Our Services

Personal Returns

Individual Tax Preparation

Filing your taxes shouldn't be stressful. We handle all levels of personal tax complexity — from straightforward W-2 returns to self-employment, rental properties, investments, and life events like marriage, divorce, or a new home.

As an IRS-registered Electronic Return Originator (ERO), we file electronically for faster refunds and immediate confirmation of acceptance.

✓ W-2 and salaried employees
✓ Self-employed and 1099 contractors
✓ Investment income, dividends, capital gains
✓ Rental and real estate income
✓ Prior year amended returns

Schedule a Consultation

🛡️ Accuracy Guarantee

If you receive an IRS or state penalty or interest due to a calculation error we made, we pay the penalty and interest. Period.

Secure Document Submission

Upload your tax documents securely through our client portal. No fax machines. No unsecured email attachments.

Access Client Portal

Business Returns

Business Tax Preparation

Running a business is hard enough without worrying about whether your taxes are done right. We prepare federal and state returns for all business entity types and work proactively with you to reduce your tax burden.

Our business tax clients benefit from year-round access to advice, not just at filing time.

✓ Sole proprietors (Schedule C)
✓ S-Corporations (Form 1120-S)
✓ Partnerships (Form 1065)
✓ LLCs (single & multi-member)
✓ Wisconsin state and local returns
✓ Quarterly estimated tax planning

Talk to Us About Your Business

Why Businesses Choose Us

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Year-Round Access Got a mid-year question? We're available, not just at tax time.

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Proactive Planning We flag opportunities to reduce liability before year-end, not after.

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Local Expertise Wisconsin-based. We understand state-specific rules and local business needs.

Financial Oversight & Strategy

Accounting Oversight & Profitability Analysis

Your bookkeeper records the transactions. Your tax preparer files the return. But who's actually reading the numbers — and telling you what they mean for your business? That's where we come in.

Badger & Fox Tax provides accounting oversight and financial advisory services for small business owners who have a bookkeeper in place (or need help finding one) but lack a strategic financial voice in their corner. We review, interpret, and advise — so your numbers actually work for you.

This is the service that turns a stack of QuickBooks reports into a clear answer to the question every business owner really wants answered: "Am I actually making money, and where is it going?"

What We Do

✓ Profitability analysis — What's your true margin by job, product line, or client?
✓ Financial statement review — Monthly or quarterly P&L, balance sheet, and cash flow review with plain-English commentary
✓ Bookkeeper oversight — We review your bookkeeper's work for accuracy and catch miscategorizations before they affect your taxes
✓ Year-end tax positioning — Strategic moves before December 31 to reduce your tax liability
✓ QuickBooks Online setup & review — Proper chart of accounts, class tracking, and reporting configuration as a certified ProAdvisor Gold
✓ Entity & compensation strategy — Are you structured correctly? Is your salary optimized for S-Corp tax savings?

Schedule a Strategy Consultation

🔍 Don't Have a Bookkeeper Yet?

We can connect you with vetted virtual bookkeeping partners who work alongside our oversight services seamlessly. You get a complete financial team — bookkeeper handling the day-to-day, us handling the strategy and tax implications.

Ask About Bookkeeping Partners

📈 Who This Is For

→ S-Corp and LLC owners with $200K+ in revenue
→ Business owners who feel disconnected from their numbers
→ Companies preparing for growth, a sale, or a loan
→ Owners who want a tax-aware financial review — not just a year-end surprise

Certified QuickBooks ProAdvisor Gold

Payroll

Payroll Services

It doesn't matter if you have 1 or 50 employees — payroll is complex and the stakes are high. A missed deposit or misfiled 941 can mean penalties that quickly eat into your profits.

We build a customized payroll solution that ensures you never miss a deadline, every paycheck is accurate, and every report is filed on time.

✓ Weekly, bi-weekly, or semi-monthly processing
✓ Federal and Wisconsin payroll tax deposits
✓ 941, 940, W-2, and W-3 filings
✓ New hire reporting
✓ Direct deposit and pay stubs

Get a Payroll Quote

Payroll powered by

gusto.com ↗

Your Payroll Partner

"Whether it's processing paychecks, filing reports, or answering specific questions — we are your payroll partner, committed to efficient processing so you can focus on continued success."

IRS & State DOR

IRS Letter & Desk Audit Assistance

Receiving an IRS notice or inquiry is stressful — but most are routine and resolvable without escalation. We help you respond accurately and promptly to IRS letters and correspondence inquiries. Note: We assist with desk audits and IRS letter responses. For in-person field audits or complex representation requiring Power of Attorney engagement, we will refer you to an appropriate Enrolled Agent or tax attorney.

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IRS Notice Response

Received a CP2000, CP504, or other letter? We review it, explain what it means, and draft your written response to the IRS.

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Desk Audit Assistance

For correspondence (mail) audits, we gather your documentation and prepare a thorough written response. In-person field audits require referral to an Enrolled Agent.

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Prior Year & Late Filings

Behind on filing? We prepare and file prior year returns to get you current. For installment agreements or complex collection matters, we'll refer you to the right specialist.

Data Security

Business Cybersecurity

Your business holds sensitive financial data — employee records, bank account information, client files. As a CISSP-certified professional, Ross provides foundational cybersecurity guidance for small businesses who need to protect that data without an IT department.

✓ Email and phishing protection basics
✓ Password management and MFA setup
✓ Secure file sharing and client data practices
✓ IRS data security plan compliance (WISP)

Need enterprise-grade cybersecurity?

For comprehensive managed security, SASE, CMMC, or fractional CISO services, visit our partner firm:

Sentinel Business Advisors ↗

IRS Requires a Data Security Plan

Under IRS Publication 4557, all tax preparers are required to have a Written Information Security Plan (WISP). We can help your small business establish and document its own plan for compliance and client trust.

Ask About a Security Consultation