At Delta Tax, I make individual tax return filing straightforward, stress-free, and tailored to your unique needs in communities like Cedarburg and Jackson, WI. As an IRS Enrolled Agent with expertise in forensic accounting, I specialize in preparing accurate, tax returns for families, retirees, and freelancers. Whether you’re a young professional claiming home office deductions or a retiree managing Wisconsin property tax credits, I make sure your refunds are maximized. I also keep you compliant with federal and state regulations.
My “friendly style” service starts with a personalized consultation. My main goal is to understand your financial situation, including wages, investments, education expenses, or child tax credits. I handle everything from standard 1040 forms, which is also called an individual tax return, to complex filings involving rental income or self-employment. Using secure e-filing, I streamline the process, saving you time and reducing errors. Need year-round support? I offer tax planning to minimize future liabilities and audit protection for peace of mind. My deep knowledge of local tax nuances, like Ozaukee and Washington County property tax relief programs, means I uncover every deduction you’re eligible for.
I’m more than a number-cruncher—I’m your neighbor, proud to support Jackson’s rummage sales and Cedarburg’s festivals. My goal is to simplify tax season so you can focus on what matters, whether it’s hiking the Jackson Marsh or enjoying Strawberry Festival.
Ready to file your individual tax return with ease?
Contact me for a free consultation and let’s make your 2026 tax season a breeze.
Basic 1040
- W-2s (up to 4)
- Standard deduction
- Child Tax Credit
- EITC (if eligible)
- E-file + direct deposit
- PDF copy of return
Itemized 1040
- Everything in Basic
- Mortgage interest (1098)
- Property taxes
- Medical & charity
- Education credits
- Energy rebates
Complex 1040
- Everything in Itemized
- Rental income (Schedule E)
- Stock sales (1099-B)
- Crypto transactions
- Retirement distributions
- Prior-year amendments