Broker Check

We have an update to our office policy in the wake of Coronavirus.

As of 3/16/2020 our office is officially closed to the public. You will not be able to drop off or pick up your taxes at our office. We are so sorry for this inconvenience, but we want to be part of the solution as much as we can. Here are the details moving forward.

 

If your taxes are done and they need to be picked up - we will call you to either fax them to you or upload them to our online file share or fax over your signature pages. We also have an e-signature option.

If you have already dropped off your taxes - we will call you when finished to arrange a way to get your documents and returns back to you via fax or online file share.

If you still need to get your taxes done we have two options:

Option #1 (recommended) We have a secure file share system (all you need is a smart phone and an email). We will be using that to prepare your returns for the rest of tax season. All you have to do is CALL OUR OFFICE at 414-764-7330 and we will send you the link to setup your account. We will then contact you if we have any questions or let you know when they are done. We will then upload your returns where you can sign and pay.

Option #2. You can mail your taxes to our office at PO Box 160, South Milwaukee WI 53172 From there we will work on your return and get them back to you by mail or online file share.

Our entire staff will be working in the office or from home moving forward and will still be available by phone and email from 8-6 Monday - Friday. Thank you and we do expect the IRS to move the deadline to at least 6/15 sometime this week so we have plenty of time to get your taxes done.

Thank you again for trusting us with your taxes. We will continue to provide you with great service whether it's in person or online.

 OFFICE PHONE: (414)764-7330                  OFFICE FAX (414)755-1508

Be kind and stay safe!

The DB Tax & Wealth Family

D.B. Tax & Wealth

Serving the community since 1989

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.


Investment and financial planning services are offered by Lisa Pugel through her affiliation with Avantax

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