Lulloff, Leben & Taylor LLC

Lulloff, Leben & Taylor LLC A CPA firm that keeps clients on track to meet their financial goals & business running smoothly.

At Lulloff, Leben & Taylor, LLC, we keep clients on track to meet their financial goals. Providing a full range of accounting, bookkeeping, tax, and financial planning services, we implement strategies to minimize your tax liabilities while keeping you on track to meet your financial goals. We offer business, personal, estate/trust, and non-profit tax preparation, full-service audits, Quickbooks,

succession planning, and tax planning. We also provide comprehensive personal and business financial planning & wealth management through our sister company Midwest Wealth Solutions, LLC. WICPA, AICPA, CFP, NATP (National Association of Tax Professionals), WAA (Wisconsin Association of Accountants), NSA (National Society of Accountants).

06/02/2026

Milwaukee summer festival season is officially HERE 🌞

Whether you're heading to PrideFest, grabbing gyros at Tosa Greek Fest, or headbanging your way through Milwaukee Metal Fest this weekend… one thing is certain:

Summer has a funny way of making money disappear faster than expected 😅

Festivals, travel, kids' activities, weddings, vacations, patio season… suddenly it’s September and everyone asks:

"Wait… where did my cash go?"

The best financial plans aren't built in January. They're adjusted throughout the year.

So enjoy the festivals 🍻🌈 — but maybe also ask yourself:

Do I actually know what the rest of my year financially looks like?

That’s where we come in. https://www.lltcpas.com/contact

05/27/2026

😱😱😱Retirement Confidence Down 😱😱😱

Retirement confidence slipped in 2026 after showing signs of improvement the year before, with both workers and retirees feeling less certain about their financial future. According to the latest findings from the Employee Benefit Research Institute's 2026 Retirement Confidence Survey, only about three in five workers now say they are confident they will have enough money to live comfortably in retirement, while roughly three in four retirees say the same. Link to read more: https://www.advisorstream.com/br/?c=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJub2RlX2lkIjo1OTc2MjcsInByZXZpZXciOmZhbHNlLCJjb21tX2lkIjoxNDgwMDMzMywiZGVzdF9pZCI6MjUwNTIzMDYsInJlYWRlcl9pZCI6bnVsbCwicGVyc29uYV9wcmV2aWV3IjpmYWxzZX0.4H6jA1FwA6Fu6ru_K-tVueXYdRQjBYkU59ZTmxJVz88&a=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJwcm94eV9wayI6MjMzNzV9.patlAvlBX_USuNrlW-scushW56pZy7MuWDxmEruXGoY

Today, we pause to honor the brave men and women who gave everything for our freedom.
05/25/2026

Today, we pause to honor the brave men and women who gave everything for our freedom.

05/21/2026

Taxes can take a big bite out of your total investment returns, so it's encouraging to know that your employer-sponsored retirement savings plan may offer a variety of tax benefits.

Depending on the type of plan your employer offers, you may be able to benefit from current tax savings; tax deferral on any investment returns you earn on the road to retirement; and possibly even tax-free income in retirement. Read more here: https://www.advisorstream.com/br/?c=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJub2RlX2lkIjo1OTc2MjcsInByZXZpZXciOmZhbHNlLCJjb21tX2lkIjoxNDc1OTM4MSwiZGVzdF9pZCI6MjUwNTIzMDYsInJlYWRlcl9pZCI6bnVsbCwicGVyc29uYV9wcmV2aWV3IjpmYWxzZX0.okz9U0kQle4a2uFulmcUFA60_h5JCwRwq-_quNuqO5k&a=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJwcm94eV9wayI6Mzg0fQ.MQrauVfUXbopayez3pT1vF6ByC8_DxZrecVtaHP8ibg

05/18/2026

☀️ Beautiful weather, longer days, and a good reminder that now is the perfect time to check in on your 2026 tax situation before Q2 estimated payments are due.

A mid-year tax projection can help:

• Avoid underpayment surprises
• Prevent overpaying estimates unnecessarily
• Adjust for income changes, investments, bonuses, or business growth
• Create a clearer picture for the rest of the year

The earlier you plan, the more options you typically have.

Enjoy the sunshine today — and if your financial picture has changed since January, it may be worth revisiting your tax strategy too. 🌿💼 Let's connect! https://www.lltcpas.com/contact

05/14/2026

April may have brought the deadlines.
May can bring the strategy.

Now that the rush of tax season has passed, it’s a good time to focus on the bigger picture — cash flow, tax planning opportunities, bookkeeping cleanup, and making sure old tax issues don’t keep following you forward.

A little planning now can save a lot of stress later.

What do you want May to bring your business?

05/12/2026

Tax season may be over — but smart planning is just getting started.

May is one of the best times to step back and ask:

-Did this year’s tax bill surprise you?
-Are you setting enough aside?
-Is your bookkeeping helping you make decisions, or just helping you survive deadlines?

The answers you uncover now can make next year a lot smoother.

If you want to be more prepared next time around, this is the perfect time to start. Let's chat! https://www.lltcpas.com/contact

May the 4th be with you!A strong financial strategy is a lot like mastering the Force — it works best when you use it ye...
05/04/2026

May the 4th be with you!

A strong financial strategy is a lot like mastering the Force — it works best when you use it year-round, not only when deadlines are approaching.

Whether you need help with tax planning, bookkeeping, accounting support, or getting back on track with prior-year filings, now is a great time to put a plan in place before the busy season returns.

Don’t wait for tax season to feel like you’re battling the dark side. Let’s build a smarter strategy now!

04/30/2026

Wisconsin really took “April showers” seriously this year… 🌧️ (record levels, to be exact)

But you know what comes next:

🌼 May flowers
…and smart financial moves

Because the real glow-up isn’t just in your yard—it’s in your financial strategy.

May is the perfect time to:
✔️ Review your tax strategy
✔️ Adjust withholdings or estimates
✔️ Start planning before year-end sneaks up

Let’s turn all that April rain into financial growth 🌱

https://www.lltcpas.com/contact

04/29/2026

After years of states pushing legislation to accelerate the development of data centers and the electric grid to support them, some legislators want to limit or repeal state and local incentives that paved their way.

President Donald Trump also has changed his tone. Last year he issued an executive order and other federal initiatives meant to support accelerated data center development. Then last month, he cited rising electricity bills in saying technology companies that build data centers must “pay their own way,” in a post on Truth Social. Read more here: https://www.lltcpas.com/resources/quick-reads/tax-breaks-for-data-centers-are-on-the-chopping-block

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19575 Janacek Court Suite 104
Brookfield, WI
53045

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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