Empowering Business Owners to Achieve Financial Freedom
At St. Croix Tax, LLC, we pride ourselves on being a full-service tax preparation and bookkeeping firm, dedicated to providing exceptional services to individuals, business owners, and independent professionals in River Falls, WI. With over 20 years of combined experience, our team of experts is committed to delivering personalized attention, expertise, and friendly service to every client.
Our Team
Our team is led by Connie Kelley, a certified Enrolled Agent with 20 years of experience in tax preparation. Connie has extensive knowledge in tax preparation, tax planning, and audit representation. She is also experienced in review of prior year tax filings, responding to IRS inquiries and audits, tax planning, income from multiple states, rental income, and sole proprietors. Connie is joined by Rob Funk, a tax professional and Certified QuickBooks ProAdvisor with a strong background in accounting and taxation.
Services
At St. Croix Tax, LLC, we offer a broad range of services designed to help you navigate the complex world of tax preparation and bookkeeping. Our services include:
- Tax Services: Comprehensive tax preparation and filing for individuals, partnerships, for-profit and non-profit corporations
- Tax Planning: Expert guidance on tax planning and strategies to minimize tax liability
- Client Services: Personalized attention and support for all your tax and bookkeeping needs
- Business Services: Expert accounting and bookkeeping services for small businesses and entrepreneurs
- QuickBooks Services: Expert setup, training, and support for QuickBooks users
Why Choose Us
At St. Croix Tax, LLC, we differentiate ourselves from other tax preparation firms through our:
- Friendly and Approachable Attitude: We believe that tax preparation should be a stress-free experience, and we strive to make it as enjoyable as possible.
- Expertise: With over 20 years of combined experience, our team is well-equipped to tackle even the most complex tax issues.
- Personalized Service: We take the time to understand your unique situation and provide tailored solutions to meet your needs.
- Convenience: We offer a secure, password-protected client portal to store and access your important financial documents from anywhere at any time.
What We Offer
As a valued client, you can expect:
- Secure, Password-Protected Portal: Store and access your important financial documents from anywhere at any time.
- Personalized Attention: Our team is dedicated to providing personalized attention and support to every client.
- Expert Services: Our expert team is committed to delivering exceptional services in tax preparation, bookkeeping, and QuickBooks setup and training.
At St. Croix Tax, LLC, we are dedicated to providing a personalized and stress-free experience for all our clients. We invite you to explore our website, learn more about our services, and discover why we are the trusted choice for tax preparation and bookkeeping in River Falls, WI.
Accounting Services
The reviews for Connie's tax preparation services are overwhelmingly positive, with both authors giving her a 5-star rating.
Expertise and Professionalism
Connie and her staff have been preparing taxes for years, and their experience and expertise shine through in the reviews. Missy Schmid praises Connie for being "fantastic" and for preparing her taxes for 9-10 years.
Exceptional Customer Service
Both authors rave about the exceptional customer service provided by Connie. Laurie Nygaard felt lost when she moved states and had no idea how to handle her taxes, but Connie answered her questions thoroughly and completed her return the same day. Missy Schmid does not specify her experience, but her positive tone suggests that Connie went above and beyond to meet her needs.
Be the first to review St Croix Tax.
Write a Review
