About Us

Wisconsin Financial Services is a family operated company, founded in 2008 for the purpose of helping taxpayers and business owners obtain the best possible tax resolution and preparation available, at reasonable prices.



Why Choose Us

We are fully aware that you have choices. We’re glad you do because competition is good for all of us. There are a number of reasons why we believe we are uniquely qualified and your best choice for your financial and insurance needs. We pride ourselves in the dedication we invest in each of our clients. The biggest thank you you can give us is to refer your friends and family to Wisconsin Financial Services for their financial and insurance needs.

Alicia B. Navarrete

Chairman & Chief Executive Officer

Got a Question?

Keep in touch



(608) 630-9007

Where We Are

4001 Nakoosa Trl, Ste 103 Madison, WI 53714


Our Essence

We understand the challenges faced today Our mission is to get to know and understand each clients needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

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