Personal tax preparation
Federal and state income tax preparation based on your income, supporting documents, and filing circumstances.
See your starting checklist →Your next step starts with Alliance
Your taxes.
Your business.
Let's handle it.
Personal tax returns, corporate taxes, and bookkeeping from our Milwaukee office. We prepare tax returns in all 50 states. Get the support you need and a clear plan for what comes next.
Work directly with Charlene Abughrin, Tax Accountant.
Individual and corporate returnsPrior-year tax preparationBookkeeping and record organization
Tax options for your situation
Choose the help
that fits your life.
Every engagement begins with a review of your needs, the records available, and the work required. Services, fees, and timelines are agreed before work begins.
Business & nonprofit tax preparation
Federal and state corporate tax preparation in all 50 states, including prior-year returns. Business classification, nonprofit return requirements, and state filing obligations are reviewed first.
Gather your business records →Unfiled tax returns
Identify missing tax years, organize historical records, and prepare a practical plan for delinquent returns.
Start with the missing years →Books and QuickBooks
Account reconciliation, transaction organization, and QuickBooks assistance to help establish a usable set of business records.
Prepare your accounting records →Sales tax preparation
Organize sales, taxable transactions, amounts collected, filing periods, and state account information for applicable returns.
Review the required information →Notary services
Request a notary appointment and confirm document type, availability, and fees in advance. Appointments are subject to verification of an active commission.
Ask about a notary appointment →All 50 states · Personal, business & nonprofit
Start here. Return anytime.
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Complete your intake
Choose personal, business, or nonprofit; select the tax year and states, then save for preparer review.
Start your guided tax interview →3
Gather your documents
Find official federal and state forms. Upload requested records through your client account.
Browse tax forms →Make the first step easier
Your tax prep.
One clear checklist.
Choose the service you need for a starting document list. Your exact requirements will depend on your tax situation.
- Identify every tax year that needs attention.
- Keep each business and its transactions separate.
- Include notices and their response deadlines.
- Ask for secure delivery instructions before sharing tax records.
Your starting checklist
Opens your email app. Do not include Social Security numbers, account numbers, tax returns, or identity documents in an initial inquiry.
From the first question to the next step
Getting started is straightforward.
Choose your service.
Personal or business taxes, prior years, bookkeeping, sales tax, or a notary inquiry.
Talk through the details.
Discuss the tax years, documents, and deadlines. Agree on the scope and fees.
Prepare for review.
Provide records through the agreed delivery method and review prepared work before filing.
Your tax accountant
Charlene Abughrin
Alliance Tax and Financial
Clear communication from the beginning.
Work starts with an agreed scope, a document request, and an understanding of your deadlines. You receive prepared returns for review and sign the applicable authorizations before filing.
Bookkeeping, return preparation, and agency representation are different services. We clarify what your engagement includes so you know what comes next.
Start with a conversation
Ready to get
moving?
Tell us which service you need and the tax years involved. We will discuss the records needed, the scope of work, and the next available steps.
Open my client account →charlene@alliancetaxfinancial.com
Search Alliance Tax on Google Maps ↗
Confirm your appointment location with our office before visiting.
Please request a secure method before sending financial or identity documents.