Small Office Solutions LLC

Income Tax Solutions

Planning and filing solutions for individuals and businesses.

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Financial Freedom

Helping you pursue your goals and dreams one step at a time.

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Business Financial Solutions

Providing custom solutions for building, growing, and refining your business including Profit First.

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SERVING BUSINESSES AND INDIVIDUALS SINCE 1998

Located in Brookfield, Wisconsin, we serve clients throughout the United States.

Small Office Solutions LLC provides tailored tax, accounting, and financial solutions to both individuals and businesses. We specialize in solutions for small service businesses, home-based businesses, residential real estate owners, and clergy. Striving to ease the burden of tax reporting and accounting for your personal records and your small business, we are your trusted financial advisor.

We love to see our clients succeed in business and their personal financial lives. We guide and direct you to personal and business financial freedom through budgeting, tax and business planning, and long term financial goals and dreams. Our solutions are customized to fit your specific needs.

SOS Online Account Access

Download Our App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure documents, access your tax and payroll information, request an appointment, receive helpful notifications, and more.

HD Vest Login

To register for online investment account access, please contact our office.

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WHERE DO YOU WANT YOUR FINANCIAL ROADMAP TO TAKE YOU?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At Small Office Solutions, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

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