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 2011 and 2012. The table includes standard deduction amounts, 401(k) limits, selected tax rates, business mileage rates, and more.

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 Customer Login icon at the top right of this page

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

Quick Tax Facts
Chortek & Gottschalk Tax Basics: 2011 and 2012

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 2011 return and in future years. With the expected tax rate increases in 2013, planning now takes on an increased importance.

To review articles related to 2011 tax planning strategies for both individuals and businesses click on:

Individual Tax Planning Strategies - 2011
Business Tax Planning Strategies - 2011

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

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

"Tis Almost The Tax Season

Tax filing season is just about upon us! Please watch for mailings related to the preparation of...more

WI Use Tax Notices to Taxpayers –

WI is sending notices to individual taxpayers as a result of U.S. Customs reports showing purchases...more

WI Makes Improvements to My Tax Account -

Based on user feedback, Wisconsin will launch a new and improved My Tax Account in June to make the...more

see all articles...

Ask A Pro

Read Ask A Pro to answer your FAQ's

Can QuickBooks help my business go paperless?

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?

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

see all articles...