June 18, 2021
Welcome to Westen, Graff & Co.
Our online office brings tax and financial services directly into your home or business enabling you to more actively participate in your tax and financial management. We now offer three convenient ways for clients to engage us for tax preparation services:
1. In Person - Call us at (920) 388-0818 to schedule an appointment. Before your appointment, complete our client questionaire, gather your tax documents and bring both to your scheduled appointment.
2. Drop off - Complete our client questionaire, gather your tax documents and bring both to our office at any time. If you arrive before or after regular business hours, place your documents in an envelope and place in our secure mail slot located in our entry way.
3. Online - Complete our client questionaire, gather your tax documents and securely upload them to us using your client portal. If you don't have a client portal, click here to request one by email, and provide us with your name, phone number and email address.
If we did not prepare your prior year's tax return, include a copy of it with your current tax documents.