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For over 43 years, we’ve built solid relationships with our clients by working closely with them to understand their individual situations and needs. This approach gives them the confidence and guidance necessary to make the best financial decisions for their business – or household – with the benefit of knowing we’re with them every step of the way.

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And Corporate News

Cindy Meicher Featured in In Business Madison

February 6, 2026

We’re proud to share Managing Partner Cindy Meicher’s recent feature in In Business Madison (February 2026). Cindy focused on the changes to the tax rate introduced by the One Big Beautiful Bill Act (OBBBA) and what these changes mean for...

Tax-Related Identity Theft

August 23, 2024

In recent years, we have learned of a number of instances where our clients have been victims of tax-related identity theft. Below we explain what tax-related identity theft is and steps that should be considered by anyone who has become,...

Client Organizer/1099 Worksheet

January 10, 2024

Download Your 2023 Tax Organizer A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can...

Forty Under 40 – 2023 Class

June 1, 2023

The annual Forty Under 40 honors 40 of the most successful and civic-minded young professionals under the age of 40 in the Greater Madison area. On Jan. 23, 2023, IB will begin to announce the members of the 2023 class....

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