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.
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 $50,000 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.). Larger accounts qualify for lower fees according to the size of assets under management.