Business Details
Your Trusted Accounting Partner in Fort Atkinson
For years, Business & Tax Systems has provided quality personalized financial guidance to local individuals and businesses. Our expertise spans basic tax management and accounting services to in-depth financial statements, personal tax planning, and business advisory solutions. We are one of the leading firms in the region, combining expertise, experience, and a team-oriented approach to ensure every client receives close analysis and attention. Our dedication to high standards, seasoned tax professionals, and strong work ethic have earned us a loyal client base. We help clients maintain financial viability in the present while proactively planning for future goals through open communication and sound analysis.Our mission emphasizes excellence and professionalism, serving as a trusted advisor for both individuals and businesses. We pride ourselves on being a staple of the local business community through hard work, talent, and responsiveness. Our three core principlesprofessionalism, responsiveness, and qualitydrive our commitment to outstanding service. With offices in Fort Atkinson and Watertown, we offer accessible, competent, and timely financial advice to current and prospective clients.
Services
Personal Financial Planning
Tax Preparation
Bookkeeping Services
Payroll Solutions
Estate Planning
Business Advisory
Tax Relief
Retirement Planning
Cash Flow Management
Succession Planning
Details
- Year established: 2025
Highlights and features
- We offer decades of experience in accounting and tax services for individuals and businesses.
- Our team provides personalized financial planning tailored to your unique needs.
- We specialize in resolving IRS tax problems and minimizing liabilities.
- We combine technical expertise with a client-focused approach for reliable solutions.
- We serve local businesses and individuals with accessible, timely financial advice.
What people say
Professional and responsive
Quality service
Personal attention
Competent advice
Trusted advisor
Services
Personal Financial Planning
We provide one-on-one financial guidance to help manage risk, improve performance, and ensure long-term wealth growth. Our comprehensive plans address retirement, estate management, and elder care needs. Clients receive tailored strategies to secure their family's financial future.
Tax Preparation
We prepare individual and business tax returns while ensuring compliance with evolving regulations. Our services maximize deductions and credits to minimize liabilities. We assist with IRS audits, back taxes, and complex filings for trusts and estates.
Bookkeeping Services
Our bookkeeping solutions maintain accurate financial records to support business decision-making. We handle day-to-day transactions, payroll processing, and cash flow management. Services are tailored to meet specific industry requirements and compliance standards.
Business Advisory
We offer strategic financial advice for business growth, including succession planning and new business formation. Our advisory services cover cash flow projections, financial planning, and compliance with tax obligations. Clients receive actionable insights to improve profitability.
Tax Relief
We resolve tax problems including IRS liens, levies, and wage garnishments. Our team negotiates payment plans, offers in compromise, and innocent spouse relief. Services emphasize discretion, affordability, and efficient resolution of tax disputes.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, cash flow management, business advisory, and tax compliance services tailored to small businesses.
Can you help with IRS tax problems?
Yes, we resolve IRS liens, levies, wage garnishments, and back taxes through payment plans and offers in compromise.
Do you offer financial planning for individuals?
We provide retirement planning, estate planning, and wealth management strategies for individual clients.
Are your services available in Watertown?
Yes, we serve clients in both Fort Atkinson and Watertown with office locations in both cities.
How can I securely send documents to your firm?
Use our SecureSend portal to deliver files directly to our team members for processing.
Reviews (2)
Jessica Rodulfo
Feb 21, 2021
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Positive:Professionalism
This will be my third year coming back. Have to make my appointment! :)
This will be my third year coming back. Have to make my appointment! :)
Sean Lanigan
Sep 27, 2015
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I have been using Business & Tax Systems for 15 years. The first 8 years they handled my personal tax filings as an employee and for the last 7 years as a business owner.
Generally, we work directly with Steve in Watertown and I recommend their services to both friends and family, who are also using their services. Their rates are very reasonable and they are super helpful. You will not be disappointed.
Generally, we work directly with Steve in Watertown and I recommend their services to both friends and family, who are also using their services. Their rates are very reasonable and they are super helpful. You will not be disappointed.
