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Tax Preparation and Planning Services

Let Adler & Associates, S.C. serve all your tax needs. We assist our individual and business clients with income taxes, payroll taxes and sales taxes regularly. Our focus is on your specific tax needs in planning and preparing for your tax obligations. We also keep up with the ever-changing regulatory environment, so you don't have to.

Our professional tax services include:


Individual Tax Preparation

Every year taxpayers lose out in millions of dollars in refunds by not using an experienced tax professional. At Adler & Associates, S.C. we scour the new changes in tax law so that we can apply them to your return. We believe that year-round continuing professional education is the backbone of our success. We take pride in making sure you get back every dollar you deserve.

Business Tax Preparation

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Adler & Associates, S.C.'s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

Partnership, S-Corporation, C-Corporation, Sole Proprietor, Non-Profit Organization? No matter your organization, we have experienced tax professionals who can prepare your tax returns and ensure that your deadlines and regulations are met. We strive to take advantage of the tax code and put it to your advantage. Our commitment to ongoing continuing professional education is year-round, which means we’re looking out for you all year, not just during tax season.

Tax Planning

Whether estate, trust, business, or personal taxes, the purpose of tax planning is to reduce overall tax obligations. There are two main ways Adler & Associates, S.C. can help lower your taxes with planning.

First, we can analyze your situation and assist with conducting financial transactions in the most tax efficient way possible. Business, personal, or estates and trusts, we endeavor to find the most tax efficient structure for your financial situation.

The second way Adler & Associates, S.C. can plan for a lower tax bill is sticking to IRS deadlines and avoiding penalties. We know the IRS deadlines and regulations inside and out. From reminders to schedules to instructions, we will keep on top of your financial future.

Estate and Trust Tax Preparation

You don’t have to be a millionaire to have an estate or trust. Even if you have modest assets, failure to plan for their preservation can prove costly. Adler & Associates, S.C. takes the time to listen and understand our clients’ goals. We work with you to assist you in accessing your estate and trust assets with the least amount of tax penalty. We also keep abreast of changing estate and trust tax laws by attending continuing professional education. Our tax professionals will help you navigate the compressed nature of the estate and trust tax code and minimize your tax obligations.

Sales Tax

No matter your industry or filing frequency, Adler & Associates, S.C. can assist you with your sales tax reports. We have experienced professionals who stay up to date with changing sales tax regulations so you don’t have to. Let us be your experts.

Payroll Tax

No matter how big or small, our goal is to maximize the dollars in your pocket. Let our experienced payroll tax professionals find you ways to reduce your payroll taxes and ensure your compliance with payroll tax regulations. Bi-weekly, monthly, quarterly, or annually, Adler & Associates, S.C. will handle your payroll reporting duties, keep your payroll deposits on-time and up to date, and keep an eye out for payroll tax savings.

IRS Representation

It’s the dreaded word from within the IRS: audit. Professional representation can prove vital during an audit. Our experienced professionals have dealt with the IRS and Wisconsin Department of Revenue before, enabling us to guide you through. Don’t waste time worrying, we are ready and willing to help you answer any questions that crop up during an audit. Take comfort in the fact that you have an experienced CPA and accounting team with over 30 years of combined experience standing behind you.

Amended Tax Preparation

Was something not quite right on your taxes last year? How about the year before that? Bring up to the last three years of returns in and we’ll look them over to see if you got every dollar you were entitled to. We will put our over 30 years of combined experience to work for you. If we find any extra savings, we can prepare an amended return quickly and easily so that you can finally get the money you deserve.


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