Happy New Year!

Happy New Year!

Just a few weeks ago we had the opportunity to move our office into an upper suite of our same building. The new office is better suited for our size, is better laid out and has a great view the city.  We hope you will like it.

Our address has remained the same; however parking is in the upper lot. Our entry is on the south side of the building with a sidewalk ramp or small flight of steps.

Joan Koelbl, Marie Helfrich, and Mary Hofer will again be with us this year. Derek Nest and his new bride have relocated to begin their lives closer to their families. He has taken a position with Clifton Gunderson CPA.

Our redesigned website features numerous helpful tools, including Online Appointment Finder, Lockbox secure file transfer and messaging, Track Your Refund, and numerous forms, organizers, worksheets and helpful links.

Thank you for coming back for another tax season.  We are really looking forward to seeing you soon!

Sincerely,

-- Fred

Frederick J. Caya, EA, ATP
Enrolled to Practice Before the Internal Revenue Service


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January 2012 Business Due Dates

Here are the January 2012 Business Due Dates 
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January 2012 Individual Due Dates

Here are the January 2012 Individual Due Dates 
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It’s Tax Time! Are You Ready?

If you’re like most taxpayers, you find yourself with an ominous stack of “homework” around TAX TIME! Unfortunately, the job of pulling together the records for your tax appointment is never easy, but the effort usually pays off when it comes to the extra tax money you save! When you arrive at your appointment fully prepared, you’ll have more time to:
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Are You Taking New Clients?
We have seen incredible growth in the last four years, growing from 325 clients to almost 700 going into this tax filing season. We know most of this growth has come from referrals. We are truly grateful for that confidence.

I think we have hit the point that we have to say “when”.

We will not be accepting new clients for the 2011 filing season. Our existing clients come first. If someone needs representation, past-due returns, or filing under extension, we would be happy to look into helping them starting in May.

If we are able to accept new clients in the future, we will post that on our website and newsletters.
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FEATURED LINKS
 
2011 Tax Return Organizers
Maximize deductions / minimize problems 
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Online Appointment Finder
The easy way to make your appointment 
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2011 Wisconsin Rent Certificate
For Wisconsin Homestead Credit
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1099MISC Worksheet
For Business Rent and Contract Labor
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County Land Records
Look up and print you property tax bill
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Verify my Wisconsin Estimates
Look up your WI Estimated Tax Payments
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Qualified Charitable Organization Look-Up   
IRS Publication 78 Searchable Database


Our Key Principles
  • Knowledge through years of experience and continuous learning 
  • Accuracy and thoroughness always, never haste and assumptions 
  • Ethical business practices for ourselves and our family of clients 
  • Fair pricing for exceptional service 
  • Highest level of client service, honoring our fiduciary responsibility, and ensuring that our services and practices consider the best interests of our clients 
  • Superior quality tax return preparation, accounting and bookkeeping; incorporating planning, technology, research, education, and audit compliance

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Our Key Principles