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2024

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Best Accountants in Appleton

Our Recommended Top 14

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

29

Reviewed

23

Curated

14

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
Appleton, WI
  • Business Tax Preparation
  • Small Business Taxes
  • Tax Advisory
  • Accounting
  • Bookkeeping
  • Catch Up Bookkeeping

Why choose this provider?

1-800Accountant comprises CPAs, tax professionals, and bookkeepers serving Appleton. It mainly caters to small businesses, reconciling their accounts, organizing transactions, and checking for tax compliance. It uses secure software to file W2, 940, and 941 payroll forms. The firm also addresses tax concerns all year round and arranges documents in preparation for possible audits. Having served more than 100,000 businesses, it is able to provide industry-specific services like tracking mileage, making investment projections, and maintaining tax exemptions for truckers, real estate agents, and non-profits, respectively.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free Business Tax Consultation

Website
Appleton, WI
  • Consulting
  • Individual Tax
  • Business Taxes
  • Audits
  • Accounting

Why choose this provider?

Dimov Tax Specialists is a full-service accounting firm that caters to people and businesses from Appleton. Its team helps clients manage and monitor their finances through its accounting solutions, which include bookkeeping, tax preparation, and payroll outsourcing. It also helps streamline finance-related processes by providing access to state and federal forms that a customer may need for their respective concerns. The firm's head is George Dimov, a CPA who has worked with numerous businesses and corporations throughout his 15-year career.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (304)
Facebook
5.0 / 5 (42)
Yelp
5.0 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

Website
1000 West College Avenue, Appleton, WI 54914

Why choose this provider?

Erickson & Associates, S.C., is a firm operating in Appleton. It offers a wide range of accounting services, including general ledger and financial statement preparation, system setup for new businesses, litigation support, personal financial statement solutions, and business tax return preparation. Moreover, its team helps individuals and businesses in a variety of situations, such as estate planning, IRS representation, and business entity selection. The firm is also an active member of the community, supporting the Appleton Noon Lion’s Club. They also have a location in Fond du Lac and have been operating since 1963.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)
Facebook
5.0 / 5 (4)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3033 West Spencer Street, Appleton, WI 54914

Why choose this provider?

Factswrite Accounting, LLC, based in Appleton, has been serving clients throughout the greater Fox Valley area since 1989. They take care of filing state and federal income tax, sales tax, franchise tax, and payroll taxes for businesses and individuals. The firm is owned and managed by Bob Dunkel, an Enrolled Agent licensed to represent taxpayers before the Internal Revenue Service. He has years of experience handling audits by the IRS and Wisconsin Department of Revenue. The firm also provides comprehensive bookkeeping, accounting, and payroll services for small businesses. They charge a flat monthly rate, so businesses know exactly what to budget. Factswrite Accounting, LLC offers a free consultation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
213 South Casaloma Drive, Appleton, WI 54914

Why choose this provider?

Integrity In Tax & Accounting, LLC is an Appleton-based accounting firm that primarily serves individuals and small businesses. Its scope of work focuses on year-round services that include tax preparation, tax representation, estate, and trust planning, and real estate consultations for individuals. Meanwhile, the firm's business accounting work involves tax preparations and payroll processing. Tina M. Kleckner is the lead accountant of the firm, and she is an enrolled agent for the IRS. This status allows her to assist clients with their IRS or state tax concerns.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.0 / 5 (9)
Facebook
5.0 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
103 West College Avenue, Appleton, WI 54911

Why choose this provider?

Wilson Financial is an accounting firm that provides financial services for clients in Appleton and nearby locations. The firm's owner and president, Tim Wilson, is a CPA who holds the Series 65 license and is capable of offering investing and general financial advice to clients. Wilson and his support staff assist in preparing and filing taxes, and the team uses the Intuit Link software for uploading documents electronically. Additionally, Wilson Financial delivers financial planning services to help individuals develop a road map of financial well-being.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.0 / 5 (10)
Facebook
5.0 / 5 (10)
Yelp
5.0 / 5 (1)

Website
915 West Whittier Drive, Appleton, WI 54914

Why choose this provider?

Anderson Business Assistance, LLC, is a company of accounting professionals and business consultants in Appleton that provides accounting and tax-related services to clients in the metro. The firm is headed by Jan Anderson, an IRS enrolled agent with over 20 years of experience. Some of her firm's services include small business accounting, tax preparations, small business start-ups, and business formations. Jan is also a QuickBooks ProAdvisor that offers training, setup, and implementation services to clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (127)
Google
3.0 / 5 (3)

Website
4211 North Lightning Drive, Appleton, WI 54913

Why choose this provider?

KerberRose has been serving clients from the Appleton metro and its surrounding communities since 1979. With over 180 staff members and offices, the company offers years of experience in the accounting and tax field. It provides personalized accounting services, including auditing, assurance, budgeting, accounting system setup, and development. Its accountants and consultants also assist with QuickBooks planning, design and implementation, payroll services, and tax planning for individuals and businesses. KerberRose is an independent member of PrimeGlobal.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2401 West Wisconsin Avenue, Appleton, WI 54914

Why choose this provider?

Fox Valley CPAs is an accounting firm that has been servicing Appleton since 1997. It offers a wide range of general accounting services including payroll reporting, monthly bookkeeping, on-site controller, and financial statement support. A variety of packages are available which involve assistance in tax returns. Moreover, the agency provides specialized services for startup businesses and conducts training involving accounting software. Its owner, Kristen L Voster, is a QuickBooks ProAdvisor who has more than 20 years of industry experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.9
Google
4.0 / 5 (37)
Facebook
4.0 / 5 (7)
Yelp
1.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3415 Commerce Court, Appleton, WI 54911

Why choose this provider?

Gloudeman CPA, LLC and Steve Hollmann SC CPA have years of experience serving clients throughout Oshkosh and Appleton. Both firms emphasize personal service and close attention to each client's individual needs. Chad Gloudeman offers a full range of accounting services, as well as tax planning and preparation for individuals, corporations, partnerships, limited liability companies, estates, and trusts. Steve Hollmann's services include accounting, payroll, general ledger maintenance, tax planning and preparation, estate planning, and more. He also specializes in daily money management for individuals with ailments or over the age of 65 who need help paying bills, keeping track of assets, and interfacing with other financial professionals.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
N7831 Edgewater Court, Sherwood, WI 54169

Why choose this provider?

Valley Accounting Solutions, LCC has an office in Sherwood and serves small businesses and individual clients. They perform accounting services on a monthly, quarterly, or yearly basis, and they support all major accounting programs, including QuickBooks and MasterBuilder. Their payroll services cover time card tabulations, withholdings of tax and benefit contributions, federal and state tax filings, issuance of checks, and preparation of all W-2 and 1099 forms. The firm also specializes in tax return preparation for individual taxpayers, and they've prepared and filed thousands of federal and state returns over the years. Their tax planning and forecasting services help individual and small business clients create long-term strategies to minimize their tax liability.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1400 South Clara Street, Appleton, WI 54915

Why choose this provider?

Accounting Unlimited, LLC provides bookkeeping, payroll, and tax preparation services for clients throughout Appleton, Neenah, Menasha, Oshkosh, Fon du Lac, Green Bay, and surrounding areas. Their bookkeeping services are customized to fit the specific needs of small businesses, and they can also provide a variety of data entry services at the client's office or offsite. Clients are given the option of hourly rates or a discounted monthly fee. Accounting Unlimited provides confidential tax preparation services for individuals and businesses. Free E-file is included with all tax preparations, and 1040EZ returns can be taken care of without a scheduled appointment.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (6)
Facebook
5.0 / 5 (4)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
851 Racine Street, Menasha, WI 54952

Why choose this provider?

A.C.E. CPA, LLC is based in Appleton and serves clients throughout the surrounding areas. A.C.E. stands for being an accountant, consultant, and expert, and they offer year-round services to ensure there are no unpleasant surprises at tax time. The firm is led by Genaro Cardaropoli, a certified public accountant with over 8 years of experience. His areas of expertise include foreign tax issues, tax collection issues, trusts and estates, salons, and real estate. In addition to tax return preparation, their services include business start-up consultation, QuickBooks setup, bookkeeping, year-end adjustments, and help with account reconciliations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.5 / 5 (8)
Facebook
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
N3989 Washington Avenue, Freedom, WI 54130

Why choose this provider?

Van Eperen Accounting, LLC has provided accounting, tax, payroll, and consulting services to individuals and businesses since 1987. Their office in Freedom is minutes away from Appleton, Green Bay, Kaukauna, Seymour, and the rest of the Fox River Valley. The firm has a friendly and highly experienced staff of tax professionals, tax preparers, bookkeepers, accountants, and software consultants. They handle individual, partnership, and corporate tax returns, and they can also take care of monthly, quarterly, and year-end payroll tax reports, including W-2 and 1099 forms. During tax season, from the start of the year until April 15, they offer Saturday and evening appointments.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • 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.

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