Business Details
Your Trusted Accounting Partner in Mauston, WI
Lutz Tax & Accounting is a professional accounting firm licensed in Wisconsin, specializing in comprehensive tax and financial services for individuals and businesses. With expertise in evolving tax laws, we provide personalized solutions including retirement planning, estate planning, elder care accounting, and business tax strategies. Our services extend to QuickBooks support, cryptocurrency tax compliance, and IRS audit representation, ensuring clients receive accurate financial guidance tailored to their unique needs.We prioritize close client relationships, combining affordability with deep industry knowledge to deliver actionable insights that empower informed financial decisions. Our team stays current with regulatory changes to help clients maximize deductions, navigate complex tax scenarios, and achieve long-term financial security.
Services
Tax Preparation
Accounting Services
QuickBooks Support
IRS Audit Representation
Estate Planning
Cryptocurrency Tax Compliance
Retirement Planning
Elder Care Accounting
Highlights and features
- We offer 20+ years of experience in Wisconsin tax compliance and financial planning.
- Our team provides personalized attention to every client's unique financial situation.
- We specialize in complex tax scenarios including cryptocurrency and IRS audits.
- Our services combine affordability with expertise in evolving tax regulations.
- We deliver actionable financial strategies tailored to individual and business needs.
What people say
Leading firms
Personal attention
Professional
Quality service
Services
Tax Preparation
We prepare individual and business tax returns with precision, ensuring compliance with current regulations. Our experts identify eligible deductions and credits to minimize tax liability while maintaining accuracy. Services include federal, state, and local tax filings for diverse client needs.
IRS Audit Representation
Our team provides expert representation during IRS audits, protecting client interests with thorough documentation and professional advocacy. We handle communication with tax authorities and develop strategies to resolve issues efficiently while maintaining compliance.
QuickBooks Support
We offer comprehensive QuickBooks setup, training, and troubleshooting services for small businesses. Our specialists optimize accounting systems for accurate financial tracking, payroll processing, and tax-ready reporting tailored to business operations.
Estate Planning
Our estate planning services ensure client assets are distributed according to their wishes while minimizing tax implications. We coordinate with legal professionals to create wills, trusts, and gifting strategies that protect family wealth across generations.
Cryptocurrency Tax Compliance
We specialize in cryptocurrency transaction reporting, including capital gains calculations and international compliance. Our experts help clients navigate evolving IRS guidelines for digital asset taxation and record-keeping requirements.
Questions
What tax services do you offer for individuals?
We provide complete individual tax preparation, retirement planning, and IRS audit representation services tailored to personal financial situations.
Do you handle business tax compliance?
Yes, we offer corporate tax filings, payroll tax processing, and strategic tax planning for businesses of all sizes.
Can you help with QuickBooks accounting software?
Our specialists provide QuickBooks setup, training, and ongoing support to optimize financial management for small businesses.
How do you handle IRS audit situations?
We provide full audit representation, including document preparation, communication with tax authorities, and resolution strategy development.
What elder care financial services are available?
We offer specialized accounting services for seniors, including budget management, asset tracking, and fraud prevention monitoring.
Do you work with cryptocurrency transactions?
Yes, we provide tax reporting and compliance services for cryptocurrency gains, losses, and international transaction requirements.
