At The Neal Group, LLC, a Milwaukee accounting firm, one of the most valuable services we offer our individual clients is comprehensive tax planning and advice. Our tax planning helps you be proactive in minimizing your tax liability and eliminate surprises on your tax return. Our firm keeps up-to-date on all federal, state and local tax law changes so you can rest assured knowing we will help you take advantage of all tax savings.
Many individuals throughout Milwaukee and surrounding communities have relied on our guidance and support to help manage their financial security. We provide timely, confidential, personal service and work to make sure each client develops a clear picture of their personal financial situation.
Our services for individuals include:
- Income tax preparation- individual, multi-state
- Tax planning
- IRS problem resolution and audit assistance
- Personal financial statements
- Retirement and wealth accumulation planning
- Estate planning
- Trusts and gifts
- Alternative minimum tax planning
- College savings programs
- Retirement planning