CONNECT

Address:

814 Atlas Ave
Madison, WI 53714

Phone:

608-241-5678

Fax/Other:

608-241-4767

FAQ

What are your tax preparation fees?

Our fees are based on the complexity of your return.  Please contact us, and we would be more than happy to give you an individual price quote.  Also note that tax returns include a complimentary tax and financial review to take the surprise out of your next return.   We are certain that you will find our prices very competitive.  We look forward to hearing from you!
 

Where can I find more detailed information about your financial services?

The best way to get more information is to contact us directly, and we will answer any questions that you might have.  You can also visit the services page on our securites broker/dealer's website.
 
What forms should I fill out before I come in for my appointment?
 
You will find all of our forms in the Forms Tab.  Filling these out before your appointment will allow you to organize everything that you need to make the process quick and easy.  If you have any questions please contact your advisor, and he/she will help you.
 
What is the website that I can use to check on the status of my refund?
 

The site is www.refundinfo.com.
 

Where are you located?

The Contact Us page has our address, and you can use this map to find your way here.  Click Here 
 

How long should I keep my records?

Records retention information can be viewed here.

 

Still having trouble finding something?

Do you have a suggestion for something that you would like to see on this site?  Let us know!

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