Expertise.com
Get Listed

Best Tax Services in Madison

2023

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Tax Services FAQs 〉

Last updated:

Website
402 West Shore Dr, Madison, WI 53715
  • IRS Relief

Why choose this provider?

Felhofer CPA SC assists individuals and businesses in Madison with their tax preparation and accounting needs. Its team of accountants and tax preparers assists clients in legally reducing their tax liabilities. It also relieves operational workload by helping clients file taxes, process non-filed tax returns, and pay for back taxes owed. In addition, the company helps clients resolve payroll tax issues. Other services include managing organizations' payroll processes and providing assistance with accounting software such as Quickbooks and Xero.

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
2817 Fish Hatchery Rd., Fitchburg, WI 53713
  • Preparation & Planning

Why choose this provider?

Kane CPA offers financial and tax planning services to clients in Madison and the surrounding areas. It provides tax preparation for corporations, partnerships, and individuals, as well as sales tax filings, annual and semi-annual tax planning, and payroll tax submission. It also renders solutions such as general business consulting, bank account reconciliation, KPI analysis, and credit card tracking. The company's owner, Brendon Kane, has experience working with individuals with high net worth and businesses in small and large sizes.

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

Website
716 Water St, Sauk City, WI 53583
  • Preparation & Planning

Why choose this provider?

Confidential Accounting & Tax Service is an independently owned firm that assists individuals, businesses, and farm owners in Madison and nearby areas. It offers tax return preparation assistance to help clients maximize benefits and save money. It handles year-round accounting with consultations for business needs. The firm also provides payroll solutions. It has been in the business since 1994. Its team is headed by Amy Bible, a QuickBooks ProAdvisor and a member of the National Association of Tax Professionals.

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.
4.8
Facebook
5.0 / 5 (13)
Google
4.6 / 5 (8)

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
5936 Seminole Center Ct Ste 105, Madison, WI 53711
  • Preparation & Planning
  • Business Accounting

Why choose this provider?

KBK CPA is a full-service firm assisting businesses and individuals in Madison. It provides tax services to clients, such as preparation and planning, helping them with compliance while maximizing their post-tax income. Its team also discreetly helps clients resolve their tax issues. In addition, the firm offers payroll solutions and accounting services such as bank account reconciliation and income statement generation. Its website has free financial calculators to help visitors with tax-related estimates, such as tax refunds and capital gains tax.

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 (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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
100 W. Dean Ave, Monona, WI 53716
  • Preparation & Planning

Why choose this provider?

Mary J. Himsel-DeGroot, CPA, is an accounting firm that serves the Madison metro. It provides a variety of tax services for individuals and business entities. Its staff prepares forms, records all figures and calculations, and files tax returns electronically. Its tax planning strategies include splitting income among family members and legal entities and eliminating tax liability through tax-advantaged investment vehicles. It also handles bookkeeping and payroll processing. Founder Mary Himsel-DeGroot has more than two decades of experience in public accounting.

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 (6)
Google
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
Madison, WI 53711

Why choose this provider?

Grobe & Associates CPAs, LLC has served individuals, small businesses, and medium-sized businesses for more than 35 years. The professionals here are experts in tax preparation, tax planning, and tax problems -- using specialized software and creative solutions to help their clients save money. It also provides a comprehensive range of accounting and consulting services -- including payroll services, estate planning, and QuickBooks setup and training. The firm is a member of the Wisconsin Institute of Certified Public Accountants, the American Institute of Certified Public Accountants, and the International Association of Consultants, Valuators and Analysts. Its offices can be found on Kessel Court in Madison. Free initial consultations are available.

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.
4.3
Facebook
4.3 / 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
Middleton, WI 53562

Why choose this provider?

David F. Grams & Associates, S.C. serves clients in the Madison area and in Western and Central Wisconsin. It specializes in personal financial planning, estate planning, tax, business finances, legal advice, and more. David F. Grahams is both an attorney and a certified public accountant, and the attorneys at his firm have more than three-quarters of a century of combined professional experience. The firm is accredited with the Better Business Bureau and The Christian Business Directory. Clients can expect a free initial 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.
4.3
Google
4.3 / 5 (24)

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
Middleton, WI 53562

Why choose this provider?

Maier CPA LLC has more than 15 years of tax and accounting expertise. Robert J. Maier is an expert in tax planning, tax preparation, and small business consulting; he specializes in helping individuals and small businesses in the service industries. He is a member of the Wisconsin Institute of Certified Public Accountants and the American Institute of Certified Public Accountants. His clients report a high level of skill and professionalism, and they speak especially highly of the quality of his advice and insight.

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 (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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
3220 Syene Road, Suite 201, Madison, WI 53713
  • Preparation & Planning
  • Business Accounting

Why choose this provider?

Loughrin Accounting, S.C., serves individuals and businesses in the city of Madison. It is a locally owned firm that responds to clients who need assistance with their tax concerns. Its team offers tax preparation and planning and IRS relief. In addition, the firm provides elder care, QuickBooks, and business services. Peter C. Loughrin, the owner, has been a CPA for more than four decades. He is a member of the American Institute of Certified Public Accountants.

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 (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
Middleton, WI 53562

Why choose this provider?

Meicher CPAs has more than 35 years of experience serving small businesses. It has more than 4,000 clients, with whom it has a reputation for professionalism and attention to detail. It specializes in tax planning, tax preparation, accounting, audit, business advisory, and business valuation.

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 (16)
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
N449 Deansville Road, Columbus, WI 53925
  • Consulting

Why choose this provider?

Schulze Bookkeeping and Tax Services assists clients in achieving their financial objectives throughout Madison and the surrounding communities. The firm's team of professionals offers tax preparation and planning solutions for individuals, partnerships, corporate entities, and limited liability companies. The business also provides various accounting services, including bookkeeping, personal financial statement preparation, retirement planning, and payroll processing. In addition, clients can request extra services. The firm has been in business since 1983. Schulze Bookkeeping prioritizes customer satisfaction.

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 (3)
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

Website
2923 Marketplace Drive Suite 200, Madison, WI 53719
  • Preparation & Planning

Why choose this provider?

Vanden Heuvel & Associates CPAs, LLC serves individuals, businesses, and executives in Madison and nearby locations. It has been helping clients with their tax and accounting needs since 1996. It offers a variety of tax services, including tax preparation and planning and IRS audit representation. They specialize in businesses and high-income individuals. It also provides QuickBooks consulting and assistance with new business formation and succession planning.

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 (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
1150 West Main St., Sun Prairie, WI 53590
  • Preparation & Planning

Why choose this provider?

BCH Tax & Financial Inc. serves individuals and businesses in Madison and the surrounding areas. It offers tax preparation solutions, covering quarterly and end-of-year taxes. It also handles small business accounting and payroll needs. BCH Tax & Financial has been enrolled to practice before the IRS since 1981. It is headed by Betty C. Hulberg, a member of the National Association of Tax Professionals and the National Association of Enrolled Agents. Her team has worked for Capital Finishing and Copus Properties.

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)

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.
1.8
Responsiveness
Friendliness
––
Helpfulness
––
Detail
––

Website
Madison, WI 53711

Why choose this provider?

Johnson Block and Company, Inc. offers a range of tax, audit, review, consulting, bookkeeping, and technology consulting services. The firm is a member of the Wisconsin Institute of Certified Public Accountants. It is also affiliated with the Municipal Treasurers Associations of Wisconsin and the Government Finance Officers Association. The firm has supported many community organizations, including Youth Services of Southern Wisconsin and Habitat for Humanity of Dane County. Johnson Block and Company has offices in Madison, Mineral Point, Viroqua, La Crosse, and Dodgeville.

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)
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
Madison, WI 53719

Why choose this provider?

For more than a decade, Schell CPA, LLC has offered accounting and tax services for individuals, businesses, and trusts. Its services include tax planning, tax preparation, estate and trust tax preparation, international tax matters, representation before the IRS, bookkeeping, and business entity selection. The firm is a member of the National Society of Accountants. It is also accredited with the Better Business Bureau, which has awarded it an A+ rating.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
213 West Cottage Grove Rd Suite 8, Cottage Grove, WI 53527
  • Consulting

Why choose this provider?

Cottage Grove-based Duane H Veium, CPA, LLC, delivers tax services to individuals and businesses in Madison. It prepares and electronically files tax returns, assisting clients in planning and implementing strategies to minimize liabilities. The company also handles the preparation of no-profit, expatriate, and estate taxes. Its accounting solutions include financial planning and QuickBooks support. Duane Veium has over 25 years of experience, including his 14 years of service as a CFO for a multi-million-dollar NGO.

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 (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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
Madison, WI 53713

Why choose this provider?

Berndt CPA specializes in tax planning, tax preparation, and IRS representation. It also offers QuickBooks and Sage 50 consulting, as well as payroll and accounting services for small businesses. It uses specialized accounting software to help individuals and business owners to save time and money.

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.
2.8
Facebook
3.7 / 5 (2)
Yelp
1.0 / 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
8426 Red Granite Road, Madison, WI 53719
  • Preparation & Planning

Why choose this provider?

Jed Sanborn CPA LLC serves clients throughout Madison and its surrounding areas. His office provides tax and accounting services, including tax preparation and year-end tax planning for individuals, partnerships, exempt organizations, and corporations. It also provides full-service bookkeeping, financial statement compilation, QuickBooks consulting, and payroll services. Sanborn is a CPA, QuickBooks ProAdvisor, and tax preparer who has been in the industry for almost a decade. He has served clients from various industries, such as agriculture, construction, architecture and engineering, and hospitality.

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 (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
Back to top

Frequently Asked Questions

  • Introduction

    In the early spring of every year, nearly everyone has a decision to make — should you try to file your taxes on your own or hire a tax professional? There are pros and cons to each option. For example, hiring someone to do your taxes isn't free, but it will ensure that you can take advantage of everything at your disposal when filing your tax returns.


    Ultimately, the decision about whether to hire a tax professional will come down to factors such as the complexity of your tax situation and whether you'll be able to file them on your own.

  • When can I file my taxes?

    You can file your tax returns between getting access to your annual income information and Tax Day. In most years, federal Tax Day occurs on April 15, but in 2020 and 2021, tax deadlines were delayed because of COVID-19, extending the filing period. 

  • How much do you have to make to file taxes?

    State and local minimums to file taxes vary concerning where you live. The federal minimums fluctuate depending on your age, filing status, and tax year. For example, if you filed in 2020 as single and under 65 years of age, your income needed to be at least $12,200.

  • Do I have to file taxes?

    If your income over a calendar year exceeds the threshold for your age group and filing status, you must file a federal tax return for that year. State and local rules vary. For example, there are some areas that don't have income tax at all and have different rules for filing taxes.

  • What happens if you don\'t file taxes?

    If you don't file and pay your taxes by the deadline, unpaid taxes will incur interest up to 25% of the unpaid amount. This, in addition to the unpaid amount, will be what you owe the IRS. Different states treat unpaid taxes differently and penalties range from fines to jail time.

  • How do I file taxes?

    Filing taxes involves getting your annual income documents and statements and filling out a tax return, which will tell you the amount you owe for the year. You can choose to fill out your returns yourself and mail them or file online. Or, you can hire a professional to fill out and file the returns for you.

  • How do I file taxes for free?

    There are several services that offer free filing of federal tax returns. The most notable are online services, including IRS.gov and TurboTax. You can also look around for community organizations that offer tax filing for free as a service for community members, including the local library.