Brian Leben, CFP®, PFS, CPA, MBA, CGMA

Welcome
Welcome!

Our firm offers a wide range of services to our individual and business clients. As a small firm, our clients benefit from quality, personalized service that is second to none. Financial success does not happen overnight, but through careful planning. Working closely with you and understanding your needs will help us map a strategy to plan for that success. We will assist you with all of your accounting needs while offering you high quality professional services at affordable prices. Lulloff, Leben & Taylor LLC provides a wide range of services to individuals and businesses in a variety of industries. Our goal is to help clients maintain financial viability in the near term while taking a proactive approach to accomplish future objectives.  Lulloff, Leben & Taylor CPA is dedicated to meeting those goals with high standards of excellence and professionalism.
About Our Company
About our company...

Lulloff, Leben & Taylor, LLC guides clients through a full range of accounting, tax, and planning decisions with strategies that maximize your cash flow by minimizing your tax liabilities, while keeping you on track to meet your financial goals. Our experience, expertise, analysis and thorough research allows us to optimize financial opportunities to be found in recently altered and existing tax laws. 

We offer Business, Personal, Estate/Trust, and Non-Profit Tax Preparation, full service Audit, Quickbooks, Succession Planning, Tax Planning. We also offer comprehensive personal and business financial planning & Wealth Management through our sister company Midwest Wealth Solutions, LLC.
Newsletters
  • Due Date Approaches for 2017 Federal Income Tax Returns
    Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a
  • Weathering the Storm: Are You Prepared?
    Severe weather can test even the most seasoned homeowners. And while storm hazards such as power outages, downed trees, and flooding can result in costly damage to your
  • College Saving: How Does a 529 Plan Compare to a Roth IRA?
    529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year later, in 1997,
  • How does working affect Social Security retirement benefits?
    If you're thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social
  • Will a government pension reduce my Social Security benefits?
    If you earned a government pension from a job not subject to Social Security tax withholding ("noncovered employment") and are also eligible for
    
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 IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of WI. No offers may be made or accepted from any resident outside the specific states referenced.