Expertise.com

Best Accountants in Milwaukee

Laurels
2023
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Accountants FAQs

Learn more
The Neal Group LLC logo
FEATURED
Visit WebsiteWebsite
Complimentary consultation

The Neal Group LLC

Visit WebsiteWebsite
3001 West Layton Avenue, Greenfield, WI 53221
  • Accounting Services
  • IRS Tax Problems
  • Trust and Estate Planning
  • Tax Preparation
  • Tax Planning

Business Description

The Neal Group LLC, founded in 1984, offers full-service accounting for customers in Milwaukee and beyond. Greenfield-based, the firm offers both tax and accounting services mainly for small business owners. Jon Neal, MST, CPP, CTP holds a master's degree in public accounting and has 40-plus years of experience in the sector. His staff is made up of CPAs and professional accountants who are well-versed in QuickBooks, cash flow management, and part-time CFO services.

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
Google
4.8 / 5 (61)
Facebook
5.0 / 5 (11)
Yelp
3.0 / 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

Price: Complimentary consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service!

Expertise.com Concierge Service

Milwaukee, WI

Business Description

Need help contacting a Accountant in Milwaukee? Call our Concierge team at 818-639-7726. They are standing by to help you get the service you need.

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 booking service!

Affinity Accounting logo
Visit WebsiteWebsite

Affinity Accounting

Visit WebsiteWebsite
759 North Milwaukee Street, Milwaukee, WI 53202

Business Description

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.

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)
BPA & Associates, LLC logo
Visit WebsiteWebsite

BPA & Associates, LLC

Visit WebsiteWebsite
6101 West Vliet Street, Wauwatosa, WI 53213

Business Description

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.

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
4.3 / 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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
DWT Tax & Accounting, Inc. - Milwaukee logo
Visit WebsiteWebsite

DWT Tax & Accounting, Inc. - Milwaukee

Visit WebsiteWebsite
3216 South 92nd Street, Milwaukee, WI 53227

Business Description

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.

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)

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
Frank & Frank LLP logo
Visit WebsiteWebsite

Frank & Frank LLP

Visit WebsiteWebsite
5150 North Port Washington Road, Glendale, WI 53217

Business Description

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.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
H&F Accounting & Tax Service Inc logo
Visit WebsiteWebsite

H&F Accounting & Tax Service Inc

Visit WebsiteWebsite
6900 West Lincoln Avenue, West Allis, WI 53219

Business Description

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.

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.
4.4
Google
3.8 / 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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Karl Klein logo
Visit WebsiteWebsite

Karl Klein

Visit WebsiteWebsite
735 North Water Street, Milwaukee, WI 53202

Business Description

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.

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
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
Murphy Financial Services, Inc. logo
Visit WebsiteWebsite

Murphy Financial Services, Inc.

Visit WebsiteWebsite
5911 West Vliet Street, Milwaukee, WI 53208

Business Description

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.

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 (8)
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
My Online Accountant logo
Visit WebsiteWebsite

My Online Accountant

Visit WebsiteWebsite
11414 West Park Place, Milwaukee, WI 53224

Business Description

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.

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 (47)

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
Nelson Tax Accounting, Ltd logo
Visit WebsiteWebsite

Nelson Tax Accounting, Ltd

Visit WebsiteWebsite
2581 South Kinnickinnic Avenue, Milwaukee, WI 53207

Business Description

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.

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

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
RDK Tax & Accounting logo
Visit WebsiteWebsite

RDK Tax & Accounting

Visit WebsiteWebsite
10915 West Lincoln Avenue, West Allis, WI 53227

Business Description

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.

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
4.6 / 5 (10)
Facebook
5.0 / 5 (3)
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
RitzHolman CPAs logo
Visit WebsiteWebsite

RitzHolman CPAs

Visit WebsiteWebsite
330 East Kilbourn Avenue, Milwaukee, WI 53202

Business Description

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.

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
Schumacher Sama logo
Visit WebsiteWebsite

Schumacher Sama

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

Business Description

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.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Sidekick Accounting Services logo
Visit WebsiteWebsite

Sidekick Accounting Services

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

Business Description

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.

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
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
Tennessen Accounting &Tax Service, Inc. logo
Visit WebsiteWebsite

Tennessen Accounting &Tax Service, Inc.

Visit WebsiteWebsite
3496 North Oakland Avenue, Milwaukee, WI 53211

Business Description

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.

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 (27)

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
Thomas F. Roepsch, CPA logo
Visit WebsiteWebsite

Thomas F. Roepsch, CPA

Visit WebsiteWebsite
731 North Jackson Street, Milwaukee, WI 53202

Business Description

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.

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
Thomas Weber Accounting & Financial Services logo
Visit WebsiteWebsite

Thomas Weber Accounting & Financial Services

Visit WebsiteWebsite
9520 West Langlade Street, Milwaukee, WI 53225

Business Description

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.

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
Wipfli - Milwaukee logo
Visit WebsiteWebsite

Wipfli - Milwaukee

Visit WebsiteWebsite
10000 West Innovation Drive, Wauwatosa, WI 53226

Business Description

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.

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.
4.9
Facebook
4.9 / 5 (27)

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
––