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Best Tax Services in Milwaukee

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The Neal Group LLC logo
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The Neal Group LLC

3001 West Layton Avenue, Greenfield, WI 53221
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Business Description

The Neal Group LLC is a Greenfield-based company that provides tax services to clients in Milwaukee and surrounding areas. It conducts tax planning, tax preparation, and individual tax services. Specialists at this company also resolve IRS tax problems. In addition, The Neal Group LLC offers various accounting services, which include small business accounting, incorporation, profit first, and QuickBooks services. Its clients come from various industries including construction, manufacturing, and healthcare.

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 (60)
Facebook
5.0 / 5 (22)
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
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Acc-U-Rite Tax & Financial Services logo
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Acc-U-Rite Tax & Financial Services

Milwaukee, WI 53220
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Business Description

Acc-U-Rite Tax & Financial Services helps people to plan for financial events, including retirement, college, and the end of the tax year. It also specializes in life insurance, business tax preparation, estate planning, payroll services, electronic filing, and a wide range of other accounting and wealth management services. It has more than half a century of experience, and its clients report a friendly and competent 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.
4.9
Google
4.9 / 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
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Accounting Freedom, Ltd logo
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Accounting Freedom, Ltd

Grafton, WI 53024
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Business Description

Accounting Freedom, Ltd serves Illinois and Wisconsin, providing accounting, bookkeeping, payroll services, tax planning, tax preparation, QuickBooks consultancy, wealth management, and retirement planning services. The company is a member of the Professional Association of Small Business Accountants, and the PASBA has recognized it as Accounting Firm of the Year for 2014. The firm has more than a quarter of a century of experience, and its clients are impressed by the professionalism and expertise of the staff.

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
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Alliance Tax & Accounting Service logo
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Alliance Tax & Accounting Service

Elm Grove, WI 53122
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Business Description

Alliance Tax & Accounting Service has a reputation for providing professional and reliable tax services. Its clients praise the knowledge and expertise of the staff here, and they are impressed by the amount of money that they are able to save. Alliance Tax & Accounting Service deals with both federal and state taxes, and its specialties include unfiled tax returns, installment agreements, offers in compromise, wage garnishment, penalty abatement, bank levies, and audit representation. The business holds accreditation with the Better Business Bureau, who have awarded it an A+ rating. It is also a member of the Waukesha County Business Alliance. New clients can expect 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.
4.6
Google
4.6 / 5 (73)

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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
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ATC Income Tax logo
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ATC Income Tax

2778 N Dr MLK Jr Dr, Milwaukee, WI 53212
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  • Preparation & Planning

Business Description

ATC Income Tax is a company that has been catering to individuals and small businesses in the Milwaukee metro and the surrounding areas since 2004. It helps clients maximize their refunds and minimize tax liability by reviewing their documents. It educates them on their situation, delivers planning strategies, and assists with filing. The firm also provides audit protection solutions. The team at ATC Income Tax brings more than 35 years of experience in the 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
Facebook
4.6 / 5 (221)

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
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BPA & Associates, LLC logo
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BPA & Associates, LLC

6101 W. Vliet St., Suite 100, Wauwatosa, WI 53213
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  • Preparation & Planning

Business Description

BPA & Associates, LLC, offers tax services for individuals and businesses in Milwaukee and the surrounding areas. Its team prepares and files partnership, corporate, nonprofit, and individual income tax returns. The professionals also help clients address issues concerning taxes. In addition, they provide turnkey payroll services and create business plans. They also keep track of clients' financial records, including sales taxes and accounts payables and receivables. BPA & Associates has been in service for more than 20 years.

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
4.4 / 5 (5)
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.
4.0
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Chortek LLP logo
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Chortek LLP

Waukesha, WI 53188
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Business Description

Chortek LLP is well-known for its expertise in accounting, auditing, tax compliance, and technology. Its specialties include mergers and acquisitions, fraud investigation, and cyber security assessments. The tax professionals here are trained and experienced in dealing with state and local taxes, cost segregation, research & development tax credit, tax return preparation, estate and gift taxes, and business valuations. They have international experience, and they provide technical advice on foreign income taxes and import/export issues.

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)
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.
4.0
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D & M Accounting Services logo
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D & M Accounting Services

Menomonee Falls, WI 53051
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Business Description

D & M Accounting Services specializes in payroll paycheck processing, financial statement filing, tax return preparation, and business accounting services. It has served families and businesses in Milwaukee for more than a quarter of a century, and during that time it has maintained a reputation for superior customer service. Its has expertise with local, state, and federal taxes, including tax refund tracking, corporate taxes, and partnership taxes. The firm is 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.
4.8
Google
4.8 / 5 (25)
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
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Detail
H&F Accounting & Tax Service Inc logo
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H&F Accounting & Tax Service Inc

6900 W Lincoln Avenue, West Allis, WI 53219
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  • Preparation & Planning

Business Description

H&F Accounting & Tax Service Inc serves individuals and various businesses in the city of Milwaukee. Its team, which has over five decades of combined experience, offers tax return preparation and consulting services to help clients succeed financially. In addition, they provide business consultation, payroll, and accounting solutions that are available month-to-month, quarterly, or annually. Its tax preparer, Gary Fischer, started preparing tax returns professionally in 1995. He has worked for large and small tax preparation companies.

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
4.2 / 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.
4.0
Responsiveness
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Detail
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Hammernik & Associates logo
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Hammernik & Associates

West Allis, WI 53227
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Business Description

Hammernik & Associates specializes in tax services, small business accounting, and wealth management. It has a reputation for accuracy and efficiency, and they speak especially highly of the responsiveness of the staff. The firm is 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
Facebook
5.0 / 5 (30)
Yelp
4.5 / 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
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Instant Tax Refunds logo
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Instant Tax Refunds

161 W Wisconsin Ave #318, Milwaukee, WI 53203
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  • Preparation & Planning

Business Description

Instant Tax Refunds is a woman-owned business based in Milwaukee providing tax preparation services to individuals and small and medium-sized businesses nationwide. It offers standard filing for state and federal tax forms alongside same-day tax return filing services. The business sends completed financial documents confidentially through email, mail, or text. Pickup and drop-off services are also available. It employs staff fluent in Spanish to assist Hispanic clients. Owner Michelle Gantman has been working in the tax preparation industry for over a decade.

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
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Detail
KKCPA logo
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KKCPA

735 North Water Street Suite 930, Milwaukee, WI 53202
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  • Consulting

Business Description

KKCPA is a Milwaukee-based firm offering tax services. Its team prepares individuals and businesses' income taxes. The professionals also prepare pension, fiduciary, nonprofit, and employee benefits returns. In addition, they offer tax planning services for clients looking to prepare for retirement or finalize estate plans. They also help clients with income tax and payroll audits and offer consulting services for clients seeking assistance with management information systems. KKCPA was founded in 1983 by Karl Klein.

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 (11)

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
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Detail
Lulloff, Leben & Taylor, LLC logo
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Lulloff, Leben & Taylor, LLC

19575 Janacek Ct 104, Brookfield, WI 53045
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  • Preparation & Planning

Business Description

Lulloff, Leben & Taylor, LLC, serves individuals, entrepreneurs, service-based companies, and small businesses in and around the Milwaukee area. Its team of professionals offers tax support, which involves filing taxes for clients and providing year-round assistance in implementing tax strategies. Their tax preparation service covers various state and federal forms. Additionally, Lulloff, Leben & Taylor provides cash management services, which give clients a picture of their financial health and help them make decisions regarding large spending and expansions.

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 (11)

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
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Detail
Nelson Tax Accounting, Ltd logo
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Nelson Tax Accounting, Ltd

2581 S Kinnickinnic Ave, Milwaukee, WI 53207
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  • Preparation & Planning

Business Description

Nelson Tax Accounting, Ltd., provides tax preparation and financial services for individuals and businesses in Milwaukee and surrounding areas. It provides personal financial and estate tax planning for clients who wish to protect their assets. The company's financial advisors provide consultations when necessary. The company handles businesses' accounting, payroll, and tax management. It also sets up QuickBooks systems. It has been providing comprehensive accounting and tax preparation solutions for over 30 years.

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 (32)
Facebook
5.0 / 5 (10)
Yelp
4.5 / 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
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Helpfulness
Detail
Quigley Tax Services logo
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Quigley Tax Services

5822 W Fond Du Lac Ave, Milwaukee, WI 53218
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  • Preparation & Planning

Business Description

Established in 1984, Quigley Tax Services is a company that caters to individuals, small businesses, and non-profit organizations in Milwaukee and the surrounding areas. It helps clients obtain their financial goals by providing them with comprehensive tax solutions, including tax preparation and planning. The agency also offers payroll and bookkeeping services. Additional accounting services include direct deposit, electronic filing, individual returns, and notary public. Quigley Tax Services has Spanish-speaking staff members, expanding its client base.

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
4.4 / 5 (34)
Facebook
5.0 / 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
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Detail
Sattell, Johnson, Appel & Co, S.C. logo
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Sattell, Johnson, Appel & Co, S.C.

Menomonee Falls, WI 53051
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Business Description

Sattell, Johnson, Appel & Co, S.C. has served Southeastern Wisconsin for more than 60 years. It offers a range of tax, accounting, and financial planning services for individuals and closely held businesses. Its specialties include information systems consulting, management advisory, litigation support, business valuation, fraud examination, business valuation, and forensic accounting. It has a reputation for providing a professional and efficient service, and its clients speak highly of the obviously knowledgeable and experienced team. The firm is accredited with the Better Business Bureau, which has awarded it an A+ rating. It is a member of the Wisconsin Institute of Certified Public Accountants and the American Institute of Certifed Public Accountants. Its offices can be found on Appleton Avenue in Menomonee Falls, Wisconsin.

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
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Small Business Accounting Solutions, LLC logo
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Small Business Accounting Solutions, LLC

Brookfield, WI 53005
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Business Description

Small Business Accounting Solutions, LLC provides payroll services, QuickBooks training, income tax preparation, and a full range of accounting services for business owners and individuals in Milwaukee, Waukesha, Racine, and Washington counties. It is a full-service firm that prides itself on listening to its clients; it encourages people to call frequently with their questions -- at no extra cost.

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
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T-Accounts Tax Service logo
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T-Accounts Tax Service

2479 South Kinnickinnic Avenue, BayView, WI 53207
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  • Consulting

Business Description

T-Accounts Tax Service is a family-owned firm that caters to customers in the Milwaukee metro and the surrounding communities. It prepares and submits federal and state tax returns for individuals and small businesses. It also helps entrepreneurs achieve their business and financial goals through tax planning. Its team of accountants teaches clients how to keep track of their company's activities and transactions through its bookkeeping solutions. T-Accounts Tax Service brings more than 20 years of experience in the 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.
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
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The Tax Team logo
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The Tax Team

3151 S 92nd St., Milwaukee, WI 53227
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  • Preparation & Planning

Business Description

The Tax Team has been serving the people of Milwaukee and nearby areas since 2008. Its professionals prepare and file income tax returns for individuals and business owners, helping minimize their future tax liabilities. Estate and trust and sales tax services are also available. In addition, the team addresses personal and business tax issues, such as the tax implications of upcoming business opportunities. It also represents clients dealing with tax authorities, such as the IRS.

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
4.5 / 5 (107)
Yelp
3.0 / 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.
5.0
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Visions Tax Solutions & Services logo
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Visions Tax Solutions & Services

6004 N Port Washington Rd. Ste 1, Glendale, WI 53217
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  • Preparation & Planning

Business Description

Visions Tax Solutions & Services caters to individuals and small businesses in Milwaukee and its neighboring communities. Its president and tax professional, LaTonya Jackson-Jeffries, has been in the industry since 1998, providing tax planning and preparation and IRS representation services. She focuses on educating self-employed individuals and enterprises on their deductions and expenses and creates a financial plan to achieve economic security. Jackson-Jeffries also offers portfolio analysis and mutual fund review, in addition to college, income, estate, and eldercare planning solutions.

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

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
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Back to Providers

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.

Should you pay someone to do your taxes?

If you're concerned about getting everything right and paying the right amount, you may want to hire someone to fill out and file your tax returns for you. You don’t need a tax accountant, but many people prefer not to have to worry about their taxes every year.

What is a tax accountant?

A tax accountant is a professional who receives training in federal, state, and local tax laws, codes, and proceedings. They are qualified to assist individuals in filing their taxes and are usually in a private practice or employed by a professional tax service.

What do tax accountants do?

Tax accounts ensure their clients' tax returns are filled out and filed correctly. They also advise clients on the correct documents to bring to their appointment and make sure they're aware of every credit or deduction available to them based on their specific circumstances.

How much does it cost to have someone do your taxes?

According to Investopedia, the average cost of hiring a tax professional is usually between $146 and $457. If you have complex taxes or your income is higher than average, a tax accountant may charge higher fees because of the extra time and risk involved.

How do I check if taxes were filed?

To see if your federal taxes were filed correctly, you can contact the IRS by phone or by going online — IRS.gov — and viewing your account. If you filed with an online service, check for a confirmation that your returns were accepted. For state and local taxes, contact tax departments where you live.

Can a dependent file taxes?

Technically, a dependent can file. They're only required to file taxes when their annual income is over the tax year's minimum threshold. With this in mind, if someone who is a dependent on another person's return expects to be eligible for a refund, they can, and should, file taxes for the year.

Can a 17 year old file taxes?

A minor can file taxes but isn't required to, outside of a few situations. The most common instance is when their income exceeds the standard deduction for the year. In most cases, the parent is allowed to include this return and income with theirs for the year.

Can you file taxes with no income?

It's legal to file your taxes, even if you didn't earn an income during the tax year. Many people choose to do this because even if you didn't pay any taxes for the year, you can still take advantage of eligible credits, carry over state deductions, and protect against future audits.

How do I file a tax extension?

To file an extension with the IRS, you'll need to fill out Form 4868 and pay any taxes you owe so that you don't have to pay a penalty for unpaid taxes. The extension itself is not penalized — it gives you an extra six months to file your tax paperwork.

How do I file back taxes?

To file your returns for unpaid taxes that you owe, you'll need to gather the forms you would've filed with the old returns and file them. You can still take advantage of any credits and deductions that were active over the years you didn't file if you can show the necessary documents.

Can married couples file taxes separately?

Married couples can choose to file taxes together or separately, but they’re encouraged to file together. The IRS extends several benefits for married couples who file jointly, so this is the most common option of the two.

How do I become a tax accountant?

To become a tax accountant, you need to receive a traditional bachelor's degree in accounting and training — either as part of your education or separately — in your local, state, and federal tax codes. Many tax professionals receive post-graduate certifications, such as the CPA, although this isn't required.

How much do tax accountants make?

The annual earnings of tax accounts and preparers varies widely based on their level of experience and employer. According to Forbes, the average earnings for an accountant can reach $95,000 in some states, while tax preparers usually earn less.

Do tax accountants need to be CPAs?

Tax accountants are not required to be CPAs but many are. This is because accountants who are also CPAs are often looked at as being more credible and qualified if they're in private practice. It also qualifies them for more responsibilities as they move up in their careers.

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