Remote Tax Professionals That Go Above and Beyond for Northeastern Wisconsin
Polzin Tax & Business Advisors assists clients from Northeastern Wisconsin that prefer to keep their financial matters private within their local communities. Based in Colorado, with NE Wisconsin roots, we offer remote individual and small business tax preparation for Marinette, Menominee, Peshtigo, Green Bay and surrounding areas.
Virtual & Remote consultations are available in the following areas in Northeastern Wisconsin:
Marinette
Menominee, Michigan
Peshtigo
Crivitz
Green Bay
Oconto
Appleton
Howard/Suamico
Ready to get started? Here’s what to expect.
Step 1: Request Access to the Secure Online TaxDome Portal
Click the “Get Started” button to request access to your secure client portal. We’ll send you everything you need to begin.
*Prefer to schedule the Introductory Call first? Skip ahead to Step 3.
Step 2: Complete Your Prospective Member Organizer
Fill out a short, guided form that helps us understand your tax situation and determine if SIMPOLFIED 1040 is the right fit.
Step 3: Schedule Your Introductory Call
We’ll review your intake and meet briefly to answer questions, explain next steps, and ensure everything’s aligned before moving forward.
Step 4: Review & Sign Your Client Agreement
Once we’re aligned, you’ll review and sign a simple engagement letter to make it official—then we’ll get to work on your return.