CONNECT

Address:

814 Atlas Ave
Madison, WI 53714

Phone:

608-241-5678

Fax/Other:

608-241-4767

Company Profile

 

When we need to make a decision about the operation of our business, we always ask, “What is best for our clients?”  The answer to that question guides our decisions.

 

 

 

 

 The name of our business best describes who we are:

TAX & FINANCIAL SERVICE.




TAX – Tax preparation has always been the foundation of our business.  Helping clients save taxes on their individual and business returns is a top priority.  Our clients are also pleased with the year-round service and educational seminars that we offer, often at no additional charge.




FINANCIAL – Helping people define and work towards financial goals form the basis of the financial side of our business.  This includes planning for college, retirement, wealth accumulation & distribution, and estate issues.  We have helped clients with asset management, fixed annuities, and everything in between.  Call us for help!




SERVICE –  Every step taken – from the interview to delivering the final, valuable product – is done with service in mind.  We often hear our clients say, “You made it seem so easy!”, or “Now I understand!”   Part of the value of our firm is our down-to-earth approach to solving problems.  We strive to give clients more than what they expect, and we get great satisfaction from their peace of mind.




Company Started in 1988 by Marshall and Betty Mennenga 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck