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  • What We Do
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    • Resources Library
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
Get In Touch

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Select online apps from the list at the right. You'll find everything you need to conduct business with us.

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Document Exchange

NetClient CS

A small business owner looking at his computer and phone reviewing financial data.

Making the move to subscription-based pricing

Unpredictable cash flow? This guide shows small businesses how to implement subscription pricing for stable monthly revenue. Includes industry example...
Read more about Making the move to subscription-based pricing ➞

Cybersecurity on a shoestring budget

Learn budget-friendly security tools, strategies, and quick wins to start protecting your small business from cyber threats today.
Read more about Cybersecurity on a shoestring budget ➞
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The small business owner’s guide to inflation

Inflation is a legitimate concern for any business owner. Reduce the risks to your small business with the tips and strategies in this guide.
Read more about The small business owner’s guide to inflation ➞
KPIs for small business eBook

The new KPIs of business: Why tracking the right data is your key to success

To ensure long-term success, you must move beyond the "getting things done" mentality and focus on key metrics that reflect your team's efficiency and...
Read more about The new KPIs of business: Why tracking the right data is your key to success ➞

Maximizing your tax refund: A strategic guide to tax planning

Learn to maximize your tax refund and optimize your tax planning with our latest eBook.
Read more about Maximizing your tax refund: A strategic guide to tax planning ➞

Protecting your financial data: A small business owner’s guide

Discover a practical approach to safeguarding your business’s most valuable information.
Read more about Protecting your financial data: A small business owner’s guide ➞

Everything you need to know about 1099s

If your business uses contractors or freelancers, you need to ensure they receive the correct tax forms. Our guide breaks down everything you need to...
Read more about Everything you need to know about 1099s ➞

How to read a financial statement

The world of financial statements can feel confusing and overwhelming. Here's an easy-to-understand breakdown.
Read more about How to read a financial statement ➞
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From success to succession planning

A guide for securing the future of your small business
Read more about From success to succession planning ➞
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How you can prioritize your employees' mental health

Healthy employees are productive employees. Learn how you can help them be both.
Read more about How you can prioritize your employees' mental health ➞
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Why your small business should invest in technology

See how the right technology can have a big impact on your small business.
Read more about Why your small business should invest in technology ➞

Contact Us

Wauwatosa Office

11933 West Burleigh St
Wauwatosa, WI 53222

p:  (414) 777-1040

f:  (414) 777-1099

e: 

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Securities offered through Avantax Investment Services℠, Member FINRA, SIPC

Investment advisory services offered through Avantax Advisory Services℠

Insurance offered through an affiliated insurance company.

This site is published for residents of the United States only. Financial Professionals of Avantax Investment Services℠ may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Avantax Investment Services℠ site at www.Avantax.com, or visit 11933 W Burleigh St, Wauwatosa WI 53222.

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