About

Our Story

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The Beginning

Established in 1989 by its founders Larry & Diane Burger. After many years of dedicated service with the Wisconsin Air National Guard – 128th Air Refueling Wing in Milwaukee, WI, Larry and Diane retired from the military and ventured into small business entrepreneurship. After its establishment and continued growth, new staff was hired, more office space was added, and the firm began to accomplish what most small businesses envy – that is growth, dedicated clients, quality service, and an excellent reputation in a great community. In 1994, Diane and Larry retired and their daughter Lisa Pugel, began actively managing the South Milwaukee location.

Lisa brought new services to the firm which included comprehensive financial and tax planning, payroll and small business bookkeeping, insurance services, education planning and estate planning. All of these services are still provided today by a dedicated staff with decades of experience.

Today

To date, the firm has processed more than 60,000 Personal Income Tax, Corporate, Partnership, Proprietorship, and Fiduciary Tax Returns. We not only prepare these returns, but we stand behind them with 100% accuracy guarantee. No additional insurance is required to be purchased because DB Tax & Wealth provides this guarantee at no extra cost to our clients. We have Enrolled Agents on staff to represent clients in any situation. Our staff has either begun the process or passed the IRS Special Enrollment Examination (SEE) process to become an Enrolled Agent. This 3 part examinations provides us the privilege of practicing (representing taxpayers) before the Internal Revenue Service. Enrolled agents, like attorneys and certified public accountants (CPAs), are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can practice before.

After being in business for more than 25 years, we find our mission remains maintaining superior client relationships while giving our clients the confidence they need to provide us with quality referrals. To those existing clients, thank you for your continued support. For those looking to build a new relationship, we would love to have the opportunity to work with you!

DISCLOSURE

Check the background of your financial professional on FINRA's BrokerCheck. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency.

6333 N. State Highway 161,
Fourth Floor, Irving, TX 75038,
972-870-6000.

The Avantax family of companies exclusively provide financial products and services through its financial representatives.

Although Avantax Wealth ManagementSM does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative.

This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value Avantax Investment ServicesSM and Avantax Advisory ServicesSM are not affiliated with DB Tax & Wealth.

Whether you're facing retirement or looking to better understand investments, we can help you with money questions.

Hours

Sun.
Closed
Mon.
8am-4pm
Tues.
8am-4pm
Wed.
8am-4pm
Thurs.
8am-4pm
Fri.
8am-4pm
Sat.
Closed

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