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Tax Preparation & Planing

With over 25 years of experience in tax preparation in the Madison WI area, we offer an advisory approach to tax preparation which has benefited our clients for years. Specializing in individual and small business returns; we offer personal consultations when we begin your return and deliver your return to you through a meeting and discussion of current year tax issues and how to plan for the year ahead. Being a family owned and operated business, family is key and we focus on providing an exceptional and professional level of service for all clients. We are able to offer our tax preparation and planning services to our investment clients, strengthening the relationship between investments and taxes, as there is considerable overlap and opportunity to utilize tax advantages while making investment decisions.



ABOUT US

Managing wealth isn't simply about acquiring assets. It's about you. That's why our services focus on you. Discovering and achieving what matters to you. Providing distinct solutions to address the financial complexities in your life and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do. NAM Advisors - providing tax preparation, wealth management, financial planning and 401(k) advising in McFarland, Wisconsin.