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 With a focus on providing clarity in the complex legal and tax landscape, we pride ourselves on delivering customized solutions that fit your needs.

Partner with us and discover why we’re your trusted advisors for your legal and tax matters. 
LEGAL SERVICES

LEGAL
SERVICES

Real Estate Transactions

Mergers & Acquisitions

Wealth & Estate Planning

Business & Corporate Law

TAX
SERVICES

Civil & Criminal Tax Litigation

Nonprofit and Tax Exemption

Tax Compliance & Tax Returns

Property Tax Assessment Disputes

Federal, State, International Income Tax

Image by Kellie Klumb
OUR VISION

WHY CHOOSE HEINZELMAN LAW & TAX?

Megan Heinzelman’s practice focuses on corporate law, mergers and acquisitions, real estate, tax planning and tax litigation. In addition to obtaining a Juris Doctorate, she holds a Master’s of Law in Tax from Northwestern Pritzker School of Law. Megan’s education provides her a solid understanding of the complexities of tax law and the specific skills needed to practice federal, state, and international tax law successfully.
 
Megan’s priority is client service. With each client, Megan is laser-focused on securing the best outcome and guiding her clients through a variety of matters. When clients are buying, selling or dividing businesses, she assists them with solutions to their needs. Megan helps with the formation and ongoing compliance for non-profit entities.

Years of experience and focused guidance allow us to provide our clients with practical advice & clarity in the legal and tax landscape.

ATTORNEYS

MEET MEGAN

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Megan routinely represents individuals and business owners in federal and state tax audits and administrative appeals.  She also has successfully represented clients in the Western and Eastern District Courts in Wisconsin, the Court of Appeals for the Seventh Circuit and the United States Tax Court.   Megan is frequently retained to serve as an expert witness on federal, state and international tax issues. She also has served as a Special Master to the court in litigation.

Prior to law school, Megan was a financial representative with Northwestern Mutual Financial Network. She held multiple securities and insurance licenses and helped families and businesses reach their financial goals and protect against losses. Her skillset is a convergence of legal, tax, financial, and insurance work, which affords her a unique perspective from which to creatively approach clients’ complex matters with exceptional client service. Megan was included on the Wisconsin Rising Stars list (2017-2018).
EDUCATION

 

  • Northwestern Pritzker School of Law, LL.M. (Tax) 2010

  • Marquette University Law School, J.D. 2008

  • Marquette University, B.S. Finance 2000​

BAR ADMISSIONS

 

  • Wisconsin

  • United States Tax Court

  • Western & Eastern Districts of Wisconsin 

  • Court of Appeals for the Seventh Circuit

CONTACT

CONTACT
US

10033 N. Port Washington Road,

Suite 275, Mequon, Wisconsin 53092

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