(920) 279-0155 [email protected]

Tax Season Starts Monday, January 29th

New! Schedule your appointment online!

Tax season starts on Monday, January 29, 2024

Please verify that you have all documents before making your tax appointment.

Time is extremely limited for the next few months, and there will be additional fees if additional appointments are needed. A Fee of $100.00 will be charged for any No Call / No Show appointment. The fee must be paid to reschedule. This will not be applied to your rescheduled tax preparation appointment. I will accept calls to reschedule up to the time of your appointment, and there will not be an additional charge.

You will find an assortment of forms and information on this website. I’m always happy to assist you over the phone, text, or email if you have questions, so please don’t hesitate to contact me anytime. If I’m unavailable, please leave a voicemail, and we will return your call as soon as possible. Please don’t contact me on Facebook or Messenger, as I don’t check them. Texting (920) 279-0155 is the fastest as I’m getting back to people in between customers.

New Online Booking

Like last year, you can book your appointment online. Once you fill out the requested information you will get an email notification.  If for any reason that appointment isn’t the correct amount of time needed, I may send you a request for a change of date or time.  If you still wish to schedule your appointment by text or phone call, please feel free to contact me at the information on the top of the page.  Please understand that the fastest way to get on the calendar is by scheduling directly online.

PLEASE DON’T SCHEDULE AN APPOINTMENT UNTIL YOU HAVE ALL YOUR INFO.

Homestead Credit – Wisconsin

If you made under $24,680 in household income, please have your landlord fill out a Wisconsin Rent Certificate prior to your tax appointment. This is a substantial credit for lower income level families and is worth the few minutes it takes you to get the form filled out by your landlord. This credit is not available without a completed Rent Certificate or Property Tax Bill/Receipt.

Unemployment

If you received unemployment in 2023, go online and print off your forms. They don’t mail these out anymore and I don’t have time to print everything when you get to your appointment. The website is https://my.unemployment.wisconsin.gov/Claimant/Account/Logon 

No Extensions

Tax season runs from January 29, 2024, to April 15, 2024. I strongly urge you to get your taxes done during those dates as my office will NOT guarantee the processing of taxes after the due date. My business clients need my attention more than I can give them with the constant onset of late filers. Additional fees will be charged for filing extensions. Very few exceptions will be made.

1099-K’s

This year, it is very likely you will be getting additional tax documents you need to bring with you if you utilize cash transfer platforms such as PayPal, Venmo, Stripe, Cash App, Etc.  When transferring money between private parties, SOME transactions are now taxable.  Please download the 1099-K.  Even if you don’t receive a 1099-K, SOME income is taxable, so please download your transaction history(s) and bring it with you.  This is not optional.  If you get caught not claiming this income, the IRS will access penalties and you have a higher risk of getting audited.

Strategic Accounting Services is a family-run, full-service accounting firm based in Berlin, Wisconsin. We understand how difficult it can be to own and operate a business. Tax laws are always changing and it’s hard to keep up! We’re not here to just do the numbers…We’re here to help you grow your business!

Appointments

We do not accept walk-in appointments. Please call (920) 279-0155 to schedule an appointment so we can give you the amount of time and attention you need and deserve. Weekend hours always fill up fast, so we will have more availability if you’re able to schedule an appointment during weekdays. However, we’ll do whatever we can to accommodate your schedules.

2024 Price Guide

  • Bookkeeping (Hourly Rate): $80
  • 1040 (Federal and WI): $100 – $250
    Prices will vary based on schedules
  • Rental Properties (Each Property): $50
  • Schedule F or FC-A’s (Farms) (Each): $150
  • Additional State returns (Each): $50
  • No Call / No Show Fee: $100
    Must be paid before rescheduling
  • Amended Federal Taxes: $100
  • Amended State Taxes: $50
  • Partnership Taxes (Form 1065): $400
  • S Corp Taxes (Form 1120): $400
  • Schedule C Business Taxes: $100 – $200
    Prices will vary based on complexity
  • Shipping Fee for Mail-ins or Drop-offs: $15
    Waived if you pick up returns within a week of completion
  • Extensions: $100
    In addition to the cost of return
  • Additional appointment for not being prepared: $50
  • 3.5% credit card processing fee