Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the tax professional know-how you’re looking for and can help you navigate your options.

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Estate Planning

Make sure your family transitions prepare your children and your family for financial freedom.

The Neal Group, LLC’s Guide to 2024 New Small Business Trends & Regulations

This weekend we got a chance to see what’s trending in the world of music via the 66th Annual Grammy Awards. But something that wasn’t talked about on stage was the struggles of the music industry right now. A lot of artists are facing difficulties with promoting...

Why a Pre-Mortem Analysis for Any New Milwaukee Business Is Necessary

Failure usually isn’t on your mind this time of year. In fact, it’s the opposite. In January, you’re thinking of ways to make your Milwaukee business succeed. You’re looking at last year’s data and setting growth goals. There’s excitement in the air, and you’re...

All About BOI Reporting for Milwaukee Business Owners

It seems business leaders aren’t worried about recession anymore. At least that’s what the annual World Economic Forum decided last week. Economic experts and business leaders are saying that we're not likely to see a U.S. recession in 2024. The Federal...

5 Customer Loyalty Strategies for Milwaukee Small Businesses

“Save more” is a new year goal a lot of people put on their list, but it’s proven to be a difficult one to reach the last few years. In your Milwaukee business, it’s likely some of your employees fall in this category — especially for those in lower income...

Email Inbox Management for Milwaukee Business Owners

Now that we’re a week into the new year, all of last year’s broken things in your Milwaukee biz have likely smacked you in the face a few times. Sadly, they didn’t magically get fixed while you were cleaning up wrapping paper and sneaking another sugar cookie.But it’s...

The Neal Group, LLC’s 18 Questions to Drive Business Growth in 2024

By the time you actually get to reading this, there is a very good chance that you're reading a voice from the past. I make it a practice to prepare my Milwaukee clients and friends a few days in advance, and RIGHT NOW, it is still 2023.But 2024 is beckoning and is...

A Business Valuation for Your Milwaukee Business

 Making New Year’s resolutions seems like a waste of time. Sure, we might start with the best of intentions, but by February most of us have quit the gym, returned to normal eating habits, and left books unread on our bedside tables. But something I do...

Before You Sell Your Milwaukee Business: Making a Plan (P1)

In many ways, year-end couldn’t come at a worse time. As if December holiday crazymaking wasn’t enough, as a business owner you’re also responsible for compiling an entire year’s worth of reporting data into comprehensible form for your accountant, with enough time to...

Achieving Positive Cash Flow For Your Milwaukee Business’s Health

Crazy to think there are only two more weeks until Christmas and only three more weeks left of 2023. There’s a lot of joy still to be had and opportunities for your Milwaukee business to increase revenueOn the other side of that coin, though, rising costs and the...

Important Tasks For Your Milwaukee Business’s Year-End Payroll

The end of the year, that is. That means that for your Milwaukee business’s financial reporting, this is go time.Now that we’re into December, time is short to take care of your year-end accounting. This is something we specialize in so be sure to get on our calendar...

How You're Missing Legal Tax Deductions

Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Let Us Help: