With the help of my father-in-law, Robert Wagner C.P.A., I started Expert Tax in 1999 (incorporated 2003) while I was teaching math and science in Kenosha, WI. Ten years later we have gone from the cold basement of my home, into our second commercial location. The #1 goal of Expert Tax Solutions is still to provide unmatched personalized tax service and planning, in an environment that eases our clients personal stress and anxiety.
I am proud to state that many of our clients are my best friends. As an investment professional I hold a series 7 and 63 license. Outside of the office I enjoy spending time with my wife and two children. We love to travel, see live music, camp, and hang out with our extended family and friends. We currently reside in the wonderful community of Raymond, WI.
I am proud to state that many of our clients are my best friends. As an investment professional I hold a series 7 and 63 license. Outside of the office I enjoy spending time with my wife and two children. We love to travel, see live music, camp, and hang out with our extended family and friends. We currently reside in the wonderful community of Raymond, WI.
Services
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir?
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits! These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not. It's up to you to maintain and stretch out the "thrill and excitement" period forever. A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business.
When it comes to paying employees, laws and the IRS have made the payroll function a time consuming nightmare for the small business owner. Small business owners spend an average of eight hours a month performing payroll functions. That's 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customers.
Reviews (5)
Lora Bonn
Feb 23, 2021
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Tony Matoska
Jan 02, 2020
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Bala Bola
Jul 17, 2015
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Brian Lucas
Jan 25, 2014
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I first heard about Expert Tax Solutions through a friend of mine. I mentioned earlier this year that I was looking for a new tax person to handle my taxes and was hoping to find someone that made the experience painless and easy, while still being convenient. To my satisfaction, that is exactly what I found! I will be returning next year for my taxes and for future years! Highly recommend!!
Anthony Beer
Dec 10, 2013
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Was given a referral from a friend and changed from my tax accountant who I was with for the past 10 years. I was extremely pleased with the level of service provided from the moment I met the staff. The process was very quick. Requested some assistance during a refinance to obtain my taxes electronically and this was completed and sent directly to my Mortgage Company. I look forward to working with your staff again next year.
