WI Where’s My Refund -


IRS Refund Status -


Pay Federal Tax Balance Online -


Pay Wisconsin Tax Balance Online -


IRS Tax Tips -  


Register for Identity Protection PIN -


Employee Retention Credit (ERC Credit) -


Client check-in sheet (PDF)


Client check-in sheet (PDF Fillable)


Terms of Agreement (PDF)



Release of confidential information (PDF)




Is someone using your personal information to open accounts, make purchases, or get benefits? Report it at is the federal government’s one-stop resource for identity theft victims. The site provides streamlined checklists and sample letters to guide you through the recovery process



The US Government has created a new reporting requirement of Beneficial Ownership Information (BOI) within the Financial Crimes Enforcement Network (FinCen).  Many companies are required to report information to FinCEN about the individuals who ultimately own or control them. FinCEN began accepting reports on January 1, 2024.  Per AICPA and WICPA counsel, Breunig CPA, LLC cannot offer any advice, nor will we be able to assist in compliance with these new requirements.  Our only purpose is to make you aware of these new requirements.  Please see the attached brochure and use the website link below to access the brochure and additional information.  If you have further questions, we advise you to research it or consult with an attorney.

FinCEN Beneficial Ownership Brochure


Frequently Asked Questions (FinCEN Website)



Starting January 1st, 2020 all new hires and any current employee who would like to adjust their withholding will be required to fill out the new W-4 Employee Withholding Certificate and WT-4 Wisconsin Withholding Certificate. Those resources can be found below.


New Employee Packet (PDF)


2023 W-4 Employee Withholding Certificate (PDF)


2023 WT-4 Wisconsin Withholding (PDF)


IRS Tax Withholding Estimator


Employee Portal –





You filed your tax return, now what do you do with all that paperwork?


Federal law requires you to maintain copies of your tax returns and supporting documents for three years. This is known as the "three-year law" and leads many people to believe they're safe provided they retain their documents for this period of time.


However, if the IRS believes you have significantly underreported your income, it may go back six years in an audit. If there is any indication of fraud, or you do not file a return, no period of limitation exists.


Below is a summarized list of how long you should keep records. Please note that this list is not all-inclusive, and judgement should be used.



One Year

  • Purchase Orders

  • Correspondence with Customers & Vendors

  • Deposit Slips


Three Years

  • Employee Personnel Records (after termination)
  • Employment Applications
  • Time Cards for Employees
  • Petty Cash Vouchers
  • Internal Reports


Six Years

  • Canceled Checks
  • Bank Statements and Reconciliations
  • Payroll Records and Summaries
  • A/P and A/R Ledgers and Schedules
  • Employment Tax Records
  • Inventories of Products, Materials, and Supplies
  • Sales Records
  • Travel and Entertainment Records


Keep Forever

While federal guidelines do not require you to keep tax records "forever," in many cases there will be other reasons you'll want to retain these documents indefinitely

  • Audit Reports from CPAs/Accountants

  • Depreciation Schedules

  • Financial Statements (year-end)

  • Tax Returns and Worksheets

  • Corporate Documents (incorporation, by-laws, etc.)

  • IRS Revenue Agent Reports

  • Property Records



Three Years

  • Credit Card Statements

  • Medical Bills

  • Utility Records

  • Expired Insurance Policies


Six Years

  • Supporting Documents for Tax Returns
  • Wage Garnishments
  • Medical Bills (if tax-related)
  • Accident Claims


Keep Forever

  • Income Tax Returns

  • Income Tax Payment Checks/Receipts

  • Legal Records

  • CPA Audit Records

  • Property Records/Improvement Receipts


Special Circumstances

  • Pay Stubs (until reconciled with your W-2)
  • Car Records (keep until the car is sold)
  • Insurance Policies (keep for the life of the policy)

Breunig CPA, LLC