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Best Accountants in Waukesha, WI

Our Recommended Top 8

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 Waukesha Accountants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

22Reviewed

16Curated

8Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Waukesha, 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 handles various accounting tasks for clients in and around Waukesha. These include bookkeeping, payroll setup and management, accounts receivable and payable, and private equity fund accounting. The practice also assists in resolving tax controversies by representing individuals and businesses before the IRS. It deals with offers in compromise, CP2000 letter resolutions, audit defenses, and state debt settlements. George Dimov, the firm's owner and president, is fluent in Bulgarian and authorized to practice in 50 states.

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

Waukesha, WI

Expertise.com Rating

Why choose this provider?

Need help contacting a Accountant in Waukesha? 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.

414 Main Street, Mukwonago, WI 53149

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Shannon G. Roldan CPA, LLC specializes in individual and small business tax accounting. They've been serving Mukwonago for over 30 years, and they're the only father and daughter CPA firm in the area. Both Shannon G. Roldan and David H. Gilliland are licensed CPAs, and they personally handle the accounting and tax returns of every client. Tax returns are E-filed so clients receive their refund more quickly. They also provide monthly, quarterly, and annual accounting services, financial statement preparation, payroll tax reporting, sales tax preparation, and business startup consultation. The firm takes pride in their reasonable fees and prompt, friendly service.

N3869 Paradise Rd, Helenville, WI 53137

Expertise.com Rating

Review Sources

Google
5.0 (13)
Facebook
5.0 (1)

Why choose this provider?

Uncle Sam's Accounting caters to individuals and businesses in Waukesha and the surrounding areas. It offers a wide variety of services, including bookkeeping, financial statement preparation, monthly reconciliations, and payroll processing. In addition, it provides assistance with tax planning and preparation. Owner Sam Otto started his career in the accounting industry at the age of 14, working as a bookkeeper. He served in various industries, such as construction, clergy, and rental real estate.

1733 Manhattan Drive, Waukesha, WI 53186

Expertise.com Rating

Review Sources

Google
5.0 (27)
Facebook
5.0 (9)
Yelp
5.0 (2)

Why choose this provider?

Broesch & Co., SC is a full-service tax, accounting, and business consulting firm based in Waukesha. This second generation, family-run company been serving business owners, executives, and independent professionals throughout southeast Wisconsin since 1972. They strive to help clients reach their financial goals while ensuring they are compliant with state and federal laws. They offer businesses accounting services, payroll solutions, part-time CFO services, cash flow management, and other services to improve efficiency and profitability. Personal financial planning services are available to help individuals and families prepare for retirement, pay for college, and make smart investments. Broesch & Co. is committed to providing friendly and affordable service to every client.

N19 W24200 Riverwood Drive, Suite 145,, Waukesha, WI 53188

Expertise.com Rating

Review Sources

Google
4.6 (11)

Why choose this provider?

Riverwood Legal & Accounting Services, SC was founded in 2009 and serves Waukesha, Milwaukee, Jefferson, Dodge, Washington, Ozaukee, Racine, Walworth, and Rock counties. Their tax preparation services assist over 500 families each year, and they work with clients of any income level or net worth. The firm can help resolve tax disputes with the IRS and Wisconsin Department of Revenue, and they can prepare missing returns or amend previous returns. The firm's other practice areas include estate planning with wills, estate planning with trusts, probate and estate administration, planning for incapacity, special needs planning, and more. They work on a fixed fee basis.

Attorney Information

Attorney NameBar StatusExperience
Matthew Demark - PrincipalActive24 yrs

S30 W24784 West Sunset Drive, Waukesha, WI 53189

Expertise.com Rating

Review Sources

Google
3.9 (10)
Facebook
5.0 (4)

Why choose this provider?

Accounting Systems, based in Waukesha, is committed to helping business owners save time and money by providing affordable and reliable accounting, payroll, and tax preparation services. Their friendly and knowledgeable staff can even come to the client's location and use their computer to prevent any document or information from having to leave the business. They offer accounting and payroll services on a weekly, bi-weekly, monthly, or quarterly basis. Their team looks for ways to help businesses decrease their taxes and increase profitability. They also prepare personal and business income tax returns, and they offer free electronic filing and direct deposit.

1744 Blackhawk Trail, Waukesha, WI 53186

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

The office of Paul J. Schilling CPA, SC is located in Waukesha and provides accounting and tax services to small businesses and individuals. Over a 20 year career, Paul J. Schilling has worked with clients in a variety of industries, including physician offices, manufacturing, construction, engineering, real estate, and retail. The firm offers tax return preparation, general bookkeeping, payroll preparation, payroll tax reports, tax planning, consulting services, and more. Paul Schilling is also a QuickBooks ProAdvisor and has been working with the software for over 15 years. He can install and set up QuickBooks to meet the specific needs of small businesses and provide training for employees.

Compare our Top Accountants

NameExpertise RatingAddressPromotionsLearn more
Dimov Tax Specialists
Waukesha, WICall for quote
Shannon G. Roldan, CPA, LLC
414 Main Street, Mukwonago, WI 53149
Uncle Sam's Accounting
N3869 Paradise Rd, Helenville, WI 53137
Broesch & Co., S.C.
1733 Manhattan Drive, Waukesha, WI 53186
Riverwood Legal & Accounting Services, S.C.
N19 W24200 Riverwood Drive, Suite 145,, Waukesha, WI 53188
Accounting Systems Inc.
S30 W24784 West Sunset Drive, Waukesha, WI 53189
Paul J. Schilling C.P.A., S.C.
1744 Blackhawk Trail, Waukesha, WI 53186

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.