Business Details
Your Trusted Tax Partner in River Falls, WI
St Croix Tax is a full-service tax preparation firm dedicated to providing comprehensive tax solutions for individuals, business owners, and independent professionals. With decades of combined experience, our team combines technical expertise with personalized service to ensure clients receive accurate and strategic tax planning. We specialize in navigating complex tax laws, identifying deductions, and implementing strategies to minimize tax liabilities throughout the year.Our commitment to continuous education ensures we stay current with evolving tax regulations, while our use of advanced tools like QuickBooks streamlines financial management for businesses. We prioritize client satisfaction through secure digital platforms, year-round support, and transparent communication, establishing ourselves as a trusted partner in tax compliance and financial optimization.
Services
Tax Preparation
Tax Planning
QuickBooks Services
Business Tax Services
Tax Organizers
Highlights and features
- We offer 20+ years of tax preparation expertise with IRS-certified professionals.
- Our team specializes in multi-state tax filings and complex return scenarios.
- QuickBooks Certified ProAdvisors provide seamless accounting integration for businesses.
- Year-round tax planning strategies to reduce liabilities and optimize financial outcomes.
- Secure client portal for convenient document management and communication.
Associations and certifications
- Enrolled Agent (EA)
- QuickBooks Certified ProAdvisor
Services
Tax Preparation
Our tax preparation service ensures accurate and compliant filing for individuals and businesses. We identify eligible deductions, verify calculations, and offer electronic filing for faster refunds. Specializing in complex scenarios like multi-state income and rental properties, we simplify the process while maximizing returns. Clients receive personalized guidance to optimize future tax outcomes.
Tax Planning
Proactive tax planning helps minimize liabilities through strategic income deferral, deduction optimization, and entity structuring. We analyze financial situations to implement IRS-compliant strategies for retirement, investments, and business operations. Our approach preserves wealth across generations while adapting to changing tax codes, ensuring long-term financial efficiency for clients.
QuickBooks Services
Certified QuickBooks ProAdvisors provide setup, training, and ongoing support for small businesses. We streamline bookkeeping processes, reconcile accounts, and generate financial reports to improve cash flow management. Services include system customization, error correction, and integration with tax planning to ensure accurate year-end reporting.
Business Tax Services
Comprehensive business tax solutions cover return preparation, payroll tax compliance, and entity formation. We assist with Schedule C filings, non-profit tax requirements, and QuickBooks integration for seamless accounting. Our team helps businesses organize records, claim industry-specific deductions, and implement systems for ongoing financial clarity.
Tax Organizers
Custom tax organizers simplify information gathering for individuals and businesses. We provide templates for Schedule C, rental properties, and farm income to ensure complete documentation. These tools reduce filing errors while helping clients track deductible expenses, ultimately improving tax efficiency and audit preparedness.
People
Connie Kelly
Owner/Enrolled Agent
With 20+ years of experience, including roles at H&R Block, Connie specializes in complex tax returns, IRS audits, and multi-state filings. As an Enrolled Agent and QuickBooks ProAdvisor, she combines technical expertise with personalized service for individuals and businesses.
Rob Funk
Tax Professional
A former law enforcement officer and small business owner, Rob brings practical tax insights to individual and business clients. Certified as a QuickBooks ProAdvisor, he focuses on accurate filings and financial education for new entrepreneurs.
Questions
What tax services do you offer for small businesses?
We provide business tax returns, QuickBooks setup/training, payroll tax compliance, and entity formation services tailored to small businesses.
Can you help with IRS audit representation?
Yes, our Enrolled Agent has expertise in resolving IRS inquiries, audits, and tax debt negotiations on behalf of clients.
Do you offer year-round tax planning?
Yes, we implement strategic tax planning throughout the year to minimize liabilities for income, investments, and estate planning.
What QuickBooks services are available?
Certified ProAdvisors offer system setup, data cleanup, training, and ongoing support to integrate accounting with tax preparation.
How do I access my tax documents securely?
Clients use our password-protected portal to store and retrieve financial documents anytime from any location.
