DeRemer Agency

DeRemer Agency We help our clients identify and reach their financial goals by analyzing three important financial

At the DeRemer Agency we build relationships with our clients that last a lifetime. Over the past 30 years of service, we have worked with families that span 3 generations. Our philosophy is to create a working partnership by listening to your goals, analyzing your needs, creating a sound financial plan, implementing that plan, and monitoring that plan on a regular basis. Because of our ever chang

ing lives and the investment world, sometimes we cannot simply set it and forget it, many times changes need to be made.

05/25/2022
It's that time of year again!Let us help you with your 2021 taxes! Give us a call to set up an appointment, or a time to...
01/24/2022

It's that time of year again!
Let us help you with your 2021 taxes!
Give us a call to set up an appointment, or a time to drop off your taxes.
DeRemer Agency 262-549-1650

08/03/2021

Not sure if your family qualifies for the expanded child tax credits that will start going out next month? The IRS now has a new online tool that allows taxpayers to check their eligibility.

TAX DEADLINE EXTENDED TO MAY 17TH FOR 2020 TAX RETURNS
03/20/2021

TAX DEADLINE EXTENDED TO MAY 17TH FOR 2020 TAX RETURNS

IR-2021-59, March 17, 2021 — The Treasury Department and Internal Revenue Service announced today that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to May 17, 2021.

Up to $300 deduction for cash donations this year even if you use standard deduction.
01/26/2021

Up to $300 deduction for cash donations this year even if you use standard deduction.

IR-2020-264, November 25, 2020 — The Internal Revenue Service today reminded taxpayers of a special new provision that will allow more people to easily deduct up to $300 in donations to qualifying charities this year.

For those that haven't heard yet, tax E-Filing was pushed back to Feb. 12th as a start date this year.
01/25/2021

For those that haven't heard yet, tax E-Filing was pushed back to Feb. 12th as a start date this year.

IR-2021-16, January 15, 2021 — The Internal Revenue Service announced that the nation's tax season will start on Friday, February 12, 2021, when the tax agency will begin accepting and processing 2020 tax year returns.

A good quick article on the 2nd stimulus package!
01/15/2021

A good quick article on the 2nd stimulus package!

If you're missing a stimulus check, you can claim it as a credit on your upcoming tax return. But that doesn't necessarily mean you will get a bigger refund.

01/07/2021

Most Americans don't have an estate plan. But there are things you can do to protect your assets without breaking the bank.

We help many of our clients rollover their old 401(k's). Give us a call if you have a 401(k) from a previous employer a...
01/06/2021

We help many of our clients rollover their old 401(k's).
Give us a call if you have a 401(k) from a previous employer and we can help you roll it over into something that better fits your financial plan.
DeRemer Agency
262-549-1650

There are some rules and situations to be aware of before you roll over your workplace plan assets to an IRA.

01/04/2021

A coronavirus aid deal lawmakers struck on Sunday will extend the national eviction ban through January and includes $25 billion in rental assistance.

Address

W240N1221 Pewaukee Road
Waukesha, WI
53188

Opening Hours

Monday 8:30am - 6:30pm
Tuesday 8:30am - 6:30pm
Wednesday 8:30am - 6:30pm
Thursday 8:30am - 6:30pm
Friday 8:30am - 6:30pm
Saturday 9am - 12pm

Telephone

(262) 549-1650

Website

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