How It Works
1. Request an appointment
Fill out the short form below and choose Zoom or another video call, or a phone call if you prefer.
2. Meet by video
We go over your situation together on a video call, so you never need to drive anywhere.
3. We prepare and e-file
Your return is prepared with care and e-filed through our IRS e-file authorization. You review it before it goes out.
About Tax Prep
Tax Prep by Curiosity Ventures LLC prepares individual, family, and small-business tax returns and helps you understand them. We believe a tax return should never be a mystery.
Along with preparing your return, we take time to explain what is on it and why: how your refund or balance due was figured, which documents matter, and how life changes such as marriage, a new dependent, or self-employment affect your taxes. Our goal is that next year feels easier than this one.
Tax Services
Tax Preparation
- Individual and family returns, including joint returns
- Self-employed and small-business returns [IRS source]
- Prior-year and amended returns
- Secure IRS e-file [IRS source]
- Tax education by video: understand your return and get organized for next year
ADD-ON
Tax Advising
For independent contractors, small businesses, and families
- Lowering your tax rate by putting more into retirement savings (401(k), IRA, or a self-employed plan) [Self-employed plans] [2026 limits]
- Funding a child’s college savings program and how it fits your tax picture [Pub. 970]
- Estimated-tax planning, so quarterly payments are not a surprise [IRS source]
- Deduction and expense review: mileage, home office, supplies, equipment [Pub. 463]
- Record-keeping setup that makes next tax season faster [IRS source]
- Year-round check-ins as your income changes
EDUCATION
Using Retirement Funds to Start a Business (ROBS)
Learn how a Rollover as Business Startup (ROBS) works: how some owners roll an existing 401(k) into funding for their own business without early-withdrawal taxes or penalties when it is set up correctly, what the rules and risks are, and what to ask before deciding. [IRS source: ROBS]
This is education only. ROBS decisions are made with your attorney, tax professional, and a qualified ROBS administrator, and we will connect you with the right ones.
Every [IRS source] link opens an official IRS.gov page so you can double-check the information yourself.
Advising and education sessions are separate from return preparation. We will confirm the fee with you before any work begins.
Ask About Tax AdvisingExplore Curiosity Ventures Business Development
Starting a Business? Know What Helps
NEW BUSINESS OWNERS
First-Year Start-Up Deductions
A new business can elect to deduct up to $5,000 of start-up costs and up to $5,000 of organizational costs, which can add up to $10,000 in the first year. Each amount shrinks once total costs pass $50,000, and any remaining costs are spread out over time. [IRS source: Pub. 583]
This applies to qualifying costs you actually paid, not a flat write-off, and organizational costs depend on how your business is structured. We will help you work out what qualifies.
YOUNG ENTREPRENEURS
Starting Young in Wisconsin
Wisconsin law bars cities, villages, towns and counties from requiring a license, permit or fee for an occasional stand run by someone under 18, such as a lemonade or craft stand, when it sells goods (not potentially hazardous food) directly to consumers on private property with the owner’s permission. [Wis. Stat. 66.0416]
Separately, Wisconsin college and technical students age 18 or older can have the $130 LLC filing fee waived when forming a student-run LLC. [WI DFI]
Money a young person earns from a business can still need to be reported on a tax return. We can walk families through it.
Links open the official source so you can double-check. This is general education, not legal advice.
What to Have Ready for Your Appointment
- Photo ID for you (and your spouse, if filing jointly)
- W-2s, 1099s, and any other income statements
- Last year’s return, if you have it
- Information on dependents, deductions, and credits
We will confirm the fee with you before any work begins. Please do not send Social Security numbers, bank details, or tax documents through the form below; we will arrange a secure way to share them after we connect.
Book or Request an Appointment
Appointments are 30 minutes by Google Meet video, weekdays 10 am to 8 pm Central, and you receive a calendar invitation. Prefer to tell us a bit first? Use the form below, or write to taxprep@curiosityventuresllc.com.
Turning Curiosity Into Opportunity