MasterTax

MasterTax MasterTax is open and ready and ready to serve you. Call us at 414-581-0090 to schedule an appointment. Choose whichever is best for you. Duties include:

1.

Or, you can use our outside drop-off box, e-mail, or Fax to get your information to us and us back to you. MasterTax is a seasonal local income tax preparation company based in the Hales Corners area. We are looking for an energetic individual who can work as our day-time in-office administrator. The day time shift runs from 08:30 – 16:30 M-Th, 08:30 – 17:00 on Fridays. The seasonal position runs

from Feb-01 until mid-April. Answer phones
2. Call clients when necessary
3. Monitor and answer e-mails
4. Greet clients when they arrive
5. Schedule or reschedule appointments
6. Maintain the client information drop-off log
7. Assorted filing
8. Assist with collecting client payment when returns are picked-up
9. Prepare the client folders for the next day’s schedule (PM only)
If you are interested, please contact MasterTax directly at 414-581-0090 and ask to speak with Sue.

MasterTax is a family based home business located in NW Franklin and we're looking for a few folks interested in answeri...
01/28/2025

MasterTax is a family based home business located in NW Franklin and we're looking for a few folks interested in answering calls, scheduling appointments and doing basic office clerical duties. We have flexible times across the team to cover our basic hours of 9-8 M-Th and 9-5 on Friday. Please reach out to us at 414-581-0090 if you're interested.

03/13/2021

In our attempt to let our MasterTax family know what's going on, we've posted the following that we received from the National Association of Tax Preparer regarding the new stimulus plan that was recently passed. The text is verbatim from their newsletter. We are strongly advised NOT to file amended returns at this time. Once the instructions and software packages are updated, we will post further information on how to proceed. Thanks. MasterTax

===============
IRS Provides American Rescue Plan Guidance

The IRS is reviewing implementation plans for the newly enacted American Rescue Plan Act of 2021. Additional information about a new round of economic impact payments, the expanded child tax credit, including advance payments, and other tax provisions will be made available by them as soon as possible.
The IRS strongly urges taxpayers not to file amended returns related to the new legislative provisions or take other unnecessary steps at this time.
The IRS will provide taxpayers with additional guidance on those provisions that could affect their 2020 tax return, including the retroactive provision that makes the first $10,200 of 2020 unemployment benefits nontaxable. For those who haven't filed yet, the IRS will provide a worksheet for paper filers and work with software industry to update current tax software so that taxpayers can determine how to report their unemployment income on their 2020 tax return. For those who received unemployment benefits last year and have already filed their 2020 tax return, the IRS emphasizes they should not file an amended return at this time, until the IRS issues additional guidance.
Also, the IRS has released IR-2021-54, which notes that the third economic impact payment will begin to be deposited over the next week. The third round of stimulus payments, those authorized by the 2021 American Rescue Plan Act, differs from the earlier payments in several respects:
• The third stimulus payment will be larger for most people. Most families will get $1,400 per person, including all dependents claimed on their tax return. Typically, this means a single person with no dependents will get $1,400, while a family of four (married couple with two dependents) will get $5,600.
• Unlike the first two payments, the third stimulus payment is not restricted to children under 17. Eligible families will get a payment based on all of their qualifying dependents claimed on their return, including older relatives like college students, adults with disabilities, parents and grandparents.
NATP is closely monitoring the details of this news and will be in communication with our members with additional guidance and resources as the IRS releases it.

02/04/2021

MasterTax is a seasonal local income tax preparation company based in the Hales Corners area. We are looking an individual who can work as our in-office administrator.
The shift runs from 08:30 – 16:30 M-Th, 08:30 – 17:00 on Fridays. The position will run until mid-April.
Duties include:

1. Answer phones
2. Call clients when necessary
3. Monitor and answer e-mails
4. Greet clients when they arrive
5. Schedule or reschedule appointments
6. Maintain the client information drop-off log
7. Assorted filing
8. Assist with collecting client payment when returns are picked-up
9. Prepare the client folders for the next day’s schedule (PM only)
Please contact MasterTax directly at 414-581-0090 and ask to speak with Sue.

01/04/2021

Good morning everyone!

We hope all of you had a Happy New Year!!

As we get ready for another great tax season, we would like to take a moment to inform you of a couple things:

- For your safety, we are taking the exact same precautions as last season

- We will be here to offer the same in-person service that you have always experienced

We make every attempt to follow distancing during our in-person services and limit the number of clients inside the office to the minimum necessary by family. Masks are advised but optional for clients with their own private health needs and conditions. We let you make that choice. For those who would prefer contact-free service, we offer e-mail, outside drop-off and pick-up box, FAX or US Mail provided service. We encourage anyone wishing to avoid the in-person services to check out one of those options.

If you have any questions, regarding our operations and options for contact-less return prep, please feel free to give us a call today (414-581-0090)!

We look forward to serving you again soon!

12/29/2020

Good morning everyone!

We hope all of you had a Merry Christmas!

As we get ready for another great tax season, we would like to take a moment to inform you of a couple things:

- For your safety, we are taking the exact same precautions as last season

- We will be here to offer the same in-person service that you have always experienced

- For those who would prefer contact-free service, we are working hard to expand our abilities to assist your every need.

If you have any questions, regarding our operations and options for contact-less return prep, please feel free to give us a call today!

We look forward to serving you again this year!

03/31/2020

Hi FaceBook friends. Just an update letting everyone know that we are still processing returns, but with a small twist. Due to the Covid-19 outbreak, we have stopped all in-office face-to-face for the time being. We are utilizing a drop box, marked “MasterTax Drop-Off” located by the front door and are asking our customers to drop their information off to us using that.

Please be sure to include your name and a phone number so we can contact you if we have questions and when we are finished.

(To help with this, there is also a clear plastic box with pens and drop-off sheets for you to provide this information adjacent to the drop-off box)

For security, we ask that you either give us a call or ring the doorbell when you drop your information off so we can get it inside right away. We'll complete your return and let you know when it's done.

Picking up a completed return is pretty much the same; let us know when you arrive, we put the completed return and signature page in the box. Leave the signed form and payment in the drop off box and take your completed return home.

For those who would prefer another way, we can also receive information via FAX or e-mail (.PDF files please) and them mail them back via USPS or e-mail to you when finished.

If you have any questions, don’t hesitate to give us a call.

We'll get through this.

Thanks!

Sue and Mike at MasterTax
414-581-0090 (office)
414-529-5681 (fax)
[email protected]

03/23/2020

***MasterTax Major Update***

Per the recent instructions from the Governor of Wisconsin, MasterTax will be suspending face-to-face appointments until such time that the Governor rescinds the orders limiting face-to-face contact.

However, we are able to continue our services for those returns that are:
1. Received via e-mail at: [email protected] (pdf only)
2. Received via FAX at: 414-529-5681
3: Mailed to MasterTax at: 6300 S. 116th Street
Franklin, WI 53132
4: Dropped in the "MasterTax Drop Off" box at the front
door
*** Please ring the doorbell to let us know that you have
dropped off. Please Include all of your documents,
along with your name, address, phone number, and
email so we can contact you with questions/updates.

We also ask you to please put off all your documents
in an envelope or a bag to keep them all together.

Per guidelines, to minimize any close contact as much as possible, pick-up of completed information will be completed via scheduled time by calling MasterTax (414-581-0090) when you arrive. We will then place the completed documents for you to sign, provide payment for services (check, cash,
credit / debit) along with your original documentation in the drop box. You can also pre-pay via credit / debit card by phone before scheduling a pick up.

We thank you all, from the bottom of our hearts, for your continued cooperation and support though these unprecedented times.

Please see our website for future updates at
www.mastertaxwi.com

03/14/2020

MasterTax would like to reassure our clients that we, like may others, are monitoring the national and local news regarding the spread of the COVID-19 virus.

Our priority is to the safety of both our clients and ourselves. Be assured that, although we’re a small office, we are taking active steps to disinfect common hard surfaces routinely during the day.

For those with concerns, we invite you to take advantage of our drop off service by leaving your information at our front desk and we will contact you when your returns are completed.

Thank you for your continued support.

Your MasterTax team

03/07/2020

Hello friends!

It's hard to believe, but we're already at the half-way point in the season. We're still taking appointments and slots are filling up.

One of the changes you'll see this year is that we've expanded the parking area in the driveway. We encourage everyone to please use that area to park in as we are trying to avoid parking on the roadside as much as possible. Thanks very much!

To schedule your appointment you can either call us at 414-581-0090 or do it yourself on our website at www.MasterTaxWI.com.

Never been here before? No problem. We always happy to accept new clients. Give us a call at 414-581-0090.

Please let your friends and family know about your experiences with us, like and share our page, and leave us a review on Google.

We look forward to seeing each of you!

Address

6300 S. 116th Street
Franklin, WI
53132

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 5pm
Saturday 10am - 5pm

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MasterTax

MasterTax Update March 31, 2020 Re: Extended IRS deadline

The IRS filing deadline is now July 15. This is for both the date to file (Federal and State) and to get any tax owed to them without interest or penalties being applied.

In Summary:

· Filing deadline for returns or extensions is now July 15