Tax Planning Guide 2018

Each year as tax time approaches, it is extremely important to properly organize your tax related information so your return can be prepared accurately. Please click here to download our 2018 tax planning guide.

Please note: It is extremely important that you protect your identity from people attempting to fraudulently file a tax return in your name. If you feel that some has tried to do so contact us immediately at 414-352-3200 for assistance. You should also fill out the IRS Identity Theft Affidavit which can be downloaded by clicking here.