Professional Tax Preparation and Planning Services

 

Remote Tax Firm Based in Southeast Wisconsin

We are now accepting new digital-only clients for individual tax preparation and planning. Efficiency and organization in paper elimination!

 

Learn more about our process, pricing, and how to get started by signing up today!

Our Services

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Comprehensive Tax Services for Individuals and Small Businesses

Tax Preparation

 

We prepare and file personal income tax returns (Form 1040), including those with complex situations like multiple income sources, investments, or real estate.

Tax Planning

 

Proactive strategies to minimize tax liability, such as maximizing retirement contributions, tax-loss harvesting, and deductions for life changes (e.g., marriage, home purchase, children, retirement).

Individual and small business returns

Estate and Trust services (Coming Soon)

Focus on tax efficiency and long-term strategy

Optimization of tax credits and deductions (e.g., child tax credits, energy credits, home office deductions)

Tax Audit Assistance

Expert help with IRS and state notices

Fast, accurate, & friendly! Great & easy to work with.”

— Katie D.

Why Choose Us?

Personalized Service

Available year-round to support your tax needs.

 

Stress-Free Experience

Our goal is to simplify your taxes and provide peace of mind.

 

Dependable Leadership

When you work with us, you can trust that we will handle your tax matters with care and expertise.

Strategy & Solutions

At JCW Tax & Accounting, we focus on maximizing your financial success. Whether you're navigating payroll adjustments, preparing for retirement, dealing with IRS notices, or facing other tax-related challenges, we are here to find solutions and help you move forward with confidence.

Contact Us

Ready to take control of your finances?

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