Tax Planning & Preparation Services

It’s no secret the U.S tax code can be overwhelming. As the oldest registered CPA firm in Wisconsin (RPB was founded in 1907) we understand why all too well: it’s a bloated and convoluted system. For instance, there are federal and state personal income taxes; business income and payroll taxes; sales and use taxes; estate taxes, unemployment taxes, foreign taxes…you get the idea. Furthermore, all of these considerations are intricately interwoven and need to be carefully planned out, reported, and frequently reviewed so hard-earned cash isn’t left on the table (or so the IRS doesn’t find cause to conduct one of their dreaded audits).

The RPB Difference: Knowledgeable Tax Accountants that Dig Deeper

Our tax preparation services will help create a plan tailored to your business and personal financial position. We base our plans on two important factors: your needs today and your goals for tomorrow. How do we do this?

    • More on-site time. We get to know your business through-and-through with more quality on-site time than most firms. Not only does this allow us to better understand the intricacies of your business, it fosters transparency and communication – two very important aspects of tax preparation.
    • Highly trained staff. Business owners can be unaware of “hidden” deductions and tax breaks they’re legally entitled to. Thankfully, our knowledgeable tax accountants keep close tabs on the ever-changing tax law landscape. They’ll dig deeper and uncover hidden deductions and tax breaks other firms might miss.
    • Managing Partner oversight. We take pride in the fact that every tax preparation we perform is overseen by at least one of RPB’s managing partners, so you can rest assured your taxes will be prepared with the utmost care.

Harnessing these advantages, our tax accountants can skillfully perform a multitude of tax preparation services for practically any type of organization, including:

From small businesses to multi-state corporations; from standard individual returns to the most complex high-net-worth individuals; from trusts, estates and gifts to exempt organizations; at Reilly, Penner, & Benton we can provide the tax services you need. Your taxes are our speciality.

Individual Tax Return Services

Preparing your own tax return may be inexpensive, but it can transform into one of the more expensive decisions you make. We'll ensure it isn't.

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Business Tax Return Services

We’ll get to know you, your company, and its operations to foster a strong partnership that allows us to assess important business situations.

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Trust Tax Return Services

To properly plan for you and your heirs, lifetime gifting schedules and trusts are often used. We're well versed in all types of trust tax returns.

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IRS Representation

The tax return process doesn't always end with just refunds or balances due. If it comes to it, we'll make dealing with the taxing authorities easier.

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Personal Property Returns

From form preparation to asset management and even assessor representation, we can tailor our services to meet your business needs.

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Payroll & Sales Tax Return Preparation

Many businesses don’t have the resources to complete all required tax filing obligations that come with owning a business. We’ll make sure you do.

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