Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.



FINANCIAL PLANNING

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review



PREPARING FOR THE FUTURE

Income Planning

See How We Can Help

Chapter 11 Bankruptcy: A Fresh Start Option for La Crosse, WI Business Owners

No one ever really anticipates getting mired in debt in their business. Whether through outside circumstances or business decisions that didn't quite work out, it happens.Lots of La Crosse, WI business owners find themselves in a difficult place right now trying to...

The Clock’s Ticking on the Tax Cuts and Jobs Act

Just like that, June is in full swing, and we find ourselves in that early-summer stretch where La Crosse, WI schools are on break and our minds are on vacation before our bodies.I say, enjoy the summer slow. It has its place in a healthy life calendar — to rest and...

SECURE Act 2.0: RMD Changes & More for La Crosse, WI Savers

The President and Speaker of the House finally made some forward movement on the debt ceiling this holiday weekend. A couple big takeaways: Decreased IRS budget (20 billion less than the projected 86 billion previously allotted by the American Rescue Plan)An...

Your La Crosse, WI Tax Friend’s Thoughts on Navigating a Banking Crisis

Crisis is a word that gets used a lot these days. Especially in headlines. It’s loaded with meaning… and feelings. These days you might find yourself spinning out with something like panic, dread, fear, anxiety, and any variety of mental/emotional...

Back to Basics with Your La Crosse, WI Small Business Taxes

Starting a business is an exciting (and scary) step. Initially, you were equipped with a vision, some basic business know-how, and a plan. You also likely understood that you had tax obligations (you’re a taxpayer after all). However… having a general idea...

Bank Failure Lessons La Crosse, WI People Should Learn

Urgency is a tyrant. Especially when things go awry related to your money. You’re motivated to defend it with an iron grip … even at the expense of your overall state of mind.That’s how the banking “crisis” has a lot of people feeling right now. If you’re...

RKB Accounting & Tax Service, LLC’s Guide for How Long to Keep Tax Documents

Things are pretty interesting over at Twitter right now. The removal of blue ticks from the accounts of well-known public figures and companies has some scrambling to prove authenticity (including the New York City government – yikes!). Not to mention all...

How Innocent Spouse Relief Could Help Some La Crosse, WI Filers

Wedding bells might be chiming for some La Crosse, WI people as we head into warmer weather, but for others, the thud of a gavel signals the end of a happily-ever-after.As if a separation or divorce isn’t enough of a punch in the gut for you, it can be further...

Easy Ways to Manage Money, La Crosse, WI Strugglers

Did you travel for spring break? I know it’s come and gone for most La Crosse, WI families and college students. Maybe you traveled, maybe you didn’t, or maybe the nice weather has you planning for summer.You know when you’re returning home from a road trip and...

Do All La Crosse, WI People Pay Taxes on Social Security Benefits?

We’re in the last leg of the regular tax season here. My office has been working overtime (often literally) cranking out returns for our La Crosse, WI clients. If you haven’t touched base with us yet, and still need to process and file your paperwork, things will be a...