Small Business Services

Today’s small businesses needs a strong network of support.  As your financial advocate we understand that it’s difficult to make confident decisions without reliable financial information. At D.B. Tax & Financial Services, Inc. we will work to make the accounting of your business easy and ensure that your financial records are maintained correctly and accurately.

We provide our clients with responsive and dedicated accounting professionals who will help you manage your business and keep your finances on track.  As your partner you can rest assured that your accounting system accurately reflects your current financial situation so you can stay on top of your business and instead of your books.

At D.B. Tax & Financial Services, Inc. we provide a variety of accounting, tax, and financial solutions for our clients:

  • Accounting and bookkeeping
  • Tax planning
  • Financial statement preparation
  • Compilations and reviews
  • Incorporation
  • Payroll
  • Budgets and financial projections
  • Business plan development
  • Cash flow management
  • Budgets and financial projections
  • Business loan assistance
  • Estate and trust planning
  • Retirement planning
  • Succession planning

Tax Planning and Preparation Services

At D.B. Tax & Financial Services, Inc. we believe that proactive tax planning strategy  is critical to minimizing your tax liabilities. As your business partner we will strive to create a overall tax planning strategy that can be integrated in to your business model. At D.B. Tax & Financial Services we endeavor to keep abreast of the ever changing  tax laws so you do not have too. Adjusting your tax planning strategy to decrease both your current and future tax liabilities throughout the year.
Our goal is to provide our clients, both business or person, with the professional taxation expertise and know how that they deserve year round.

Tax Services:

  • Tax returns for corporations, partnerships, individuals, and non-profits
  • Payroll taxes
  • Personal property tax
  • Sales tax
  • Other states
  • Strategic tax planning
  • Succession planning
  • Estate planning
  • Trusts and estates

Resources

Government Links

Education Links

State of Wisconsin College Plans

Mortgage & Renter Links

Retirement Links

Software Links

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