Madison Tax Preparation Services
Most Madison taxpayers manage multiple income streams, including:
● UW–Madison stipends, grants & research income
● State of Wisconsin government payroll
● Healthcare W-2s with differential & overtime
● Contractor/1099 income (construction, trades, IT, consulting)
● Remote-worker W-2s from CA, WA, CO, TX, NY & national employers
● STR/LTR rentals in Downtown, Near West, Atwood, Middleton & Fitchburg
● Tech-sector stock compensation
● Capital gains from skyrocketing Madison real estate
● Ranch/ag income from surrounding farm communities
● Multi-W-2 household income
● K-1 partnership distributions
● Pension + Social Security for retirees
● IRS notices triggered by multi-state, rental or academic errors
Madison returns require research institution knowledge, government payroll accuracy, contractor frameworks, multi-state remote-worker compliance, rental depreciation, stock comp modeling and agriculture classification — not generic filing.
Most Kenosha households manage multiple income streams, including:
● Manufacturing W-2s (shift differential, overtime, bonuses)
● Contractor/1099 income (construction, trades, trucking, gig work)
● Healthcare W-2s (differential, licensure reimbursements, bonuses)
● Remote-worker income from IL, CA, WA, TX, NY & nationwide firms
● STR/LTR rentals in Northside, Southside, Pleasant Prairie & Carthage
● Service-industry income (tips, multiple part-time roles)
● Multi-W-2 household combinations
● Capital gains from WI/IL property markets
● K-1 partnership income
● Pension + Social Security integration
● IRS notices triggered by rental, contractor or multi-state payroll issues
Kenosha requires high-level mastery of manufacturing payroll, contractor deductions, rental depreciation, multi-state remote compliance, service income optimization, and Wisconsin tax rules.
Why Madison Residents Choose Our Tax Preparation Firm
● UW–Madison academic income classification (stipends, grants, fellowships)
● State employee payroll accuracy
● Healthcare differential & overtime modeling
● Contractor/trades deduction maximization
● STR/LTR rental depreciation & multi-property planning
● Remote-worker multi-state corrections
● Stock compensation (RSU, ESPP, ISO)
● Capital gains strategy for Madison real estate
● Ranch/ag deduction frameworks
● IRS notices, audits & amended returns
● Full bookkeeping cleanup for business owners
● Transparent, flat-rate pricing
● MERNA™ multi-year wealth & tax planning
Madison requires high-level, multi-industry tax intelligence — and we deliver exactly that.
Tax Preparation Services for Individuals in Madison
We support:
● UW–Madison faculty, staff, researchers & graduate students
● State of Wisconsin employees
● Healthcare professionals
● Contractors & tradespeople
● Remote employees
● Tech/finance professionals
● Real estate investors
● Ranchers & agricultural landowners
● High-income households
● K-1 partnership investors
● Retirees & veterans
Individual services include:
● Federal + Wisconsin filing
● STR/LTR depreciation & rental optimization
● Academic stipend/grant classification
● Contractor/1099 deduction planning
● Remote-worker multi-state W-2 correction
● Stock compensation modeling
● Agriculture/ranch classification
● Capital gains planning
● IRS notices + amended returns
● Pension + SSA timing
● Estimated taxes
● MERNA™ long-term plan
Madison individuals benefit most from academic corrections, rental depreciation, contractor optimization, remote-worker adjustments & stock comp planning.
Tax Preparation for Madison Business Owners
Madison’s business ecosystem includes:
● Research-driven enterprises
● Construction & trades
● Healthcare & wellness practices
● Restaurants & hospitality
● Real estate LLCs
● Tech startups & remote-first teams
● Ranching/ag operations
● Professional services
● Consultants & advisors
● Multi-LLC entrepreneurs
Business tax services include:
● S-Corp, LLC, C-Corp & partnership filings
● Bookkeeping cleanup
● Payroll setup + compliance
● Depreciation schedules (equipment, vehicles, rentals)
● Quarterly forecasting
● Agriculture/ranch classification
● Multi-state vendor/service reporting
● Audit-ready financials
● MERNA™ entity optimization
Madison businesses often blend research-related income, contractor labor, rental cash flow, agriculture revenue & multi-entity structures — and we structure every layer properly.
What Sets Our Madison Tax Preparers Apart
Madison taxpayers often run into:
● Misclassified UW–Madison stipends or research income
● Healthcare pay issues
● Contractor deductions missed
● STR/LTR depreciation ignored
● Remote-worker W-2 sourcing mistakes
● Ranch/ag expenses not recorded correctly
● Stock comp reporting errors
● K-1 partnership inconsistencies
● Capital gains miscalculations
● IRS notices triggered by prior preparers
We undestand
● Academic income systems
● Healthcare differential rules
● State employee payroll
● Rental property depreciation
● Remote-worker multi-state data
● Wisconsin-specific regulations
● Agriculture/ranch classification
We optimize the entire return — no shortcuts.
Areas We Serve Across Madison & Dane County
Downtown Madison
Near East Side
Atwood
Willy Street
Near West Side
Middleton
Fitchburg
Sun Prairie
Verona
Cottage Grove
All Dane County communities
Monona
What Nashville Clients Say About Our CPAs
Case Study — Madison, WI
Client: A.R. — UW–Madison Researcher + Remote-Worker Spouse + STR Investor
Mix:UW W-2 + research stipend + remote W-2 + STR rental
Problem:
● Research stipend misclassified
● Spouse’s multi-state W-2 sourced incorrectly
● STR depreciation not applied
● Under-withholding
● IRS notice from previous preparer
Solution:
● Reclassified research/academic income
● Corrected remote-worker W-2 sourcing
● Built full STR depreciation model
● Adjusted withholding
● Cleared IRS notice
● Added a MERNA™ 3-year strategic plan
Result:
$9,330 saved in year one, with long-term STR + remote-worker benefits.
Flat-Rate Madison Tax Preparation — Strategic & Transparent
● No hourly billing
● Predictable flat-rate pricing
● MERNA™ multi-year plan included
● High ROI for UW staff, contractors, healthcare workers, remote workers & investors
Model Your Taxes by State- Before You File
LLC vs S-Corp Tax Calculator
Self-Employment tax Calculator
Small Business Tax Calculator