The Neal Group, LLC

The Neal Group, LLC No annoying tax professional lingo. Just straight, authoritative and friendly advice. Visit: www.nealgroup.net
Or call: (414) 325-2040

It is our privilege to serve you in the areas of tax, retirement, business and wealth planning. Some of you have been with us since we began this practice in 1984! We simply try to serve your needs as best we can. Thanks again and we look forward to continuing our relationships with all of you! We have a head for numbers and a heart for people. We are always striving to help you meet your goals.

Some put vacation planning details above the details you need when it comes to taxes! For tax documents, organization is...
06/18/2026

Some put vacation planning details above the details you need when it comes to taxes! For tax documents, organization is key.

Consider using digital tools or filing systems to ensure your important papers stay secure and easily accessible.

Last week, Jon and Michelle attended the Advisory Symposium in California to learn, connect with other professionals, an...
06/11/2026

Last week, Jon and Michelle attended the Advisory Symposium in California to learn, connect with other professionals, and bring back new ideas that help us better serve our clients.

Here are a couple of their takeaways:

1. Clients want more than tax preparation; they want proactive advisory services that help them make better financial decisions throughout the year, just like the services Neal Group offers our clients today!

2.Utilizing the best resources are the ones that provide clear and precise results such as AI-powered solutions to tax resolution tools, we're focused on making the most of every resource available to help our clients succeed.

Professional development isn't just about earning continuing education credits; it's about finding better ways to serve the people who trust us with their financial future.

06/02/2026

Good tax planning usually doesn’t happen in April.

That’s why mid-year reviews can make such a difference—especially for business owners, rental property owners, and clients with more complex finances.

In this video, we talk about:
• Why mid-year check-ins matter
• Improving bookkeeping and record-keeping habits
• Planning ahead for estimated taxes
• Finding opportunities before year-end
• How proactive conversations can reduce stress later

The best tax strategies often start long before tax season does.

Watch the full video to learn how The Neal Group helps clients stay proactive year-round: https://youtu.be/uwuidXVdbXM

Most small businesses think about taxes once a year.The most successful ones think about them year-round.From retirement...
05/28/2026

Most small businesses think about taxes once a year.

The most successful ones think about them year-round.

From retirement contributions to entity structure,
timing matters more than most people realize.

Planning now = flexibility later.

Profit and cash flow are not the same thing and confusing the two is where most problems start. We make sense of your ce...
05/21/2026

Profit and cash flow are not the same thing and confusing the two is where most problems start. We make sense of your cents.

Schedule an appointment with us today: https://nealgroup.net/make-an-appointment/

05/12/2026

If you owe the IRS or the state, you still have options.

From payment plans and installment agreements to offers in compromise and currently non-collectible status, there are real solutions depending on your situation.

The biggest mistake? Ignoring the notices.

In this video, we break down:
• Tax debt resolution options
• Payment plans and settlements
• State vs. IRS collections
• Why taking action early matters

Watch the full video to learn how The Neal Group helps clients navigate tax debt with clarity and confidence: https://youtu.be/TmldCEbtTuE

“Next year I’ll be more organized.”Everyone, every year.We’ll be here when you’re ready.
05/07/2026

“Next year I’ll be more organized.”

Everyone, every year.

We’ll be here when you’re ready.

Tax season might be behind you… but smart planning doesn’t stop here.April is a great time to take a breath, reflect, an...
04/30/2026

Tax season might be behind you… but smart planning doesn’t stop here.

April is a great time to take a breath, reflect, and think about what worked and what didn’t. Those small observations now can make a big difference next year.

Step 1: Avoid thinking about taxesStep 2: Think about taxesStep 3: Wish you had started earlierOr… just skip to Step 4: ...
04/23/2026

Step 1: Avoid thinking about taxes
Step 2: Think about taxes
Step 3: Wish you had started earlier

Or… just skip to Step 4: Call us.

04/16/2026

Missed the tax deadline? The worst thing you can do is nothing.

We see it all the time. People fall behind and feel stuck.
But ignoring it only makes things more stressful (and more expensive).

The good news? There are still options.

At The Neal Group, we help you move forward:
* Get your information organized (even if records are missing)
* Work directly with the IRS on your behalf
* Help reduce or eliminate penalties when possible

Because the reality is life happens.
And when it does, having the right support makes all the difference.

If you’re behind, don’t wait. Taking that first step can bring immediate relief.

▶️ Watch the full video to understand what to do next—and how we can help you get back on track: https://www.youtube.com/watch?v=AgK5qQ7Oa60

Address

3001 W Layton Avenue
Greenfield, WI
53221

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm

Telephone

+14143252040

Website

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