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Lulloff, Leben & Taylor LLC

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Brookfield, WI
Lulloff, Leben & Taylor LLC

A CPA firm that keeps clients on track to meet their financial goals & business running smoothly.

At Lulloff, Leben & Taylor, LLC, we keep clients on track to meet their financial goals. Providing a full range of accounting, bookkeeping, tax, and financial planning services, we implement strategies to minimize your tax liabilities while keeping you on track to meet your financial goals. We offer business, personal, estate/trust, and non-profit tax preparation, full-service audits, Quickbooks, succession planning, and tax planning. We also provide comprehensive personal and business financial planning & wealth management through our sister company Midwest Wealth Solutions, LLC. WICPA, AICPA, CFP, NATP (National Association of Tax Professionals), WAA (Wisconsin Association of Accountants), NSA (National Society of Accountants).

11/01/2026

Fall Back One Hour, Move Your Books One Step Forward ⏰

Daylight Saving Time ends this weekend. Before heading to bed Saturday night, remember to set applicable clocks back one hour.

What could your business do with that “extra” hour?

- Reconcile an account
- Organize October receipts
- Review outstanding invoices
- Check year-to-date financial results
- Schedule a year-end tax-planning conversation
You don’t have to spend the entire hour on accounting but even 15 minutes can help make year-end a little smoother.

Choose one financial task to complete with your extra hour this weekend. Need help getting your books or tax plan back on track? Connect with LL&T.

In most areas observing Daylight Saving Time, clocks move back one hour at 2:00 a.m. local time on Sunday, November 1.

10/31/2026

Avoid These Bookkeeping Boos 👻

Some things are supposed to be scary. Your accounting records aren’t one of them.

Beware of these bookkeeping boos:

🎃 Mixing personal and business expenses
👻 Waiting until year-end to reconcile accounts
🕸️ Letting unpaid invoices gather cobwebs
🧟 Losing receipts for deductible purchases
🍬 Clicking suspicious “IRS” links in emails or texts

A little organization and caution can keep these accounting monsters under control.

Which bookkeeping boo haunts your business most? Pick one to tackle next week or ask LL&T to help make it less frightening.

10/30/2026

The 20-Minute Month-End Money Cleanup

Before October disappears, give your books a quick Friday cleanup.

Set a timer for 20 minutes and:

- Categorize uncoded transactions
- Save receipts from your email
- Reconcile one bank or credit-card account
- Review unpaid customer invoices
- Separate personal and business purchases
- Note any unusual October activity

Clean records support better tax planning, clearer financial reports and fewer year-end surprises.

Start the timer and complete as many items as you can. Comment “done” when your October cleanup is complete.

10/28/2026

Will Your Withholding Produce a Treat - or a Surprise?

Your tax withholding shouldn’t be something you review only after receiving a large bill or refund.

A withholding checkup may be especially helpful if you:

- Changed jobs
- Received a raise or bonus
- Added freelance or investment income
- Got married or divorced
- Welcomed a child
- Started receiving retirement income

There are still several pay periods left in 2026, which may provide an opportunity to make an adjustment before year-end.

Compare your latest pay stub with your current tax projection. If you’re unsure whether you’re on track, ask LL&T to help review the numbers. https://www.lltcpas.com/contact

10/26/2026

A new address can bring new opportunities and a surprisingly complicated tax situation.

Before moving to another state, consider:

- How your new state taxes income
- Whether your move establishes a new domicile
- How remote work could create filing obligations in multiple states
- Whether you’ll need part-year resident returns
- How retirement income, investments and capital gains will be treated

Simply buying a home in a lower-tax state may not end your tax obligations in your former state.

Where you spend your time and maintain your personal, financial and family connections can all matter.

Planning a move? Talk with LL&T before packing the last box. Early planning may help prevent residency disputes, filing complications and unexpected tax bills.

10/13/2026

🚨 Two Days Left: Extended 1040 Returns Are Due October 15!

The extension finish line is almost here.

Most taxpayers who timely requested an extension must file their 2025 Form 1040 by Thursday, October 15.

If LL&T is preparing your return, please send any remaining documents or requested information immediately. Missing items could delay completion and filing.

Remember: an extension provided additional time to file, not additional time to pay. If you expect to owe, filing promptly and paying as much as possible can help limit additional penalties and interest.

Check your email and document portal today. If LL&T has requested information, send it now or contact our team immediately with questions. https://www.lltcpas.com/contact

10/09/2026

Moving to Another State? Don’t Leave Tax Planning Behind!

A new address can bring new opportunities, and a surprisingly complicated tax situation.

Before moving to another state, consider:

- How your new state taxes income
- Whether your move establishes a new domicile
- How remote work could create filing obligations in multiple states
- Whether you’ll need part-year resident returns
- How retirement income, investments and capital gains will be treated

Simply buying a home in a lower-tax state may not end your tax obligations in your former state. Where you spend your time and maintain your personal, financial and family connections can all matter.

Planning a move? Talk with LL&T before packing the last box. Early planning may help prevent residency disputes, filing complications and unexpected tax bills.

10/07/2026

Paid family and medical leave may now provide more value to eligible employers.

Recent Treasury and IRS guidance addresses the expanded Employer Credit for Paid Family and Medical Leave. Beginning in 2026, qualifying employers may be able to claim a general business tax credit ranging from 12.5% to 25% for up to 12 weeks of qualifying leave.

Key changes include:

- The credit is now permanent.
- Employees may qualify after six months of service.
- Certain part-time employees working at least 20 hours per week may be included.
- Employers may calculate the credit using qualifying wages or paid-leave insurance premiums.
- Certain state- or locally mandated leave may count toward eligibility, although not toward calculating the federal credit.

The opportunity is promising, but eligibility, documentation and calculation requirements matter.

Does your business provide - or plan to introduce - paid family and medical leave?

Read our overview, then speak with LL&T about whether the expanded credit could apply to your organization: https://www.lltcpas.com/resources/quick-reads/treasury-irs-provide-guidance-on-paid-family-and-medical-leave-tax-credit

10/05/2026

Sales tax rules are changing and not just the rates.

The combined average U.S. sales tax rate has reached a 10-year high of 10.1881%. During the first half of 2026 alone, there were 463 combined sales tax rate changes and newly introduced rates.

At the same time, jurisdictions are reconsidering:

- Which products and services are taxable
- How digital transactions are treated
- Where businesses create tax obligations
- How quickly companies must respond to new rules

For businesses operating in multiple locations or selling services and digital products, sales tax is becoming an increasingly important part of strategic planning, not simply a filing-time task.

Is your sales tax process keeping pace?

Read our latest article to learn what rising rates and evolving rules could mean for your business: https://www.lltcpas.com/resources/quick-reads/rising-sales-tax-rates-signal-a-new-era-of-tax-volatility

10/04/2026

Helping Animals? Keep the Giving Records Too. 🐾

For World Animal Day, many people may choose to support a shelter, rescue or animal-welfare organization.

If charitable giving is part of your plans:

🐾 Confirm the organization’s tax-exempt status
🐾 Keep receipts and acknowledgment letters
🐾 Document noncash contributions
🐾 Avoid organizations requesting unusual payment methods
🐾 Remember that generosity and deductibility are not always the same thing

Support the causes you care about—and keep a clear paper trail while you do it.

Tag or name an animal-welfare organization doing meaningful work in your community.

Address

19575 Janacek Court Suite 104
Brookfield, WI
53045

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://lltcpas.com/

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