Tax Preparation and Planning Services

Trusted Enrolled Agents Providing Comprehensive Tax Solutions Since 1988

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Integrated Tax and Financial Strategy Under One Roof

At Mennenga Tax & Financial, we understand that taxes impact every area of your financial life. Our team of licensed Enrolled Agents provides tax preparation, strategic planning, and IRS representation to help achieve the highest tax efficiencies.

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Individual Tax Preparation

Comprehensive tax preparation services utilizing all available tax reduction strategies. We ensure accuracy, maximize your deductions, and minimize your tax liability with personalized attention to your unique financial situation.

Estate and Trust Tax Services

Specialized estate tax planning, trust administration, and probate services. We help you minimize estate taxes, create lasting legacies, and handle complex fiduciary tax returns with expertise and care.

Tax Planning and Projections

Proactive tax planning for major life events including property sales, retirement income, investment changes, and more. We provide accurate future tax liability estimates to help you make informed financial decisions.

IRS Representation

Unlimited practice rights before the IRS. Our Enrolled Agents can represent you in audits, appeals, collections, and all IRS matters, providing experienced advocacy and protecting your rights as a taxpayer.

Tax Reduction Strategies

Strategic tax planning to minimize your tax burden legally and ethically. We identify opportunities for deductions, credits, and tax-efficient strategies tailored to your personal or business circumstances.

The Enrolled Agent Advantage

  • Highest IRS Credential

    Enrolled Agent (EA) status is the highest credential awarded by the Internal Revenue Service. Our tax preparers have passed the rigorous three-part comprehensive IRS exam covering individual and business tax returns.

  • Unlimited Practice Rights

    Like attorneys and CPAs, Enrolled Agents have unlimited practice rights before the IRS. This means we can represent any taxpayer, handle any type of tax matter, and appear before any IRS office on your behalf.

  • Continuous Education and Ethics

    All our Enrolled Agents complete 72 hours of continuing education every three years and adhere to strict ethical standards, ensuring you receive the most current tax expertise and professional service.

Why Choose Mennenga Tax & Financial?

  •  35+ Years of Experience 

  • Licensed Professionals

  • Secure File Sharing

  • Personalized Service and

    Strategic Guidance

  • Multi-State Experience

 

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Resources for Current Clients

Secure Document Portal

Ready to Optimize Your Tax Strategy?

Let our experienced Enrolled Agents help you navigate complex tax situations and minimize your tax liability.

Call (608) 241-5678

Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC, headquartered at 80 State Street Albany, NY 12207. Tax advice offered through Merit Tax Advisors DBA (Doing Business As) Mennenga Tax and Financial. Merit Financial Group, LLC, Merit Financial Advisors, and Merit Tax Advisors are affiliated entities (collectively “Merit”). Merit and PKS are separate entities and unaffiliated.