Business and Personal Tax Services

In order to help you when preparing your personal and business tax files to drop off or send to us, we have compiled a list of items that you may need to include. Information to include with vary for each individual or business. You may not need to include every item on the lists below. New clients will also need to provide us with a signed Engagement Letter including Terms and Agreement – download HERE.

To check the status of your refund you can visit the IRS website HERE.  For the Wisconsin Department of Revenue click HERE.

Tax file can be dropped off at our office.  For more information on tax services and to schedule an appointment please email info@personalizedacctg.comor call our office.