Mennenga Tax & Financial Service

Our Mission

Our practice works comprehensively with our clients' tax and wealth management plans while delivering a high level of service in a personalized way. As a team, we're committed to knowing and understanding the needs of our clients so we can take a proactive and disciplined approach to solving their financial puzzles.

Company Profile

When we need to make a decision about the operation of our business, we always ask, "What is best for our clients?" The answer to that question guides our decisions.

Tax preparation has always been the foundation of our business. Helping clients save taxes on their individual and business returns is a top priority. Our clients are also pleased with the year-round service and educational seminars that we offer, often at no additional charge.

The piece of your financial puzzle called "taxes" permeates every area of your financial life. All of our tax experts can either give you advice in the following areas, or they can guide you in the right direction.

Filing your tax return - We work to help you pay the lowest tax allowable and use all the tax breaks available.

Planning for future taxes - Are you thinking about selling your rental property, wondering how retirement income will change your picture, selling investments, or making other changes that affect your income? We can project into the future and figure an estimated tax for you so you know how to prepare.

After death taxes - Will you be affected by estate taxes? We can help you find ways to reduce estate taxes, and file the estate tax returns for you.

Small business concerns - Are you starting a small business, or do you already have a successful business? Ask us for tax savings ideas.

Good service is a top priority for everything we do from notarizing your signature to preparing a very complex tax return.

Every step taken - from the interview to delivering the final, valuable product - is done with service in mind. We often hear our clients say, "You made it seem so easy!", or "Now I understand!" Part of the value of our firm is our down-to-earth approach to solving problems. We strive to give clients more than what they expect, and we get great satisfaction from their peace of mind.

Company Started in 1988 by Marshall and Betty Mennenga