Best Accountants in Appleton

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A.C.E. CPA, LLC logo
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A.C.E. CPA, LLC

851 Racine Street, Menasha, WI 54952
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Business Description

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
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Detail
Accounting Unlimited, LLC logo
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Accounting Unlimited, LLC

1400 South Clara Street, Appleton, WI 54915
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Business Description

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
Anderson Business Assistance, LLC logo
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Anderson Business Assistance, LLC

915 West Whittier Drive, Appleton, WI 54914
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Business Description

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
Google
3.0 / 5 (3)
Erickson & Associates, S.C. logo
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Erickson & Associates, S.C.

1000 West College Avenue, Appleton, WI 54914
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Business Description

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
Facebook
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
Factswrite Accounting LLC logo
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Factswrite Accounting LLC

3033 West Spencer Street, Appleton, WI 54914
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Business Description

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

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
Fox Valley CPAs logo
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Fox Valley CPAs

2401 West Wisconsin Avenue, Appleton, WI 54914
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Business Description

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)

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
Gloudeman CPA, LLC and Steve Hollmann SC CPA logo
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Gloudeman CPA, LLC and Steve Hollmann SC CPA

3415 Commerce Court, Appleton, WI 54911
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Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Integrity In Tax & Accounting, LLC logo
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Integrity In Tax & Accounting, LLC

213 South Casaloma Drive, Appleton, WI 54914
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Business Description

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
KerberRose logo
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KerberRose

4211 North Lightning Drive, Appleton, WI 54913
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Business Description

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
Kostecke CPA logo
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Kostecke CPA

4650 West Spencer Street, Appleton, WI 54914
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Business Description

Kostecke CPA, located in Appleton, specializes in small business accounting, business startup planning, and tax preparation services. Jann Kostecke has years of public accounting and private industry experience, and she is happy to go to the client's business location to provide onsite service. The firm's accounting services include reconciling accounts, preparing payroll and property tax filings, financial statement compilation, QuickBooks implementation, and more. They also have extensive experience helping clients develop a business plan and present it to banks and other investors. Kostecke CPA prepares tax returns for individuals, corporations, non-profits, and trusts. They're available year-round to respond to IRS issues or changing tax situations.

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 (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
Spurlock Runyan Miller & Associates, LLP logo
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Spurlock Runyan Miller & Associates, LLP

N3989 Washington Avenue, Freedom, WI 54130
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Business Description

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
Valley Accounting Solutions, LLC logo
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Valley Accounting Solutions, LLC

N7831 Edgewater Court, Sherwood, WI 54169
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Business Description

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
Wilson Financial logo
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Wilson Financial

103 West College Avenue, Appleton, WI 54911
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Business Description

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)
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Frequently Asked Questions

Is getting a CPA worth it?

If you’re interested in a career in accounting, it’s worthwhile to get a CPA. It opens opportunities to earn higher wages and offers a wider variety of accounting jobs, so you can choose the type of accounting you want to do.

What does it take to be a certified public accountant?

According to the American Institute of CPAs, requirements for becoming a CPA vary by state. Each state requires education, passing the Uniform CPA exam, and some amount of experience before issuing the certification. A minimum of a bachelor’s degree or 150 semester hours is typically required before taking the certification exam.

Do I need a CPA to be an accountant?

You don't have to earn a CPA to be an accountant, however, getting your CPA opens opportunities to earn higher wages in this field. Many companies, especially larger ones and government agencies, require at least a four-year degree and CPA when hiring accountants.

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