BADGER STATE FINANCIAL SERVICES


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TAX PREPARATION



****PLEASE NOTE **** I AM no longer accepting new tax clients. if you are interested in working with someone with both your financial planning/investment needs & tax preparation, please give me a call to discuss.



Don't overpay one of those national chains. Get professional service at a reasonable price...and with the same person every year who will get to know you and understand your specific situation. Together we can work to maximize your deductions and enable you to keep more of your hard-earned money where it belongs...in your pocket!!

Frequently asked questions:

Do I need an appointment? Yes. We will meet for 10-15 minutes at our initial meeting to review your prior years return and the information that you have for this year. When I have completed your return, we will get back together to review it and answer any questions that you may have before we file. **Due to Covid, alternative options are available to meeting in person if desired**


Will you prepare the return while I wait? No. In most cases, if we have everything that we need, I will have everything ready to go within a week or less.


After the new client special rate, what will you charge the following year? I will give you an estimate after completing your return for the 1st time.


If I am ever audited, can you represent me in front of the IRS? If I prepared the return in question, I am able to represent you, if needed. If I did not prepare it, I am not able to. Should you require my assistance, my fees will be based on the time required.



new client special offer--$250**





Includes your federal & state returns efiled. Just mention this offer and call or email to make your appointment today!!


**Most returns qualify. Common exceptions:

Schedule C (self-employed income-usually $50-$100 extra)

Schedule E (rental property income-usually $50-$100 extra)

K1 forms ($75 each)

Married filing separately add $75

Multi-state returns add $50/state



HELPFUL INFORMATION





Here is a checklist to help with putting together the information I will need:

Tax preparation checklist


Here is a great summary of current tax brackets, standard deduction amounts, and retirement contribution limits/RMD info:

2025 Tax Facts

2024 Tax Facts

2023 Tax Facts




badger state financial services



240 regency court, suite 305, brookfield, wi 53045
262-432-1268
paul.pretti@badgerstatefinancial.com