Tax Strategies and Planning For Your Success

At Bauman Associates, we know taxes are more than financial chores required by the government. With the right strategy and careful planning, we ensure you are compliant while keeping as much of your revenue as possible. But ultimately, preparing your yearly tax return is only a small part of what we do for you and your business.

Our team of talented professionals has decades of experience helping clients like you strategize and plan for a successful future. The first step is taking the time to get to know you and learn about your personal motivations. Armed with this knowledge, we work together to formulate year-round tax strategies and implement annual plans that align with your goals.

Throughout the process we listen, ask questions and remain beside you to offer guidance and proactive advice, helping you recognize new opportunities and make informed decisions. Our “big picture” approach means your tax services are integrated with your audit team to ensure seamless efficiency and greater success.

Both individual and business clients see us as trusted advisors, available any time they have questions or concerns. We also schedule regular reviews and updates – timed for your convenience, of course – to make sure your plan always meets your evolving needs. Our passion is cultivating a deep relationship that delivers everything you require to reach your goals. If you’re ready to start a collaborative partnership and take your organization to a higher level of success, we’re ready to help get you there.

  • Tax preparation and planning
  • Tax services for foreign businesses doing business in the US
  • Strategic tax planning and consulting
  • Entity selection
  • Trust and estate planning
  • Tax credits and incentives
  • Mergers and acquisitions related tax services
  • Tax depreciation planning
  • Representation before taxing authorities
  • Sales and use tax research and compliance

In 2018 and 2019, Bauman’s Tax Team was voted Best of the Chippewa Valley by readers of Volume One magazine.  We are honored to hold a high standing in our community and we are ready to help you with all your tax needs. Contact us today and let’s discuss how we can serve you.