The Tax Lady & Son, LLC is a Wisconsin-based, family-run firm providing tax preparation, bookkeeping, payroll, and IRS representation services to small businesses, self-employed professionals, and individuals. Led by an Enrolled Agent and supported by a dedicated bookkeeping team, we focus on clear communication, proactive planning, and dependable year-round support. Our goal is simple: to help our clients feel confident, compliant, and stress-free when it comes to their finances.
Our ideal referral is a small business owner or self-employed professional who is tired of feeling overwhelmed by their finances and wants a trusted, long-term relationship with a tax professional. They value accuracy, responsiveness, and year-round support—not just someone who files a return once a year. They may need help with bookkeeping, payroll, tax planning, or IRS notices and want peace of mind knowing everything is handled correctly.
