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Simplifying your financial life, one transaction at a time.

At My Money Tax and Accounting, we believe that relationships are the key to successful accounting and tax services. We are committed to building strong, personal relationships with our clients, and providing them with the expertise and guidance they need to achieve their financial goals.

Who We Serve

We serve individuals, families, businesses with up to about 25 employees, and small non-profit organizations. While most of our clients are from the Madison, Wisconsin area, we have clients from as far away as California and Florida. Whether you are an individual or a small business owner, dealing with taxes and small business finances can be confusing, intimidating, frustrating, and stressful. Our approach is to make life easier for you and to help you understand your financial matters better.

Industries We Serve

While we serve businesses from a broad range of industries, we specialize in service industries, construction and trades, auto repair, small restaurants and food carts, small retail establishments, rental real estate, trusts, and non-profits. We understand that every industry has its unique challenges and requirements, and we are committed to providing tailored solutions to meet the specific needs of each client.

What We Offer

At My Money Tax and Accounting, we offer a wide range of services designed to help individuals and small businesses navigate the complex world of taxes and accounting. Our services include:

  • Tax Planning: We work with our clients to understand their individual and business goals, and develop a personalized tax strategy to help them achieve those goals.
  • Tax Problems: We help our clients resolve tax disputes and delinquent tax issues, and ensure that they are in compliance with all tax laws and regulations.
  • Business Tax Returns: We prepare accurate and timely business tax returns, and ensure that our clients are taking advantage of all available tax credits and deductions.
  • Small Business Accounting: We provide our clients with accurate and timely financial statements, and help them make informed business decisions.
  • Payroll Services: We help our clients manage their payroll efficiently, and ensure that they are in compliance with all payroll taxes and regulations.
  • QuickBooks Services: We provide our clients with expert QuickBooks consulting and support, and help them optimize their accounting and bookkeeping systems.

Our Approach

At My Money Tax and Accounting, we believe that relationships are the key to successful accounting and tax services. We take the time to understand our clients' unique needs and goals, and provide personalized attention and expertise. We leverage technology to help our clients save time and money, and provide them with the resources and support they need to achieve their financial goals.

Contact Us

If you are looking for a trusted partner to help you manage your taxes and accounting, please do not hesitate to contact us. We would be happy to discuss your specific needs and provide you with personalized advice and guidance.

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