TELEPHONE: 715-392-2946

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1523 Belknap St.,

Superior, WI 54880

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Tax planning

Ensure your private affairs are handled accurately

 

 

 

Don't trust just anyone with ensuring your assets are handled properly. Donn W. Bergquist, CPA is the only choice for individual accounting services. Whether you need help planning a budget or need assistance with your divorce, we offer complete services for all aspects of financial planning.

 

If you're planning for your family's future, get help from our licensed and certified CPA. With years of experience, Donn W. Bergquist, CPA can help you decide what will happen to your estate, assets, and budget after your passing. Work with us ahead of time to get all your affairs in order in a timely manner.

 

Make planning for your family's future easy

 

 

• Long-range personal planning

• Roth IRA’s

• Estate liquidation

• Medical management consulting

• Trusts

• Individual federal and state tax preparation

• Estate and gift tax planning

• Individual audits

• Personal bookkeeping

• Elder care budget and accounting management

• Debt reduction plans

• Litigation support for divorces

Get the best personal tax planning:

 

 

 

Get comprehensive

help with all your individual financial assets and property.

 

 

 

Schedule an appointment for

your personal financial affairs.

715-392-2946

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