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Expert Tax Preparation & Accounting Services in Little Chute
Brian Olson Tax & Accounting was founded on the principle of simplifying tax preparation for individuals and small businesses in northeastern Wisconsin. With over two decades of experience in tax and accounting services, our practice combines deep technical expertise with personalized client care. Our founder, a University of Wisconsin-Green Bay graduate, brings specialized knowledge as an Enrolled Agenta distinction earned through rigorous testing comparable to the CPA exam. We maintain continuous compliance with evolving federal, state, and local tax regulations to ensure accurate filings and minimize client liabilities. Our approach emphasizes tax planning strategies that maximize deductions while maintaining strict adherence to legal requirements.We offer customized solutions for unique situations, including IRS representation, estate tax planning, and small business compliance. Our commitment to client education includes complimentary off-season tax consultations and electronic filing services. Having served the Fox River Valley community for a decade, we prioritize transparency in all financial matters, including waived electronic filing fees. Our practice extends beyond tax preparation, offering specialized expertise in resolving tax controversies through proven negotiation strategies with federal and state agencies. The firm's longevity and repeat clientele reflect our consistent delivery of reliable, ethically grounded tax solutions tailored to each client's specific needs.
Services
Tax Preparation
IRS Representation
Corporate Taxes
Estate Tax Services
Tax Planning
Highlights and features
- We offer 20 years of tax and accounting experience
- Our team includes a certified Enrolled Agent (EA)
- We provide IRS and state tax authority representation
- Free electronic filing with all paid returns
- We serve the Fox Valley region including Little Chute
Associations and certifications
- National Association of Tax Professionals
- Enrolled Agent (EA)
Services
Tax Preparation
We prepare comprehensive federal, state, and local tax returns for individuals and businesses. Our service includes maximizing eligible deductions and ensuring compliance with current tax laws. All returns receive electronic filing options at no additional cost.
IRS Representation
Professional advocacy services for IRS audits, collection issues, and tax debt negotiations. We implement proven strategies for offers in compromise and penalty abatement while maintaining federal compliance standards.
Corporate Taxes
Specialized tax planning and compliance solutions for corporations, including quarterly estimated tax calculations and strategic profit optimization through legal tax reduction methods.
Estate Tax Services
Expert preparation of estate, gift, and trust tax returns with strategic consultation for minimizing tax burdens and facilitating smooth business succession planning.
Tax Planning
Year-round tax advisory services including two complimentary consultation hours during off-season, focusing on minimizing future liabilities through proactive financial strategies.
People
Brian Olson
EA (Enrolled Agent)
Enrolled Agent with 20 years tax experience, former H&R Block assistant district manager, University of Wisconsin-Green Bay accounting graduate. Specializes in tax controversy resolution and estate planning.
Questions
What documents are needed for tax preparation?
Clients should bring W-2s, 1099s, Social Security numbers, prior year returns, income statements, and expense records for accurate tax filing.
How to handle IRS notices?
Carefully review notices and bring them to our attention immediately for professional guidance through the resolution process.
What records are required for charitable donations?
Cash donations require bank records; non-cash donations over $250 need written receipts and Form 8283 for amounts over $500.
How should business mileage be tracked?
Maintain a vehicle log with trip purpose, dates, and odometer readings at each year's start and end for tax documentation.
What to do with post-filing tax documents?
Bring new documents to our office to determine if an amended return is necessary for error correction or additional deductions.
Is Social Security income taxable?
Taxability depends on total income: up to 85% may be taxable if income exceeds $25,000 (single) or $32,000 (married).
