Cathy A. Gille & Associates specializes in Trust & Estate Planning, with over 20 years experience.

Small Business Consulting, Accounting and Tax Services

With experience in the small business world of tax and accounting for 25 years, we can help you from the point of analyzing a new business to determine whether the purchase price is reasonable and if the business is a good investment, all the way to helping you manage the tax consequences of selling your business. We are experienced at everything in between—deciding on the correct entity structure, applying for identification numbers, filing all the various payroll and income tax returns, assisting with bookkeeping issues, training on Quickbooks software, working with your attorney and lenders, assisting in the employee benefit and employment compliance areas, and consulting in the areas of cash flow management and income tax planning. Farming, manufacturing, retail…we do it all.

Individual Income Tax Planning, Consulting and Return Preparation

Whether you are dealing with the complexities of multiple states with rental properties and a business, or a basic return requiring only the knowledge of an accountant who stays up-to-date on current tax laws so you don’t miss any of the benefits to which you are entitled, we will take care of you in a cost effective and timely manner. The Tax Code is the most complicated it’s ever been…don’t trust your money to inexpensive software or inexperienced tax preparers.

Estate and Estate Tax Services

We have worked with attorneys and personal representatives for many years to help them with the accounting side of the probate and estate administration and settlement process. This is a niche that many accountants “dabble” in. We specialize in it, so you can be assured that you are getting experienced assistance and advice as you work through the complex process of settling the estate of a friend or family member.
For those of you who want to actively manage and minimize the financial ramifications of your eventual passing, we are here to help you. We work as a team with a number of local estate planning attorneys to help make sure your assets go to whom you want them to go to, when you want them to go to them, and how you want them to get to them, in a tax efficient manner while preserving your privacy and your family’s harmony. Whether you are planning for the future, or dealing with the loss of someone you cared about, you deserve to know you are being assisted by a team with experience and knowledge in this area.

Final Individual Income Tax Returns

We are experienced in the area of individual income tax preparation as well as estate and trust income tax preparation, so we are well positioned to prepare the final individual income tax returns required to be filed by trustees and personal representatives for those who have passed away. There are tax saving elections available, and special rules to be followed…do not trust the final returns to tax preparers who do not work in the trust and estate area, leaving yourself open to liability for errors.

Multi-State Filings

Positioned as we are on the Wisconsin and Minnesota border, we have plenty of experience and are proficient in filing individual, business, payroll, sales, trust, and estate returns for both states. With many “snow bird” clients anxious to escape the cold Midwest winters, and qualifying for residency in warmer states, we are also very familiar with the tax laws of Texas, Florida, Arizona and the like. We use high-end software to make sure you get the highest quality product, no matter how many states want your tax dollars.

If you have a situation that you feel may benefit from our many years of experience, and our multi-faceted and broad services, please give us a call or send us an email. We’d be happy to discuss your situation and work with you to either solve a present problem or consult and plan to avoid a future problem.