Tailored Financial Solutions We Offer

At Iola Bookkeeping & Tax Services LLC, we provide a comprehensive range of financial services tailored to your unique needs. Our offerings include meticulous tax preparation, specialized filings, and diligent payroll assistance, ensuring you're covered across various financial fronts.

Tax Services

Individual Tax Return Preparation and Electronic Filing (1040): Comprehensive preparation and electronic filing of individual tax returns (1040) for all states, ensuring accuracy and compliance.
Small Business Tax Return Preparation and Electronic Filing: In-depth tax preparation and electronic filing for partnerships and corporations (1065, 1120, 1120S), catering to small business entities.
Non-Profit Tax Return Preparation and Electronic Filing (990): Proficient handling of non-profit tax returns and electronic filings, ensuring compliance and accuracy for your organization.
Estate and Trust Tax Returns (1041): Streamlined preparation and filing of estate and trust tax returns to manage your assets and investments efficiently.

Payroll Services

Live-Payroll Services: Full service management of all aspects of getting your employees paid on your schedule. Includes setup, calculation, paychecks/direct deposit, and all compliance reporting for a single employee or your entire workforce.
After-the-Fact Payroll Services: Expertise in assisting businesses and agriculture sectors with federal and state employment tax deposits and reporting, ensuring seamless payroll management.
Federal and State Employment Tax Deposits and Reporting: Assistance in handling employment tax deposits and reporting obligations, ensuring compliance and accuracy.
Federal and State Unemployment Deposits and Reporting: Support with the preparation and filing of federal and state unemployment deposits and reporting requirements.
Annual Forms Filing (W-2s and 1099s): Expert assistance in preparing and filing annual forms such as W-2s and 1099s for your business.

Specialized Tax Services

State Sales Tax Returns: Accurate preparation and filing of state sales tax returns, ensuring compliance with state regulations.
Wisconsin Homestead Credit Claims: Assistance with the preparation and filing of Wisconsin Homestead Credit Claims for eligible individuals.
Heavy Highway Vehicle Use Tax Returns (Form 2290): Thorough preparation and filing of Heavy Highway Vehicle Use Tax Returns, ensuring compliance with regulatory requirements.

Our Certifications & Authorizations

Authorized IRS E-file Provider: Authorized for electronic filing by the IRS for seamless and secure financial transactions.
Annual Filing Season Program Record of Completion
QuickBooks Online ProAdvisor: Certified expertise in QuickBooks Online to optimize your financial management.

Ready to streamline your financial operations? Contact us today.