For many years while living in Appleton and during the past few years while temporarily working in China, I've relied on Watertax, Inc. for filing my taxes. They have been accurate, reliable, and prompt. Craig Meyer had to dig into a number of complex issues to help take the right approach in filing US taxes on foreign income and benefits and did so without charging us extra for that time. The rates charged are so reasonable, maybe too reasonable, in my opinion. Great expertise at low cost.

Recently I had some more questions regarding a new individual 401k I wanted to create. Craig and Brandon Butler kindly met with my wife and I and got into a lot of helpful details that guided me in exactly the right direction. To my shock, they wouldn't even accept payment. This is a company that really values its customers and wants to keep them coming back. I am happy to give them my strong recommendation for high expertise, outstanding service, and terrific value (again, I fear the value may be too terrific in the customer's favor). If you need help with taxes or financial planning, give them a call at (920) 733-4359.

Labels: finances, financial planning, investing, IRS, money, tax preparation, taxes