A Value-Added Service for Klaas Financial Clients
As a value-added service, Klaas Financial clients in Madison, WI have the option to have their federal and state individual income tax returns prepared by our in-house tax professional. While completely optional, this convenient service is exclusively available to Klaas clients—who are always free to use the tax preparer of their choice.
History of Our Tax Preparation Services
Klaas Financial launched income tax preparation services beginning with 2024 tax returns to provide our Madison-area clients with a seamless way to connect their financial planning and tax filing needs.
History of Our Tax Preparation Services
Synergy
Tax preparation and financial planning go hand-in-hand. By keeping both services under one roof, you benefit from seamless coordination and communication between your financial planner and tax preparer in Madison, WI.
Convenience
Simplify your schedule by working with just one trusted firm for both your accounting and financial services. Save time and reduce stress by delegating your tax preparation to Klaas Financial.
Experience
Our tax specialist is an IRS-enrolled tax professional with years of experience. They work closely with your financial adviser to help optimize your tax strategy, especially as it relates to retirement planning and income distribution.
Cost
The fee for tax preparation depends on the complexity of your returns (i.e., the number and type of required forms and schedules, along with other circumstances). Some forms that are billed hourly are also subject to minimum fees.
Ready to Have Klaas Prepare Your Taxes?
If you know you want Klaas Financial in Madison, WI to prepare your taxes, please let us know soon. With one staff member preparing returns, our capacity is limited. Contact us at 815-877-8440 or add your name to the queue by completing our one-question survey.
Additional Client Resources
We also maintain a Resource Center on our website, which includes helpful videos, articles, and our popular Klaas Koffee Chats.
Additional Income Tax Resources:
