TAX Planning & Compliance

COMPLETE AND SUPPORTABLE

At Chortek & Gottschalk, our goal is to prepare a complete and supportable income tax return, taking advantage of all legal tax deductions, resulting in the lowest allowable income tax liability. The tax return is a product of the action steps developed through our income tax planning services.

YOU'RE ONE OF US

We treat your business and business issues as though they were our own, implementing strategies that we would use for ourselves. Our wealth of experience allows us to recognize your tax savings opportunitities.

RIGHT...THE FIRST TIME

View our Quick Tax Facts table of key tax thresholds and phaseouts for tax years 2008 and 2009. The table includes standard deduction amounts, 401(k) limits, selected tax rates, business mileage rates, and more.

                                                                  Disclaimer

TaxNotebook Online Tax OrganizerC&G once again offers Tax Notebook for the Internet, our online tax organizer that forever changes the way you summarize your income tax data!

To access your existing tax notebook, click on the TaxNotebook icon. 

Residing on CCH’s secure servers, the tax notebook is a powerful Internet tool that delivers expanded levels of convenience and technology that allows you to more efficiently complete the tax organizer and get the information directly and securely into our hands. To take advantage of this internet approach, please e-mail Peaches Senkbeil at our office for instructions on how to access the site, and to receive your unique logon ID and password.

 E-mail Peaches at: psenkbeil@c-gcpa.com

Resource Links

Check IRS Tax Refund Status
Track your federal tax return through the IRS website

Check State Tax Refund Status
Track your state income tax refund status for Wisconsin

Quick Tax Facts
Chortek & Gottschalk Tax Basics: 2008 and 2009

Year End-Tax Planning Tips

Year End - Tax Planning Tips
As we approach year-end, it’s time again to focus on strategies to save taxes – both on your 2009 return and in future years. With the expected tax rate increases in 2010 and 2011, planning now takes on an increased importance.

To review articles related to 2009 tax planning strategies for both individuals and businesses click on:

Individual Tax Planning Strategies - 2009
Business Tax Planning Strategies - 2009

Or, call one of our tax professionals to schedule an appointment!

To Learn More

Chortek & Gottschalk, LLP (C&G) would be pleased to discuss directly with you how this strategy could benefit your business.

Contact us

Ph: 262-522-8227
or email us at info@c-gcpa.com

Storing Tax Records

April 15 will come and go and another year of tax forms and shoeboxes full of receipts will be behind us. But what should be done with those documents after your check or refund request is in the mail? Visit the Recordkeeping Retention Guide

Tax Newsroom

New 401(k) fee disclosre rules unveiled

Did you know that there are numerous types of fees that are charged against your Company’s 401k...more

Gear up for new W-2 reporting of health benefits!

Starting with 2011 Form W-2s, employers are required to report the value of company provided health...more

Watch for increased Form 1099 reporting rules!

Prepare your business in anticipation that the IRS will require tax form reporting of almost all...more

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Ask A Pro

Read our articles, Ask A Pro, written for the Mukwonago Chief, to answer your FAQ's

Can QuickBooks help my business go paperless?

08/01/2010
The 2010 versions of QuickBooks offers a document management system that enables users to attach supporting documents to customers, vendors,...more

Which version of Quickbooks is right for my business?

07/01/2010
QuickBooks offers multiple versions tailored to the current and future needs of a business. Versions offered include QuickBooks Online, Pro, Premier...more

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Helping Our Clients Win

Take twice the advantage of the home sale gain exclusion

Provided structure on proposed sale of principal residence and then converted second home to a principal residence to take double advantage of the...more

R&D tax credits identified for local manufacturing company

Identified $90,000 to $100,000 worth of Research and Development (R&D) tax credits for a closely held manufacturing company in Wisconsin.

Take another look!

Reviewed prior tax returns of a new client construction contractor and prepared amended returns to report missing tax deductions.

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