Tax Preparation Special

$89 Age 50+ Special, Complete Tax Preparation. Includes Federal, State and Electronic Filing. *A $250.00 Value* Applies to personal income tax returns only. $149 offer for ages 49 and below.  Contact us, our schedule fills up fast for our CPAs, IRS Enrolled Agents and Tax Preparers. Take Advantage of our Tax Preparation Special! Available for new clients until April 7, 2023!

Don't procrastinate, time is ticking!

For new and returning clients; Friday, April 7, 2023 is the last day to drop off your information to us (or upload your information securely).

Our calendar is almost full. We are getting very close to closing down the calendar schedule for any future tax preparations.

It will be first come first serve until it is all full.

Don't be on the outside looking in and don't say we didn't give you advance warning.

$89 Tax Preparation Special

Choose Your Tax Preparer Carefully

Only enrolled agents are required to demonstrate to the IRS their competence in all areas of taxation, representation and ethics before they are given unlimited representation rights before IRS. Unlike attorneys and CPAs, who are state licensed and who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation.  Call us, our schedule fills up fast for our IRS Enrolled Agent and Tax Preparers. Take Advantage of our Tax Preparation Special! Call (262) 335-1700

Federal and State Income Tax Preparation and Filing Service

We have the expertise you need with our team of IRS Enrolled Agents (EA) and Certified Public Accountants (CPA). Client First offers prompt, efficient tax preparation services to individuals and families throughout Southeast Wisconsin. With easy direct deposit of your refund available, you will receive your tax refund quickly and easily. Our offices provide tax advice and financial planning services year round, always putting your interests first.

Tax Preparation in Wisconsin

At Client First, you can rest assured your tax preparation is in good hands.

We offer accurate, timely tax preparation services at affordable prices. From filing simple 1040EZ forms to more complex services such as claiming dependents, finding various tax deductions and navigating the many complexities which are associated with tax season, let the professionals at Client First make filing your personal income taxes easy and stress-free this year.

The tax code has changed over 5000 times in the last 15 years, or about one change a day. It’s very easy to miss substantial deductions and overpay on your taxes. The IRS won’t be alerting you to those types changes any time soon.

We are committed to customer service and satisfaction – we work with you, answering questions or concerns you may have regarding your finances. Call (262) 335-1700

Solving and Avoiding Tax Problems

The complexity of tax preparation creates many easy pitfalls for people trying to claim any sort of deduction. Underpayment of taxes can lead to penalties, fines, garnishment or seizure of assets.
Whether you already have problems with the IRS, or if you want to avoid encountering them, call Client First. Our experienced tax preparers stay informed about the intricacies involved in tax code, and the best ways to mitigate the damage caused by past mistakes.

Common Tax Mistakes that May Lead to Audit

  • Basic info errors – names and social security numbers must be completely accurate. Simple math errors are also common. Double and triple check easy-to-miss information you may have sped through if filing on your own.
  • Incomplete recording of income – this should be obvious, but when there are multiple income sources, confusion comes easy. Make sure your W2s are accounted for and note all of your income.
  • Overstatement of business expenses – business expenses are subject to high levels of scrutiny by the IRS, so overstatement, whether intentional or innocent, is a common problem. Be wary of business entertainment costs you claim, because the IRS will be.

NOTE: Take special care in claiming business vehicle expenses. Mileage and the nature of trips are closely reviewed by tax officials, so you need to keep an accurate log.

Tax Planning Services

Tax considerations are vital to planning and financing a comfortable retirement.
Taxes affect your ability to invest. Before retirement, withheld taxes can significantly alter your available funds for long term investment. Many people like the larger tax return they get from overwithholding, but this represents money lost. Excessive withholding is essentially lending your money to the government for free – these funds could better be used to grow your own investments.

Even the IRS thinks tax laws are too complex. If you have long-term investments, they’re affected over time by your changing finances, and by changing tax codes. Constantly optimizing your investment and minimizing taxes becomes incredibly complex and prone to error.

You may need help with:

  • Identifying tax deductions you’re entitled to
  • Deferring income to pay lower tax rates
  • Reducing taxes on investment gains
  • Reducing gift and estate taxes
  • Preventing mistakes leading to IRS penalties
  • Moving wealth to tax-exempt investments

The tax preparation and retirement experts at Client First Tax & Wealth Advisors have been helping people plan around tax codes for years. Call now to start planning your financial future today.

Call (262) 335-1700


Let's work together! When you work with Client First as your independent fiduciary advisor, you'll see your entire financial picture in one place with one team.