Tax Services

How We Can Help Your Small Business with Taxes

Financial Advisors Inc. in Delavan, WI, is here to help you with tax preparation, tax planning, and any tax problems you may come across. Call us today at 262-728-2202 to make an appointment!
Planning — United States Federal Income Tax Form in Delavan, WI

Tax Preparation

We know that completing and filing your income tax return can be tricky and time-consuming. That's why many individuals and businesses turn to tax professionals to help them each year. Our experts keep up with the current tax trends and know the current tax laws. We will make sure you get all the deductions and credits that you are entitled to. For small businesses, we can help you prepare your bookkeeping for the upcoming year and set-up a system.
Here's how we help:
We will check your tax return using our computer software to identify any potential issues
We will file your refund electronically which means your refund will come faster
We will show you how to adjust your payroll withholding to get more money back
We will show you all the potential deductions for next year

Tax Planning

Our advisors help individuals and small businesses plan for the current tax year. We will help you comply with tax laws while suggesting tax-saving strategies.
Some of our tax-saving strategies include:
  • Splitting income among family members to get more income taxed in the lower bracket
  • Shifting expenses and income each year to allow for lower rates of tax
  • Deferring tax liabilities through investments
  • Finding investments that produce income that is tax-exempt from federal or state taxes
  • Finding tax deductions

Are You Having Issues with the IRS?

Let us help! We are here to resolve your problems and help you find solutions. Below is a list of our IRS resolution services. Do not hesitate to call us at 262-728-2202.
  • IRS Audit Representation
  • Non-Filed Tax Returns
  • Back Taxes Owed
  • Payroll Tax Problems
  • IRS Liens
  • IRS Levies
  • IRS Wage Garnishment
  • IRS Seizures
  • Offer in Compromise
  • IRS Payment Plan
  • Bankruptcy
  • Innocent Spouse Relief
  • Get your IRS File
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