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Meet the Team
Services
Bookkeeping
Tax Preparation & Filing
Tax Planning
Consulting & Advisory
Schedule A Meeting
Pricing & Packages
Insights & Tools
Tax Time
News and Tips
Processes
Resources
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The Financial Resources You Need, All in One Place
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Business & Bookkeeping
Bookkeeping FAQ: Common Questions Answered
Business & Bookkeeping
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Accounting Terms
Accounting Terms
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Learning
Bookkeeping FAQ: Common Questions Answered
Business & Bookkeeping
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Taxes
W-9 Tax Form: Understanding What It Is, Why It Matters, and When You Need It
Forms
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Where’s my Wisconsin Tax Refund?
Taxes
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Calendar
Class 7: Budgeting Basics for Teens & Young Adults
Date:
September 17, 2025 5:00 pm -
6:00 pm
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Class 8: Paychecks, Taxes & Savings!
Date:
September 23, 2025 5:00 pm -
6:00 pm
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Class 9: Emergency Funds – What, Why & How Much?
Date:
September 29, 2025 5:00 pm -
6:00 pm
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Balanced Books, Business Brilliance: A Positive, Hands-On Business Finance Workshop!
Date:
October 3, 2025 8:00 am -
4:00 pm
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Class 10: Personal Finance for Adults
Date:
October 7, 2025 5:00 pm -
6:00 pm
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Class 11: Tax Time Prep!
Date:
October 14, 2025 1:00 pm -
2:00 pm
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Class 12: Crush Your Debt & Better Your Credit Scores
Date:
October 22, 2025 1:00 pm -
2:00 pm
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Tools
Tools: Coming Soon!
Tools
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Calendar: Coming Soon!
Calendar
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Free Templates
FREE Cash Flow Weekly Tracker (Q3)
Free Templates
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Free Templates: Coming Soon!
Free Templates
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