Tax Alerts
Tax Briefing(s)


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 our home page you will find a link to our secure portal, File Share.  This application will allow you to upload documents, QuickBooks files, and prior year tax returns to the portal where we can access them.  Similary, we can upload these same documents for you to access.

While navigate through our Website, please feel free to contact us directly at (262)249-1100 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.

If you need to drop off information outside or normal business hours, we have a drop box located on the alley side of the building towards the back. You can also send it to us via our secure portal, File Share (See link below). Lastly, you can always mail your information to us.

When your returns are completed, most of the above options are available to get your Form 8879 to you and\or the copy of your return. We also offer e-sign which allows you to sign electronically and provides you with a PDF of your return.  Approval to file your returns via email will also be available if you don’t have a way to scan in your Form 8879. Staff will explain these options when they call to notify you that your returns are ready.

 If you have any questions, please call us at (262)-249-1100

 To make a payment on your account, click on this link:  CPACharge


COVID notice - Our office is completely open to the public and our staff will not be wearing masks unless requested to do so.  If there are any special acommodations you need for COVID or anything else, please let us know prior to coming in for your appointment.


Certified Public Accountants