Taxes

• Tax Planning
  Locatelli and Company navigates through complicated tax laws to optimize your unique tax liability situation. We investigate and translate new tax requirements, as well as credits and benefits, so that you can easily understand them and comply.
• Tax Services
• Income Tax
• Tax Return Preparation

Accounting

• Accounting Services
  Locatelli and Company is unique among Milwaukee accounting firms. We specialize in providing certified public accounting services and business consulting for small to medium-sized companies in the professional services sector, such as marketing communication firms, law firms, creative entrepreneurs and non-profits, as well as retailers and real estate companies.
• Payroll Services
• Bookkeeping Services
  Bookkeeping – Recording of transactions, client invoicing, check writing, as well as other bookkeeping services, performed on-site at your place of business.

Planning

• Financial Planning
• Retirement Planning
  Jim is experienced in a variety of accounting and business management capacities, including financial analysis; income forecasting and budget control; tax reporting; succession planning; mergers and acquisitions; cost accounting, contract negotiation and execution; and employer retirement planning.