Delta Tax
*Local*Honest*Done Right*
Let’s meet up for some coffee, and I’ll make tax season feel less like a headache and more like a chill conversation. Just doing my part to help our local community thrive—one tax return at a time!
Welcome to Delta Tax – Your hometown tax pro for Jackson and all of Washington and Ozaukee Counties.
From Cedarburg to Slinger to Mequon to Richfield, I’m the small local tax business that knows every back road
and every family story. Farmers, retirees, shop owners, or young families—I sit down with you, listen, and turn your shoebox of receipts into real savings.
No call centers. No 1-800 numbers. Just a neighbor who answers the phone, remembers your name, and gets your return done right, on time, every time.
Serving Jackson + Washington & Ozaukee Counties.
Text, call, or send me a message. Your peace of mind starts here in Jackson.
I’m committed to guiding individuals and small businesses through the complexities of tax regulations. I offer tailored solutions that not only comply with legal requirements but also maximize their financial benefits. By creating strong relationships with my clients, I aim to build a foundation of trust and reliability. Hopefully, contributing to the overall economic health of our community.
Individual Tax Return
Form 1040
Grab your W-2’s and that random 1099 you almost forgot. I’ll whip your everyday return into shape faster than you can say “refund.” I double-check every credit and deduction so you keep more of your paycheck. I even e-file it before you finish your coffee.
Self-Employed Tax Preparation
Form Schedule C
Side-hustle receipts in a shoe box? I’ve got you. I’ll sort the chaos, max out your home-office write-offs, and make quarterly estimates painless. All while keeping the IRS off your back and more cash in your pocket.
Tax Resolution
IRS Mailings
Got a scary letter from the IRS or a tax bill that keeps you up at night? Take a deep breath. I can help negotiate payment plans, lift penalties, and turn that mess into a manageable “no-big-deal” before you know it.
Tax Document Organization
Stay Organized
We are all busy and who doesn’t have papers all over their counters, and digital files saved in multiple locations. I can help you keep your files organized.
Service Area
WASHINGTON COUNTY, WI
OZAUKEE COUNTY, WI
Ready to ditch tax season stress?
Send me a message, shoot me a text, or give a quick call—whatever is easiest for you.
I’ll grab the coffee, you bring the paperwork and I’ll handle the rest!
Let’s do this!
Frequently Asked Questions
How long will it take to do my taxes?
Drop off your docs and I’ll have your return finished within one week. I’ll text you the minute it’s ready to review and e-file.
What if I’m self-employed and my receipts are scattered?
Send photos or bring everything in. I’ll organize it, find every allowable expense, and get your Schedule C done in two weeks.
Got an IRS notice?
Forward the letter. Most penalties and liens are settled in under a week once I file the right forms for you.
Which deductions do most locals miss?
Mileage logged on your farm or delivery routes, energy upgrades to rental properties, HSA contributions, and home-office Wi-Fi. I’ll pull last year’s return and show you exactly what you overlooked.