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Our Personal Tax Services Team
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A Client Testimonial...
"I have been working with Suby, Von Haden & Associates, S.C. for over 10 years. SVA’s “Always There, Always For You” attitude has been key to my financial security. My need for personal financial management and accounting services has been overseen by meticulous professionals. I can call my advisor any time and always receive information with a personal touch.

Practicing medicine is hard enough. Putting my complete trust in SVA’s professional staff for my financial security - that’s easy. Now I can practice medicine without worrying about my future. For me, that’s success."

Dr. David Faust
Wilkinson Medical Clinic – Hartland, WI

Services >> Personal >> Tax Services
Planning for Tax Payments: Withholding & Estimates

One of the biggest problems that a taxpayer faces is writing the check to the taxing authority. SVA tax professionals emphasize advanced tax planning to there are no surprises at year end. We will make sure that you are well under the safe-harbor rules that are available to taxpayers to limit their exposure to penalties and interest.

  • Detailed interim and year-end tax planning
  • Preparation of Vouchers for the convenience of the taxpayer
  • Payroll tax administration & calculations
  • W-2 preparation
Federal and State Income Tax Return Preparation and Compliance

All individuals and businesses want to reduce their income tax liability anyway that they can. With experience in many different industries, our professionals work with you to minimize the amount of your tax obligation to the different taxing authorities. Our professionals go the extra mile to exhaust all efforts to see whether you qualify for different credits and exemptions available. Through our various tax planning techniques we can give the taxpayer an accurate idea as to what will be owed and to whom.

  • Tax return preparation
  • Identify tax strategies to fit your situation
  • Interim and year-end tax planning
  • Determine nexus requirements
  • Limiting your exposure to different jurisdictions
  • Plan for future business expansion
  • Income deferral and deduction acceleration techniques
Multi-state Taxation

SVA believes in a proactive approach to your state and local taxes. The most obvious way in which you benefit is to secure the lowest possible tax obligation that is possible by planning well in advance for different scenarios that may arise. Our staff will help you in understanding the tax implications of different transactions and help you to limit your exposure to multiple taxing authorities. While we provide all of the traditional tax services, we help our client with their multi-state, as well as international, tax-reporting obligations.

  • Income and Franchise Tax Return Preparation
  • Multi-state nexus planning
  • Identify Opportunities for Tax Savings
  • Secure credits for clients in multiple locations
State Tax Credit Programs

SVA’s experienced team will help you in determining what state credits you are entitled to and help you in claiming these credits on your tax return.

  • Assess credit potential
  • Discuss incentive opportunities by location, employment, and industry
  • Assist with certification with states/municipalities
  • Negotiate with state/municipality for incentives
Personal Property Tax

Taxes on real and personal property generally comprise the largest component of the state and local tax burden. With our advanced knowledge of the Personal Property tax laws, we can take advantage of all available credits/exemptions available for Personal Property tax. We will prepare your returns and classify your assets to correctly report them to the local taxing jurisdiction.

  • Classify your Assets in the different categories of assets
  • Identify exemptions, refunds, and abatement opportunities.
  • Improved fixed asset reporting
  • Cost Segregation studies to properly classify the personal property that you own