Tax Planning & Research
Gain strategic tax solutions backed by insightful research and personalized support.
Tax laws are always changing and smart planning makes all the difference. Whether you're managing a business, preparing for retirement, or navigating a complex financial decision, you can access strategic tax guidance backed by in-depth research to help you reduce liability and stay compliant.
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You'll find trusted support throughout Northeast Wisconsin, including Oshkosh, Neenah, Appleton, Green Bay, and nearby communities, tailored to meet your personal or business tax needs.
Tax Planning & Research Services
Year-Round Tax Strategy
Proactive planning to reduce tax burdens, maximize deductions, and uncover credit opportunities well before filing season begins.
Transaction & Investment Analysis
In-depth research and planning for property sales, investments, business acquisitions, and succession planning.
IRS & State Tax Code Interpretation
We interpret and apply the latest federal and state tax changes to your unique situation with clear, actionable guidance.
Business Tax Structuring
Guidance on entity selection (LLC, S-Corp, etc.), profit distribution strategies, and tax-efficient business operations.
Multi-State & Local Tax Planning
Solutions for businesses operating across jurisdictions or individuals with income from multiple states.
Tax Projections & Scenario Modeling
Forecasting potential tax outcomes based on your current and planned financial decisions.
Compliance Risk Reviews
Identification of potential red flags to avoid unnecessary audits or penalties.
We're Here For You.
Di Renzo & Bomier Tax Planning & Research Accountants.
Certified Public Accountant
Erin K. Koplitz
Certified Public Accountant