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Who We Are and What We Do

My Money Tax and Accounting is a trusted accounting and tax consulting firm serving individuals and small businesses in the Madison, Wisconsin area and beyond. We take a personalized approach to financial guidance, partnering with you to achieve your financial goals and manage your tax obligations with confidence.

Our Vision

Our mission is to empower our clients through financial clarity and proactive support. We believe in fostering lasting relationships built on trust and personalized attention. Our team of experienced professionals stays updated on the ever-changing tax and financial landscape to provide you with timely and relevant guidance.

Individuals

Tax planning and preparation
Tax problem resolution
Financial planning and analysis
Retirement planning
Estate planning

Businesses

Business tax planning and compliance
Tax return preparation
Bookkeeping and accounting
Payroll services
QuickBooks consulting
Business consulting and growth strategies

Our Commitment to Our Clients

We are dedicated to:

Accessibility: We offer in-person and virtual appointments to accommodate your preferences and schedule.
Communication: We provide clear and concise explanations in language you understand.
Transparency: We disclose all fees and pricing upfront.
Professionalism: We uphold the highest ethical standards and confidentiality.