Welcome

Bleidorn Tax & Investment Services, LLC is an independently owned Milwaukee area CPA firm offering Income Tax Advice, Tax Return Preparation, Investment Portfolio Management, and Financial Consulting Services for individuals and self-employed business owners.

Our mission is to provide customized professional Tax & Investment Management services, and empower those we serve to make informed financial choices.

The principal CPA & Owner is John F. Bleidorn, Money Mentor.

 

John F. Bleidorn, CPA

Bleidorn Tax & Investment Services, LLC can assist clients with various Tax & Investment needs:

  • Individual tax return preparation & consulting  (Individuals, Sole-proprietorships, Self-employed individuals, Single-member LLCs)
  • Rental property income & property sales
  • Investment related transactions & considerations that require knowledge of current income tax laws

Hourly financial consulting services include:

  • Spreadsheet generation to compare various financial alternatives (retirement plan investment selection, rent or buy analysis, analyzing investment opportunities, comparing mutual funds, etc.)
  • Educational seminars on a specific financial or investment topic
  • Other specific Tax or Investment related projects or topics

Ongoing Investment Advisory & Asset Management services are available for clients that have a minimum account size of $100,000 to invest on an ongoing basis (This includes Brokerage accounts or tax favored accounts such as IRAs, 401(k)s, 403(b)s, 457 plans, Variable Annuities, etc.).

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Give John a Call Today
For a Free Portfolio Review:
414-455-5287