Tax & Accounting Services in Madison, WI

Optimized Tax strategies that enhance wealth management.

CLF tax professionals service individuals, families, business owners, executives, and the entities they represent. As your trusted tax advisor, we start by developing a strategy to minimize tax liabilities over time. Fully implementing these strategies over multiple tax seasons leverages those tax savings annually. Clients trust the tax and accounting team at CLF to provide services in the following areas:

Tax Services

Personal Tax Preparation
Small Business Tax Preparation
Trust and Estate Tax Preparation
Tax Loss Harvesting

Small Business Accounting Services

Bookkeeping
Payroll & Estimated Payments
Forecasting
Financial Reporting
Entity Analysis

OUR DIFFERENCE

Capitol Lakes Financial, LLP dba CLF Tax & Accounting provides tax preparation and accounting services based on the information supplied by the client and is not responsible for errors resulting from incomplete, inaccurate, or untimely data provided. All tax positions taken are based on applicable law and available guidance at the time of preparation, and the client is responsible for reviewing all filings for accuracy before submission. CLF Tax and Accounting does not provide legal advice, and clients should consult an attorney for legal matters related to their tax or financial situation.

Capitol Lakes Financial, LLP dba CLF Tax & Accounting is a separate and distinct legal entity from CLF Asset Management, Inc., and each provides its own independent services. Neither company warrants, guarantees, or is responsible for the services, advice, or actions of the other. Clients engaging with either entity acknowledge that their agreements, obligations, and rights apply solely to the company with which they have contracted.