COVID-19 Announcement

Until further notice, our office is closed. If/when we are able to open, you will need to make an appointment to drop off your paperwork or pick up your tax return. Because of the air of uncertainty and in support of the steps taken to limit exposure to COVID-19, we have implemented the following procedures:

We will continue to work on completing tax returns.

We will mail you the form 8879 (permission to e-file) and the bill. We ask that you sign the 8879 and return it along with your payment. Once received, we will e-file your tax returns.

You have the following options to receive your tax return:

    1. We can send it to you through our portal. You will receive an email from us with instructions on how to access your tax returns. The original documents will remain in our office for pick up at a later date.
    2. We can mail you your tax returns. If choosing this option, there will be an additional $10 fee for mailing. We mail returns by priority mail for tracking purposes. Please include the $10 with your payment.
    3. We can simply e-file your returns at this time. Your copy of your tax returns will remain in our office for pick up at a later date.


As you may have heard, the filing deadline for both federal and state tax returns has been extended until July 15th. More importantly, there will be no interest or penalties during this extension period. In addition, the April 15th estimated payment (if you make them) is extended until July 15th.  This is the latest, but we hear there may be another extension for estimated payments, however nothing is definite at this time.

If you have any questions or concerns, you can contact our office (920) 558-4683 and leave a message or you can e-mail us at We will reply as soon as we are able. We understand your need to have your return done, but we do ask that you be patient as we navigate the uncertainty that lies ahead.

Please follow our Facebook page for further updates as we move forward.

Why Hire a Professional Tax Preparer?

With all the software ads and commercials explaining how easy it is to file your own taxes, you may be tempted to file your returns yourself. And, in some cases that is absolutely appropriate. However, let me give you some reasons why you might want to choose a professional tax preparer.

1) Professional tax preparers spend many hours each year learning about tax changes, improving their skills, and networking with other tax preparers that have expert knowledge in specialized areas. Each year, I exceed 60 hours of continuing education, including ethics.

2) Professional tax preparers provide layers of security. The last thing you want to deal with is identity theft. As an enrolled agent I am required by the IRS to have a detailed, written security plan. We use encryption, secure portals, and various methods of office security to protect your identity and data.

3) Professional tax preparers, such as enrolled agents, CPAs and lawyers are able to represent you when you are audited by the IRS or your state’s taxing authority. Don’t sweat it when you receive a letter from the IRS. Bring it in and we will handle it for you.

So, if you don’t feel confident doing your tax returns on your own, seek out a professional. Scanning and sending your documents to someone you have never met is risky. Unfortunately, we live in an age of scams and deceptions. Make sure you have someone to turn to if you do receive a letter from the IRS. Choose someone who can assist you with tax planning. Choose a professional.

IRS Withholding Calculator

The IRS encourages everyone to use the Withholding Calculator to perform a quick “paycheck checkup.”  This is even more important this year because of recent changes to the tax law for 2018.

The Calculator helps you identify your tax withholding to make sure you have the right amount of tax withheld from your paycheck at work.

There are several reasons to check your withholding:

  • Checking your withholding can help protect against having too little tax withheld and facing an unexpected tax bill or penalty at tax time next year. 
  • At the same time, with the average refund topping $2,800, you may prefer to have less tax withheld up front and receive more in your paychecks. If you are an employee, the Withholding Calculator helps you determine whether you need to give your employer a new Form W-4, Employee’s Withholding Allowance Certificate. You can use your results from the Calculator to help fill out the form and adjust your income tax withholding.  If you receive pension income, you can use the results from the calculator to complete a Form W-4P and give it to your payer.Ready to start? Make sure Javascript is enabled.