ProLytic LLC


Financial Services for the Small Business

Tax Planning and Tax Return Filing

I provide compliance-driven, value-added, quality tax planning and tax return filing services to small businesses.  All services are customized to each client and value-priced:  based on results, not my time spent.


Here are the specific tax planning and tax return filing services that I provide:


Tax Planning Services


Analyze Current Financial Situation


  • Track Timing of Income and Other               Short-term Inflows, Fixed Asset Review
  • Trend Investments
  • Review Retirement Accounts
  • Review Insurance Coverages
  • Track Specific Purchases, Short-term         and Long-term Debt


Develop Strategic Financial Plan


  • Maximize Asset Potential and                     Protection
  • Maximize Cost Containment
  • Maximize Federal and State Tax                 Savings


Continue to Monitor and Adjust Plan Periodically

E-Filed Tax Return Services


Payroll Tax Returns


Form 940: Annual Federal Unemployment                   Tax (FUTA) Reconciliation


Form 941: Quarterly Federal Social                             Security, Medicare (FICA), and                   Withholding Tax


Form UCT-101-E: Quarterly Wisconsin                            Unemployment Tax (SUTA)


Form WT-6: Wisconsin Withholding Tax


Form WT-7: Wisconsin Withholding Tax                          Annual Reconciliation


Wisconsin Sales Tax Returns


Information Returns


Forms 1096, 1098, 1099

Forms W-2, W-3


Income Tax Returns

Forms 1040

Forms 1

Schedule H: Wisconsin Homestead Tax                           Credit



I am also a bonded Notary Public in the State of Wisconsin

Click here to discuss how I can save you time, money
and frustration in providing these vital services for your organization.