CONNECT

Address:

For Accounting, Tax Planning and Preparation321 W Fulton St.P.O. Box 288
Waupaca, WI 54981

Phone:

715.258.3325800.383.2126

Fax/Other:

715.258.3209

Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 

  • Professional Accounting Services
  • Income Tax Preparation
    • Individuals, Partnerships, Corporations
    • Non-Profit Organizations
    • Trusts, Estates, Gift Tax
    • Benefit Plans
    • Ministers
    • Out-of-State Returns
  • Tax Audit Representation
  • Business Development
  • Financial Services
  • Investment Services
  • Insurance Services
  • Funeral Trusts
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck