I provide friendly, individualized tax and accounting services with results that will leave you feeling confident. LOCATION: 6525 Grand Teton Plaza Suite C-3, Madison, WI 53719 See location on Google Maps. 1 Book an in-person tax return preparation appointment. These appointments range from 1-2 hours based on the appointment type. When you are booking the appointment, you will be able to choose the type that fits your situation.
Appointments are available Monday - Friday from 5:30 pm - 10 pm, as well as Saturday's from 9 am - 5 pm. 2 Drop off / pick up. You may also conveniently drop off your tax information 24/7 at our office. We will confirm that we have received the paperwork. We ask that you schedule a 30-minute tax return pickup appointment for about a week after your initial dropoff.
Dropoff Instructions: Inside the front door of our office, you will find a drop box (looks like a mailbox). We require that an information sheet be completed by new clients when dropping off your tax information.
Appointments are available Monday - Friday from 5:30 pm - 10 pm, as well as Saturday's from 9 am - 5 pm. 2 Drop off / pick up. You may also conveniently drop off your tax information 24/7 at our office. We will confirm that we have received the paperwork. We ask that you schedule a 30-minute tax return pickup appointment for about a week after your initial dropoff.
Dropoff Instructions: Inside the front door of our office, you will find a drop box (looks like a mailbox). We require that an information sheet be completed by new clients when dropping off your tax information.
Services
Fees vary based on services and your situation.
If you would like an estimate of how much it will cost for tax preparation services, please use this estimate form.
I am available to meet with clients at the following times during the tax season by appointment only.
Office hours for documents drop-off are 5:30 - 9:00 PM Tuesday - Friday.
9:00 am - 6:00 pm Saturdays.
You can also drop off tax items 24-hours per day using the drop box located in the front entry of the office (entrance is on the back of the building).
If you would like an estimate of how much it will cost for tax preparation services, please use this estimate form.
I am available to meet with clients at the following times during the tax season by appointment only.
Office hours for documents drop-off are 5:30 - 9:00 PM Tuesday - Friday.
9:00 am - 6:00 pm Saturdays.
You can also drop off tax items 24-hours per day using the drop box located in the front entry of the office (entrance is on the back of the building).
The following links to information, applications, and tools should help you with common tax season concerns.
Please complete this organizer before your appointment.
Prior year clients can request an individualized Organizer by emailing james@taxmanplus.com.
Set of calculators from Associated Bank.
Associated Bank of Wisconsin has made this set of useful calculators available to the public.
Please complete this organizer before your appointment.
Prior year clients can request an individualized Organizer by emailing james@taxmanplus.com.
Set of calculators from Associated Bank.
Associated Bank of Wisconsin has made this set of useful calculators available to the public.
The following appointment tool and instructions help you to schedule your own appointment with me from October through April only.
Note: If you are busy or finding it hard to schedule an appointment time, please consider dropping your tax return information off at the office during the hours of 5 pm and 9 pm, Monday through Friday.
We can then find a shorter time to meet and review the return before filing.
If you choose this option be sure to reference this Dropoff Procedure Checklist so you are prepared.
Note: If you are busy or finding it hard to schedule an appointment time, please consider dropping your tax return information off at the office during the hours of 5 pm and 9 pm, Monday through Friday.
We can then find a shorter time to meet and review the return before filing.
If you choose this option be sure to reference this Dropoff Procedure Checklist so you are prepared.
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