through our Website, please feel free to contact us directly at (262)249-1100 or (262)742-2777 with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.