Financial Planning & Tax Center

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Financial Planning & Tax Center Financial Planning & Tax Center

Not sure what to do with a tax document when it arrives? A simple system can help. Keep the original or a secure digital...
10/13/2026

Not sure what to do with a tax document when it arrives?

A simple system can help. Keep the original or a secure digital copy, organize it by tax year or category, and ask about anything that seems unfamiliar or incomplete.

When it's time to share sensitive paperwork, we offer a secure client portal and document-sharing options, so your information never has to travel through ordinary channels.

Find details about our secure portal at www.fptc.tax.

A tax appointment works better when the records tell the full story. Before handing materials to your tax professional, ...
10/06/2026

A tax appointment works better when the records tell the full story.

Before handing materials to your tax professional, review whether income, expenses, payroll information, and supporting documents are present and easy to locate.

The process can be straightforward:
▪️ Gather current records
▪️ Identify missing items
▪️ Flag unusual transactions
▪️ Write down questions for the accounting team

At Financial Planning & Tax Center, we offer bookkeeping and business accounting support if the review turns up more than you expected.

Call us at (715) 355-5008 or visit www.fptc.tax to talk about bookkeeping or business accounting support.

Tax preparation and tax planning work together, but they serve different purposes.Tax preparation looks back. It organiz...
09/28/2026

Tax preparation and tax planning work together, but they serve different purposes.

Tax preparation looks back. It organizes and reports the income, expenses, deductions, and other financial activity that already happened during the year.

Tax planning looks ahead. It considers potential decisions before year-end, such as business purchases, retirement contributions, estimated payments, and income timing, so you can make informed choices with the bigger picture in mind.

At Financial Planning and Tax Center, we help Wausau-area individuals and small businesses discuss tax considerations throughout the year—not only when it is time to file.

Want to talk about year-round tax planning? Contact our team at (715) 355-5008.

We often get asked if it’s better to ring up the IRS directly or start with us (spoiler: you should always start with us...
09/25/2026

We often get asked if it’s better to ring up the IRS directly or start with us (spoiler: you should always start with us) 📞

With that being said, we’ve outlined the circumstances where you may want to reach out to the IRS directly ➡️

Remember, we’re just a phone call away, year-round. Reach out with any questions!

Managing estate or trust tax responsibilities can feel overwhelming, especially while your family is handling so much el...
09/23/2026

Managing estate or trust tax responsibilities can feel overwhelming, especially while your family is handling so much else.

A helpful place to begin is gathering key records, including:
• Prior tax returns
• Income statements, such as Forms 1099 and K-1
• Asset and valuation records
• Expense documentation
• Correspondence related to fiduciary responsibilities

Keeping these documents organized can help create a clearer picture of the estate or trust’s tax needs. Every situation is different, and coordinated support can make the process feel more manageable.

For estate and trust tax support in Wausau, contact Financial Planning and Tax Center at (715) 355-5008.

Starting a business? A strong recordkeeping foundation can make everyday decisions—and future tax preparation—far more m...
09/21/2026

Starting a business? A strong recordkeeping foundation can make everyday decisions—and future tax preparation—far more manageable.

Start with these essentials:
• Open separate business bank and credit card accounts.
• Choose one consistent system for tracking income, expenses, invoices, and receipts.
• Save your formation documents, registrations, operating agreement or bylaws, and tax records in a secure, organized location.
• Track startup costs from the beginning, including equipment, software, marketing, professional fees, and other qualifying expenses.

Your entity structure and tax elections can have lasting implications, so review those choices with qualified legal and tax professionals before moving forward.

If you are building a new business in Wausau or the surrounding area, our team can help you create practical bookkeeping and tax-planning habits from day one. Contact Financial Planning and Tax Center at (715) 355-5008 to get started.

Succession planning is not just about stepping away from your business. It is about preparing the people, finances, and ...
09/18/2026

Succession planning is not just about stepping away from your business. It is about preparing the people, finances, and processes that will support what comes next.

For small business owners, helpful questions may include:
• Who could lead the business in the future?
• How will ownership transition?
• What is the business worth today?
• What tax considerations may affect the plan?
• How can the business continue operating smoothly during a transition?

There is no one-size-fits-all approach, and plans often need to evolve as your business and goals change. We help Wausau-area business owners begin these important conversations with a coordinated financial and tax planning perspective.

If succession planning has been on your mind, we would be glad to start a conversation.

Today, we’re spotlighting an essential bookkeeping term that impacts your business's liquidity and financial strategy: a...
09/16/2026

Today, we’re spotlighting an essential bookkeeping term that impacts your business's liquidity and financial strategy: accounts receivable.

Swipe to find out more about the term. And remember: Understanding and proficiently managing your accounts receivable is key for financial robustness and sustained growth.

Our team of bookkeeping experts is here to help. Reach out anytime.

Have a tax question? The easiest next step is putting it on the calendar. Scheduling time to talk through tax planning, ...
09/15/2026

Have a tax question? The easiest next step is putting it on the calendar.

Scheduling time to talk through tax planning, business records, or preparation needs can be much simpler than waiting until a question becomes urgent.

Maybe you changed jobs, started a business, purchased property, or had another major financial change this year and want to know what information to bring. A scheduled conversation with our team gives your question the attention it deserves.

Reach out today at www.fptc.tax or by calling (715) 355-5008.

Year-end payroll cleanup is easier to avoid than to fix.For small employers, a few consistent habits can make a meaningf...
09/14/2026

Year-end payroll cleanup is easier to avoid than to fix.

For small employers, a few consistent habits can make a meaningful difference:
• Keep payroll records complete and organized each pay period.
• Update employee information promptly when addresses, withholding, or pay details change.
• Reconcile payroll reports regularly instead of waiting until year-end.
• Keep payroll responsibilities separate from general bookkeeping so every payment, tax deposit, and record receives the attention it needs.

Strong payroll management supports accurate reporting and helps reduce last-minute stress. If you would like to discuss payroll management for your Wausau-area business, our team is here to help.

Address

156535 E Wausau Avenue
Wausau, WI
54403

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 9am - 12pm

Telephone

(715) 355-5008

Website

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