Lulloff, Leben & Taylor, LLC

CONNECT

Address:

3333 N Mayfair Road, Suite 203
Wauwatosa, WI 53222

Phone:

414-777-0700

Our Services

TAX PREPARATION & ADVISORY SERVICES

Lulloff, Leben & Taylor guides clients through a full range of tax preparation
and planning decisions with strategies that maximize your cash flow by minimizing
your tax liabilities, while keeping you on track to your financial goals.
Our expertise, analysis and thorough research skills allow us to optimize financial opportunities to be found in recently altered and existing tax laws.

Services Offered
Tax Planning and Preparation for:

  • Individuals
  • Businesses
  • Estate and Trusts
  • Retirement Plans
  • Non-Profit Organizations
  • Non-WI Returns
  • Estimated Taxes
  BUSINESS ACCOUNTING

From established enterprises to startups, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Lulloff, Leben & Taylor’s accounting services steer you closer to these goals.

  • Bookkeeping/Financial Statement Preparation
  • Assurance and Advisory Services
    – including: Audits, Reviews and Compliations. 
  • Management Advisory/Part-time CFO Services
    – We are able to utilize our extensive management training and draw on our vast consulting experience to develop a plan to maximize your company’s growth and profitability.
  BUSINESS
ACCOUNTING SERVICES

Business Consulting

  • Entity Selection
  • Business Valuation
  • Business Combinations
  • Multi-State Businesses
  •  Loan Applications
  • Cash Flow Management/Budgeting
  • Strategic business planning.
  • Succession Planning
  • Special engagements and Agreed Upon Procedures
Financial Statements / Accounting
  • QuickBooks set-up/troubleshooting and monthly bookkeeping
  • Payroll