Business Details
Your Trusted Partner for Tax and Accounting Solutions in Madison, WI
At My Money, we have dedicated ourselves to transforming complex financial challenges into manageable solutions for individuals, families, and small businesses. Our relationship-driven approach prioritizes personalized service, ensuring every client receives tailored guidance that aligns with their unique goals. Leveraging secure technology, we offer virtual and in-person support to clients in Madison, WI, and nationwide, including California and Florida. With decades of combined experience, our team specializes in tax compliance, strategic planning, and bookkeeping, serving industries such as construction, auto repair, and non-profits.We emphasize transparency, responsiveness, and long-term partnerships, positioning ourselves as an extension of our clients' success. By staying ahead of evolving tax laws and utilizing tools like QuickBooks, we empower clients to make informed decisions while minimizing liabilities. Our commitment to year-round availability and audit protection underscores our dedication to reliability and trustworthiness in every interaction.
Services
Tax Preparation
Tax Planning
Tax Problem Resolution
Business Tax Returns
Small Business Accounting
Payroll Services
QuickBooks Services
Bookkeeping
Financial Consulting
IRS Representation
Highlights and features
- We offer personalized tax and accounting solutions tailored to individual needs.
- Our team leverages technology for secure, convenient client communication.
- Decades of experience serving diverse industries like construction and non-profits.
- We provide year-round support and audit protection for peace of mind.
- Our focus on long-term relationships ensures dedicated, responsive service.
Services
Tax Preparation
We prepare accurate, compliant tax returns for individuals and businesses, leveraging electronic filing for faster refunds. Our process includes identifying overlooked deductions, optimizing withholding strategies, and ensuring adherence to federal and state regulations. Clients receive personalized guidance to minimize liabilities while maximizing returns.
Tax Problem Resolution
Our experts assist with IRS and state tax issues, including back taxes, liens, levies, and wage garnishments. We negotiate payment plans, offer-in-compromise solutions, and innocent spouse relief to resolve disputes efficiently. Proactive strategies prevent future compliance risks for individuals and businesses.
Small Business Accounting
We provide monthly or quarterly bookkeeping, including bank reconciliations, income statements, and balance sheets. Our services ensure accurate financial reporting, fraud detection, and cash flow management. Customizable packages integrate payroll, tax planning, and QuickBooks support for streamlined operations.
Tax Planning
Our proactive tax planning identifies legal strategies to reduce liabilities for income, estates, gifts, and investments. We analyze evolving tax codes to defer income, optimize deductions, and enhance after-tax wealth. Year-round consultations ensure clients stay ahead of regulatory changes and financial goals.
QuickBooks Services
We offer QuickBooks setup, training, and data management for desktop and online platforms. Services include chart-of-accounts design, transaction entry, and financial reporting. Ongoing support ensures accurate records and efficient tax preparation, tailored to small business needs.
People
Denis
Owner
Denis leads My Money with a focus on personalized service and technological innovation. With decades of experience in tax compliance and strategic planning, he specializes in resolving complex financial challenges for individuals and small businesses across diverse industries.
Questions
What services do you offer for small businesses?
We provide tax returns, bookkeeping, payroll support, QuickBooks setup, and financial consulting tailored to small businesses in industries like construction, auto repair, and non-profits.
How can you help with IRS tax problems?
We resolve issues like back taxes, liens, levies, and wage garnishments by negotiating payment plans, offers-in-compromise, and innocent spouse relief to reduce liabilities and compliance risks.
Do you offer virtual accounting services?
Yes, we use secure technology like Liscio for virtual consultations, file sharing, and year-round support, serving clients nationwide from Madison, WI.
What industries do you specialize in?
We specialize in construction, trades, auto repair, small restaurants, retail, rental real estate, trusts, and non-profits, offering industry-specific tax and accounting expertise.
How do you ensure client data security?
We use encrypted Liscio technology for secure messaging, file transfers, and data storage, protecting sensitive financial information against unauthorized access or breaches.
