Spiegelberg Financial Services

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  • What We Do
  • Who We Are
    • Firm Profile
    • Staff
  • Resources
    • Resources Library
    • QuickReads
    • 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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Have a fun—and affordable—staycation

Who says you need to travel to have a great vacation? Our latest article shows you how to plan a fun and affordable staycation.

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Diversity resources for small business owners

Ready to improve your hiring process to be more inclusive? Here's a good place to start.

Read more about Diversity resources for small business owners ➞

How to unbreak your New Year's resolutions

Is there a way to increase your chances of emerging victorious from resolution season? Absolutely—by keeping some of these tips in mind.

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Diagnose the health of your small business's online presence

Simply having an online presence won’t do the trick on its own. Here's how you can boost your business's online presence.

Read more about Diagnose the health of your small business's online presence ➞

Intriguing info bites for National Women’s Small Business Month

In honor of National Women’s Small Business Month in October, we have some fascinating factoids about women in business.

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6 ways to keep your staff happy and engaged on a small-business budget

Here are some suggestions for affordable ways to keep your small business’s staff happy and around for the long term.

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Networking for the nervous

These 7 tips for networking can help you make connections that will serve you well for many years to come.

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Automate to elevate your small business

Let’s take a look at three positive effects that automating selected functions can have on your business.

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What are source documents…and why does my business need them?

If you’d like to understand the importance of source documents and a paper trail for a business owner, this quick primer is for you.

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5 good reasons to have an emergency fund

If you’ve put off creating an emergency fund in the past, here are 5 compelling reasons to create one now.

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How to 'talk to the channel' in multichannel marketing

Multichannel marketing may sound like the latest buzzword, but it’s actually a strategy that makes sense, given all the choices your existing and pote...

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How an accountant can help your small business succeed

If you’d like to free up your time to concentrate on growing your small business, find out how we can assist you with advisory services that can give...

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Sticking to your small business budget

Here are a few hints for making sure that your newly created budget is one you won’t have trouble following.

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KPI graphic

3 tips to develop a sound KPI strategy

Use the tips to help you navigate the world of KPIs and build a “starter plan” of sorts.

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IRS letters from typewritter

IRS notices 101

While not an exhaustive list, here are some of the most common types of notices and letters you can receive from the IRS.

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Contact Us

Wauwatosa Office

11933 West Burleigh St
Wauwatosa, WI 53222

p:  (414) 777-1040

f:  (414) 777-1099

e: 

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Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners, 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Spiegelberg Financial Services. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated financial professionals 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. Links provided from this web-site are strictly for informational purposes and are not an endorsement or recommendation of the site, company, content, or its sponsoring organization by Avantax or its affiliates. Spiegelberg Financial Services provides these links as a convenience to you, and has not tested any software or verified any information found at such sites. Risks are associated with the use of software and the information available on the Internet and you acknowledge and understand these risks before using any of these services. Content, links, and some material within this website may have been created by RootWorks and was not written or created by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

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