Expertise.com

2024

Last updated:

Best Tax Services in Milwaukee

Our Recommended Top 19

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Milwaukee Tax Services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

151Reviewed

98Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Milwaukee, WI

Expertise.com Rating

Review Sources

Google
5.0 (304)
Facebook
5.0 (42)
Yelp
5.0 (9)

Why choose this provider?

Dimov Tax Specialists helps Milwaukee residents and businesses comply with regulations and improve their financial situation. It handles estimated quarterly taxes for individuals and corporations, IRS tax controversy resolution through offers in compromises, and capital gains tax planning. The team comprises CPAs, tax attorneys, and Enrolled Agents serving Fortune 500 companies like Google, Cisco, and Morgan Stanley. Tsagan Noosan, a senior accountant, handles tax debt settlement and forensic accounting projects. Additionally, she speaks fluent Russian and uses various bookkeeping platforms, like QuickBooks.

  • Business Taxes
  • Audits
  • Individual Tax
  • Consulting
  • Accounting

Milwaukee, WI

Expertise.com Rating

Why choose this provider?

Need help contacting a Tax Service in Milwaukee? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

6004 N Port Washington Rd. Ste 1, Glendale, WI 53217

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Review Sources

Facebook
5.0 (9)
Google
3.5 (2)

Why choose this provider?

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.

  • Preparation & Planning

735 North Water Street Suite 930, Milwaukee, WI 53202

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Review Sources

Google
4.3 (13)

Why choose this provider?

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.

  • Consulting

2778 N Dr MLK Jr Dr, Milwaukee, WI 53212

Expertise.com Rating

Review Sources

Facebook
4.6 (221)

Why choose this provider?

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.

  • Preparation & Planning

West Allis, WI 53227

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Review Sources

Facebook
5.0 (30)
Yelp
4.5 (2)

Why choose this provider?

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.

Grafton, WI 53024

Expertise.com Rating

Why choose this provider?

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.

3151 S 92nd St., Milwaukee, WI 53227

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Review Sources

Google
4.5 (107)
Yelp
3.0 (6)

Why choose this provider?

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.

  • Preparation & Planning

6900 W Lincoln Avenue, West Allis, WI 53219

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Review Sources

Google
3.9 (8)

Why choose this provider?

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.

  • Preparation & Planning

Elm Grove, WI 53122

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Review Sources

Google
4.6 (73)

Why choose this provider?

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.

Waukesha, WI 53188

Expertise.com Rating

Review Sources

Google
5.0 (2)
Facebook
5.0 (1)

Why choose this provider?

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.

2479 South Kinnickinnic Avenue, BayView, WI 53207

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Review Sources

Google
4.6 (5)

Why choose this provider?

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.

  • Consulting

19575 Janacek Ct 104, Brookfield, WI 53045

Expertise.com Rating

Review Sources

Google
4.3 (11)

Why choose this provider?

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.

  • Preparation & Planning

5822 W Fond Du Lac Ave, Milwaukee, WI 53218

Expertise.com Rating

Review Sources

Google
4.4 (34)
Facebook
5.0 (8)

Why choose this provider?

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.

  • Preparation & Planning

Brookfield, WI 53005

Expertise.com Rating

Why choose this provider?

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.

Milwaukee, WI 53220

Expertise.com Rating

Review Sources

Google
4.9 (42)
Yelp
5.0 (9)

Why choose this provider?

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.

2581 S Kinnickinnic Ave, Milwaukee, WI 53207

Expertise.com Rating

Review Sources

Google
4.6 (32)
Facebook
5.0 (10)
Yelp
4.5 (8)

Why choose this provider?

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.

  • Preparation & Planning

161 W Wisconsin Ave #318, Milwaukee, WI 53203

Expertise.com Rating

Review Sources

Google
5.0 (3)
Yelp
5.0 (1)

Why choose this provider?

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.

  • Preparation & Planning

Menomonee Falls, WI 53051

Expertise.com Rating

Review Sources

Google
4.8 (25)
Facebook
5.0 (9)

Why choose this provider?

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.

FAQs

  • 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.