Expertise.com Homepage

2024

Last updated:

Best Accountants in Milwaukee, WI

Our Recommended Top 19

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Milwaukee Accountants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

144Reviewed

94Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Milwaukee, WI

Expertise.com Rating

Review Sources

Google
5.0 (304)
Facebook
5.0 (42)
Yelp
5.0 (9)

Why choose this provider?

Dimov Tax Specialists responds to the financial concerns of businesses and individuals in and around Milwaukee. The agency provides various accounting and taxation services, including bookkeeping, financial statement audits, annual and quarterly tax filings, state and local tax compliance, and publication of partners' capital statements. Its certified public accountants and enrolled agents perform accounting tasks, like payroll and HR outsourcing, to S-corps, partnerships, and limited liability corporations. They have accomplished projects across the real estate, financial, and transportation industries.

  • Individual Tax
  • Consulting
  • Audits
  • Business Taxes
  • Accounting

Milwaukee, WI

Expertise.com Rating

Why choose this provider?

Need help contacting a Accountant in Milwaukee? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

6101 West Vliet Street, Wauwatosa, WI 53213

Expertise.com Rating

Review Sources

Google
4.3 (4)

Why choose this provider?

BPA & Associates, LLC helps Milwaukee businesses and professionals comply with tax and accounting regulations. Established in 1997, the firm offers custom services and adopts a family-like approach towards its clients. Its accountants conduct monthly financial data compilation, handle payroll reports, and prepare and file income tax returns for non-profits, partnerships, corporations, and individuals. They also provide solutions for various tax issues. BPA & Associates, LLC, also assists entrepreneurs in start-ups. It handles business plan preparation and state and federal compliance.

735 North Water Street, Milwaukee, WI 53202

Expertise.com Rating

Review Sources

Yelp
5.0 (1)

Why choose this provider?

KKCPA, S.C., is a Milwaukee-based CPA firm that assists individuals and small to mid-sized companies with a host of tax and accounting matters. KKCPA's founder, Karl E. Klein, CPA, started the firm after graduating from Marquette University in 1982. Karl specializes in business planning and tax strategies. He leads an impressive staff of CPA's and other accounting professionals. KKCPA's many services include tax preparation and planning, business consulting, on-site CFO and accountant services, government filings, payroll services, QuickBooks training, audits, reviews, and compilations. The firm also offers a wide range of ancillary services, such as business valuation, succession planning, expert witness services, and more. KKCPA's clients rate the firm highly for providing top-notch service.

10915 West Lincoln Avenue, West Allis, WI 53227

Expertise.com Rating

Review Sources

Google
4.6 (11)
Facebook
5.0 (5)
Yelp
5.0 (1)

Why choose this provider?

RDK Tax & Accounting is based in Milwaukee and serves both individuals and businesses of all kinds, from startups to experienced corporations. The firm advises its customers on preparing tax forms for deadlines, planning yearly expenses, and examining possible returns. It also helps them with IRS and state tax issues like delinquent taxes, levies, and amended returns. RDK can process payroll and insurance paperwork for its commercial clients, coordinating with HR staff members and compiling financial statements.

759 North Milwaukee Street, Milwaukee, WI 53202

Expertise.com Rating

Review Sources

Google
5.0 (7)
Yelp
5.0 (3)

Why choose this provider?

Affinity Accounting is a firm that offers a full range of accounting services for individuals and businesses in Milwaukee. Victoria Haas, who founded the firm in 2013, has more than 14 years of industry experience. Her specialties include outsourced accounting, tax planning and preparation, and financial forecasting. The firm can assist customers with cloud-based bookkeeping, cash flow planning and budgeting, and federal and state tax preparation. It also provides business advisory services for small business owners.

330 East Kilbourn Avenue, Milwaukee, WI 53202

Expertise.com Rating

Why choose this provider?

Since 1957, RitzHolman CPAs has been catering to the accounting needs of individuals, businesses, trusts, and non-profit organizations in Milwaukee and nearby communities. The company provides a wide array of accounting solutions, specializing in tax services, audits, compilations, tax reviews, accounting and bookkeeping, and management advisory services. It also has an extensive network of insurance, legal, and investment management professionals that can offer additional help to its clients. The company takes pride in its commitment to having a diverse, enjoyable, and considerate workforce.

5150 North Port Washington Road, Glendale, WI 53217

Expertise.com Rating

Review Sources

Facebook
5.0 (1)

Why choose this provider?

With several Certified Public Accountants on staff, Frank & Frank, LLP, provides expert business consulting, tax management, and financial services to individuals and businesses in Glendale, Wisconsin. The firm's accounting services include preparation of general ledgers and financial statements, bookkeeping, reviews and compilations, accounting software support, cash flow analysis and budgeting, and tax preparation. In addition to tax preparation, Frank & Frank assists its clients with year-long tax planning designed to decrease tax exposure and increase cash flow and profitability. Furthermore, the firm consults businesses on a wide range of issues from entity selection and restructuring to mergers and acquisitions. It assists in transaction negotiations and succession planning.

3496 North Oakland Avenue, Milwaukee, WI 53211

Expertise.com Rating

Review Sources

Google
4.3 (27)

Why choose this provider?

Tennessen Accounting & Tax Service, Inc., has been serving the Milwaukee community since 1968. The firm provides tax preparation and accounting services for individuals and local businesses such as hair salons, retail stores, manufacturers, and service professionals. Its staff prepares financial statements, manages bookkeeping, and runs payroll for its clients. In addition, they provide businesses with accounting software solutions, financial analysis, and business consultations. Tennessen Accounting & Tax Service is a member of the NATP.

2581 South Kinnickinnic Avenue, Milwaukee, WI 53207

Expertise.com Rating

Review Sources

Yelp
4.5 (8)

Why choose this provider?

Nelson Tax Accounting, Ltd. is a full-service accounting firm serving in the same Milwaukee location for over 30 years. This family-operated firm offers payroll, tax services, financial planning, and accounting services for individuals, executives, independent contractors, estates, and small to mid-sized businesses. It also provides Quickbook setup and training services. Its tax preparers are well-versed in the Affordable Care Act (aka Obamacare). They spent years studying the act and currently train other tax preparers about its rules and provisions.

3216 South 92nd Street, Milwaukee, WI 53227

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

DWT Tax & Accounting, Inc. is a Milwaukee-based certified public accounting firm that provides assistance to individuals and businesses in and around the city. Services of this firm include tax planning and preparation, accounting and bookkeeping, and financial documentation that support incorporation efforts. Its team of accountants is trained using QuickBooks and can help solve problems with the IRS. On top of consumer and commercial services, DWT Tax & Accounting supports law firms and real estate businesses.

2745 North Doctor Martin Luther King Junior Drive, Milwaukee, WI 53212

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Sidekick Accounting Services is a firm owned and operated by Megan Schwan servicing the Milwaukee community. Schwan started her career in accounting at the age of 15 and she now has 15 years of industry experience. The firm offers a wide range of accounting service packages for businesses such as bookkeeping and business setup. Tax services are also available for planning and preparation. Schwan has partnered with various local chambers over the years including StartUp Wisconsin and the National Association of the Remodeling Industry.

9520 West Langlade Street, Milwaukee, WI 53225

Expertise.com Rating

Review Sources

Yelp
5.0 (22)

Why choose this provider?

Thomas Weber Accountant – Financial Consultants is a family-owned accounting firm based in Milwaukee. Thomas “Tom” Weber is a CPA with four decades of experience in business consulting and accounting and multiple degrees from the University of Wisconsin. His wife, Irene Weber, assists him in the office, and his grandchildren, Katrina and Kyle Kuyper, have studied accounting and are preparing to take over the family practice in the future. Tom specializes in startup financing assistance, tax and financial statement preparation, business expansions, and estate planning. He also offers small business accounting, consulting, business plan preparation, income tax preparation and planning, portfolio management, and more. Clients speak highly of Tom's integrity, intelligence, and accuracy.

5911 West Vliet Street, Milwaukee, WI 53208

Expertise.com Rating

Review Sources

Facebook
5.0 (10)

Why choose this provider?

Sharon L. Murphy, EA, founded her Milwaukee-based firm, Murphy Financial Services, Inc., in 1980. Sharon is an Internal Revenue Service Enrolled Agent, federally licensed to represent taxpayers before the IRS in a variety of matters. She has a Bachelor of Business Administration degree in accounting and offers an extensive range of financial and tax-related services to individuals and small businesses. Sharon strives to provide her clients with customized assistance that will maximize their economic resources. She offers tax planning and preparation, as well as comprehensive small business accounting services. These services include payroll management, QuickBooks training, troubleshooting, business startup consulting, compilation reports, and many more.

6900 West Lincoln Avenue, West Allis, WI 53219

Expertise.com Rating

Why choose this provider?

H&F Accounting & Tax Service, Inc., is an accounting firm in West Allis that also serves businesses in the Milwaukee area. Its accountants are dedicated to the firm's mission, which is to drive success, establish long-term relationships, and provide outstanding services. At H&F Accounting & Tax Service, sole proprietors, business partners, and corporations can seek assistance in preparing tax returns and processing payroll forms. They can also take advantage of H&F's monthly, quarterly, and annual accounting services.

731 North Jackson Street, Milwaukee, WI 53202

Expertise.com Rating

Why choose this provider?

Thomas F. Roepsch, CPA, serves clients in Milwaukee and the surrounding communities. He helps customers manage their finances by providing them with a wide range of services. These include estate planning, personal financial planning, tax preparation and planning, payroll, bank financing, and cashflow management. He also handles small business accounting jobs. Roepsch assists organizations in reconciling their bank accounts, generating balance sheets and income statements, and cleaning their general ledger. He is a member of the Wisconsin Institute of Certified Public Accountants.

10400 W. Innovation Dr. Ste 301, Wauwatosa, WI 53226

Expertise.com Rating

Review Sources

Google
5.0 (7)

Why choose this provider?

Schumacher Sama is a full-service accounting firm servicing the Milwaukee community since 1960. It offers a wide range of accounting, tax, and business advisory services to individuals and businesses. Audit and assurance services are also available for various clients, including private companies, school districts, and nonprofits. Its team of experts receives ongoing education seminars, programs, and conferences to keep up-to-date with industry trends. The company is a member of both the American Institute of Certified Public Accountants and the Wisconsin Institute of Certified Public Accountants.

10000 West Innovation Drive, Wauwatosa, WI 53226

Expertise.com Rating

Review Sources

Facebook
4.9 (27)

Why choose this provider?

Wipfli is a firm that specializes in accounting, consulting, and tax services. Serving clients in Milwaukee, Wipfli's team of accountants caters to an array of industries including cost segregation, research and development, risk advisory, litigation and valuation, state and local tax, healthcare, and cybersecurity. In its many years of being in the accounting business, the company has received numerous awards such as being ranked eighth on Milwaukee Business Journal's Largest Milwaukee-area accounting firm list.

11414 West Park Place, Milwaukee, WI 53224

Expertise.com Rating

Review Sources

Google
5.0 (47)

Why choose this provider?

My Online Accountant is a real estate-centric accounting firm that assists with the accounting and tax needs of real estate investors. It has been helping its clients with bookkeeping, tax preparation, and payroll services since 2013. Additionally, its accountants are QuickBooks Online Certified ProAdvisors. The firm also makes use of an advanced and secure online platform to improve client experience and allow them to relay their concerns from the comfort of their homes. It serves the area of Milwaukee and other locations throughout the country.

Compare our Top Accountants

NameExpertise RatingAddressPromotionsLearn more
Dimov Tax Specialists
Milwaukee, WICall for quote
BPA & Associates, LLC
6101 West Vliet Street, Wauwatosa, WI 53213
Karl Klein
735 North Water Street, Milwaukee, WI 53202
RDK Tax & Accounting
10915 West Lincoln Avenue, West Allis, WI 53227
Affinity Accounting
759 North Milwaukee Street, Milwaukee, WI 53202
RitzHolman CPAs
330 East Kilbourn Avenue, Milwaukee, WI 53202
Frank & Frank LLP
5150 North Port Washington Road, Glendale, WI 53217
Tennessen Accounting &Tax Service, Inc.
3496 North Oakland Avenue, Milwaukee, WI 53211
Nelson Tax Accounting, Ltd
2581 South Kinnickinnic Avenue, Milwaukee, WI 53207
DWT Tax & Accounting, Inc. - Milwaukee
3216 South 92nd Street, Milwaukee, WI 53227
Sidekick Accounting Services
2745 North Doctor Martin Luther King Junior Drive, Milwaukee, WI 53212
Thomas Weber Accounting & Financial Services
9520 West Langlade Street, Milwaukee, WI 53225
Murphy Financial Services, Inc.
5911 West Vliet Street, Milwaukee, WI 53208
H&F Accounting & Tax Service Inc
6900 West Lincoln Avenue, West Allis, WI 53219
Thomas F. Roepsch, CPA
731 North Jackson Street, Milwaukee, WI 53202
Schumacher Sama
10400 W. Innovation Dr. Ste 301, Wauwatosa, WI 53226
Wipfli - Milwaukee
10000 West Innovation Drive, Wauwatosa, WI 53226
My Online Accountant
11414 West Park Place, Milwaukee, WI 53224

FAQs

  • Introduction

    Four main types of accountants are available to serve the accounting needs of individuals, large organizations, small businesses, and government agencies. These types of accounting include corporate, forensic, government, and public.

    • Corporate accountants maintain and file financial information for corporations. The focus is on keeping the corporation in legal compliance with tax laws and financial reporting requirements.
    • Forensic accountants gather and recreate financial data that isn’t readily available. These accountants might do that as part of a criminal investigation or if key financial information has been lost and needs to be recovered for legal reasons.
    • Government accountants work for government agencies, such as the IRS or a state tax department. They might also be found working in government offices in positions such as city treasurer or county auditor.
    • Public accountants are the accountants most likely to work with individuals or smaller businesses. These accountants manage financial statements, file tax returns, and record financial transactions. Preparing and filing tax returns are tasks these accountants might do for individuals. For companies, these accountants might handle payroll or bookkeeping besides preparing tax information for reporting purposes.

  • What does an accountant do?

    Accountants maintain financial records and interpret financial information. An accountant at one firm might maintain financial ledgers, while another might take on payroll management duties. Accountants can also specialize in specific areas, such as tax codes.

  • What is the difference between an accountant and a CPA?

    Accountants and CPAs handle many of the same accounting tasks. However, a CPA is an accountant who has passed a state exam to become a certified public accountant. A CPA is typically more trusted in an advisory position when in a business setting.

  • Does everyone need an accountant?

    Most individuals don’t need to hire an accountant, except for when tax season arrives. A small business owner is more likely to need an accountant than an individual because business owners have more complex record-keeping requirements.

  • What does a forensic accountant do?

    Forensic accountants use generally accepted accounting principles (GAAP) to investigate and solve financial mysteries that are typically related to uncovering or resolving suspected criminal activity, such as embezzling. These accountants may work for individuals, businesses, and government agencies.

  • What does a payroll accountant do?

    Processing payroll and employee benefits are key roles of payroll accountants. Some other duties performed by payroll accountants include using software and handling financial statements. These professionals might also analyze financial ledgers, prepare and present reports to management, and advise regarding investment opportunities.

  • Do I need an accounting major to become an accountant?

    You can work as an accountant without majoring in it. However, earning a degree and becoming a CPA offers more earning potential. According to the Bureau of Labor Statistics, certified public accountants who have received at least a bachelor’s degree earn a median annual wage of $73,560.