Tax Planning and Compliance

With new legislation passing regularly, tax planning for your personal return has become even more complicated. Knowing and understanding the implications of recent legislation can help you mitigate your losses and preserve more of your hard-earned income. You can count on Kolb+Co.’s tax experts to identify tax saving strategies that will help you take advantage of new opportunities and confront planning challenges.

Planning

The Kolb+Co. tax department is committed to understanding your goals and needs in order to best help you. It is with this mindset that our tax professionals get to know each of their clients so that we can provide solid tax advice that fits your specific needs and helps make sense of a complicated tax system. It is this personal touch that we believe separates Kolb+Co. from other tax advisers.

Year-end Tax Planning
Alternative Minimum Tax Planning
Succession Planning
Estate Tax Planning

Compliance

Tax legislation can be a maze of what, where and when. The Kolb+Co. tax department’s mission is to guide our clients through that maze and ensure our clients are filing the right forms, in the right jurisdictions and in a timely fashion. Preparing complete and accurate returns is a top priority and our dedication shows in our reputation for producing a high-quality tax product.

Individual and Fiduciary Tax Returns
Gift Tax Returns
State Filing and Residency Issues
IRS Audit Support

Kolb+Co. is a full line professional services firm serving Wisconsin, the communities of Appleton, Brookfield, Cedarburg, Delafield, Elm Grove, Fond du Lac, Franklin, Germantown, Greenfield, Hartland, Kenosha, Lake Geneva, Madison, Menomonee Falls, Mequon, Milwaukee, New Berlin, Oak Creek, Oconomowoc, Pewaukee, Port Washington, Racine, Sheboygan, Waukesha, Wauwatosa, West Allis and beyond.

Related Resources

Below are some of our most current and/or all-time favorite articles and whitepapers related to tax services. Be sure to visit our Resources Library for more tax, accounting, business and technology news and reports.

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