Tax Preparation

Schedule Your Tax Review

Local, thorough, and easy to work with — tax prep that feels like a relief.
Keystone Tax helps individuals, retirees, and small business owners in Eau Claire, WI file accurately, stay compliant, and feel confident about the numbers.

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What you get with Keystone Tax:

  • What you get with Keystone Tax

  • Accurate filing with clear communication

  • A tax return you actually understand

  • Proactive guidance (not just data entry)

  • Help for life changes: retirement, new job, self-employment, selling a home, new baby, etc.

  • A local team you can reach when questions come up

Schedule Your Tax Review

Who we help:

  • Retirees & near-retirees

    • Social Security, RMDs, Roth conversions, investment income, Medicare consideration

  • Small business owners

    • Schedule C, LLCs, S-Corps, quarterly estimates, deduction planning

  • Individuals & families

    • W-2 income, dependents, homeownership, education credits, life transitions.

Our tax preparation process:

  • Schedule your appointment

  • Share your documents securely (we’ll tell you exactly what you need)

  • We prepare your return carefully and ask the right questions

  • You review + we file

  • You leave with clarity and a plan for next year (if needed)

Why local matters:

National chains can feel rushed and impersonal. Keystone Tax is based in the community — so you get:

  • More consistent support

  • Better continuity year to year

  • Someone who knows your situation and follows through

Let’s make your taxes a tool — not a stressor.
Schedule your Small Business Tax Consult today.

Schedule Your Tax Review

FAQs:

  • How early should I book my tax appointment?
    Earlier is better — especially if you have retirement income, investments, or self-employment.

  • What should I bring to my tax appointment?
    We’ll provide a checklist based on your situation (W-2s, 1099s, deductions, retirement documents, etc.).

  • Can you help if I haven’t filed in a while?
    Yes. We can help you get caught up and create a plan moving forward.

  • Do you offer tax planning too?
    Yes — especially for retirees and small business owners who want proactive strategy, not just filing.