About Us


Wisconsin Financial Services is a family operated company, founded in 2008 for the purpose of helping taxpayers and business owners obtain the best possible tax resolution and preparation available, at reasonable prices.

We are fully aware that you have choices. We’re glad you do because competition is good for all of us. There are a number of reasons why we believe we are uniquely qualified and your best choice for your  financial and insurance needs.  We pride ourselves in the dedication we invest in each of our clients. The biggest thank you you can give us is to refer your friends and family to Wisconsin Financial Services for their financial and insurance needs.

Our family feels a strong responsibility to give back and to stay proactive in the community. We do our best to stay connected with the members in our area by interacting with the community on our Facebook page, participating in various causes and charity events, and staying active in educating and empowering our clients. We feel that these channels of communication not only allow us the opportunity to get to know our customers, but our neighbors as well, and for them to get to know who we are and what we do.

Our company, our family, is proud to contribute a service that helps families and individuals in all communities. We have come a long way in such a short amount of time, and we know that we have even more to offer in the years ahead.

Our promise to you, our extended family, we will continue to be committed to excellence, integrity, and personal attention to each and every client. We look forward to being your and your families Tax & Insurance Experts.

Our Essence

We understand the challenges faced today
Our mission is to get to know and understand each clients needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Contact Us

3557 E Washington Ave Madison, WI 53704
(608) 630-9007