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Laurels

Best Accountants in Waukesha
2022

We scored 23 Accountants in Waukesha, WI and Picked the Top 9

Here are the Picks:

Accounting Systems Inc.

Broesch & Co., S.C.

Edith Christian CPA

Hartwig, Norman & Leskovsek LLP

Paul J. Schilling C.P.A., S.C.

Riverwood Legal & Accounting Services, S.C.

Russell D. Boerner, CPA, S.C. Waukesha, WI

Shannon G. Roldan, CPA, LLC

Uncle Sam's Accounting

Why These Accountants?

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

Reviewed Curated Top Picks 23 17 9

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Accounting Systems Inc.

Accounting Systems, based in Waukesha, is committed to helping business owners save time and money by providing affordable and reliable accounting, payroll, and tax preparation services. Their friendly and knowledgeable staff can even come to the client's location and use their computer to prevent any document or information from having to leave the business. They offer accounting and payroll services on a weekly, bi-weekly, monthly, or quarterly basis. Their team looks for ways to help businesses decrease their taxes and increase profitability. They also prepare personal and business income tax returns, and they offer free electronic filing and direct deposit.

Click to Call

S30 W24784 West Sunset Drive
Waukesha, WI 53189

Website

(262) 436-0880 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

4.2 / 5 (Better)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Broesch & Co., S.C.

Broesch & Co., SC is a full-service tax, accounting, and business consulting firm based in Waukesha. This second generation, family-run company been serving business owners, executives, and independent professionals throughout southeast Wisconsin since 1972. They strive to help clients reach their financial goals while ensuring they are compliant with state and federal laws. They offer businesses accounting services, payroll solutions, part-time CFO services, cash flow management, and other services to improve efficiency and profitability. Personal financial planning services are available to help individuals and families prepare for retirement, pay for college, and make smart investments. Broesch & Co. is committed to providing friendly and affordable service to every client.

Click to Call

1733 Manhattan Drive
Waukesha, WI 53186

Website

(262) 542-0852 Website

Reputation:A+

More Info

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.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 (Best)

Total Reviews:

38 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Edith Christian CPA

Edith I. Christian, CPA provides individual and small business accounting services in Waukesha and Milwaukee. Edith Christian earned her degree in accounting from the University of Wisconsin-Whitewater and became a CPA in 1983. When preparing individual tax returns, the firm makes sure to find all applicable deductions and credits to minimize the amount owed or maximize the refund. They strive to make the tax return process simple, convenient, and stress-free. Their small business services include bookkeeping, bank reconciliation, balance sheets, new business start-up consultation, and more. Edith Christian is also a member of the Collaborative Family Law Practice of Wisconsin, and she can help clients with the tax issues involved in divorce.

Click to Call

N9 W29360 Thames Road
Waukesha, WI 53188

Website

(262) 646-2008 Website

Hartwig, Norman & Leskovsek LLP

Hartwig, Norman & Leskovsek LLP is a CPA firm that's been serving Waukesha County since 1975. They specialize in individual and small business tax and accounting services. Over the years they've worked with a variety of businesses in many industries, including manufacturers, contractors, retailers, physicians, real estate professionals, trucking firms, and more. They offer a full range of accounting and consulting services to help small businesses grow, and they can provide assistance and training with accounting software like QuickBooks and Peachtree. The firm prepares taxes for individuals, corporations, LLCs, and partnerships, and they can provide IRS representation for audits and collection matters.

Click to Call

Pewaukee, WI 53072

Website

(262) 524-9035 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Paul J. Schilling C.P.A., S.C.

The office of Paul J. Schilling CPA, SC is located in Waukesha and provides accounting and tax services to small businesses and individuals. Over a 20 year career, Paul J. Schilling has worked with clients in a variety of industries, including physician offices, manufacturing, construction, engineering, real estate, and retail. The firm offers tax return preparation, general bookkeeping, payroll preparation, payroll tax reports, tax planning, consulting services, and more. Paul Schilling is also a QuickBooks ProAdvisor and has been working with the software for over 15 years. He can install and set up QuickBooks to meet the specific needs of small businesses and provide training for employees.

Click to Call

1744 Blackhawk Trail
Waukesha, WI 53186

Website

(262) 574-5496 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Riverwood Legal & Accounting Services, S.C.

Riverwood Legal & Accounting Services, SC was founded in 2009 and serves Waukesha, Milwaukee, Jefferson, Dodge, Washington, Ozaukee, Racine, Walworth, and Rock counties. Their tax preparation services assist over 500 families each year, and they work with clients of any income level or net worth. The firm can help resolve tax disputes with the IRS and Wisconsin Department of Revenue, and they can prepare missing returns or amend previous returns. The firm's other practice areas include estate planning with wills, estate planning with trusts, probate and estate administration, planning for incapacity, special needs planning, and more. They work on a fixed fee basis.

Click to Call

N19 W24200 Riverwood Drive, Suite 145,
Waukesha, WI 53188

Website

(262) 446-8145 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4.6 / 5 (Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Riverwood Legal & Accounting Services, S.C. Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Matthew Demark - Principal Active 21
Individual Attorney Information

Russell D. Boerner, CPA, S.C. Waukesha, WI

Tax Burners LLC has been serving the greater Milwaukee area for over 45 years. The firm's president, Russell D. Boerner, is a certified public accountant and former IRS auditor who served on their review staff. Their tax preparation and planning services are designed to minimize each client's future tax liability, and the Tax Burners team keeps up with the latest federal, state, and local tax legislation to find new ways clients can benefit. They also provide IRS representation for individuals and businesses facing an audit. Their other services include bookkeeping, business consulting, financial analysis, payroll services, retirement planning, and more.

Click to Call

20835 Watertown Road
Waukesha, WI 53186

Website

(262) 798-1220 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Shannon G. Roldan, CPA, LLC

Shannon G. Roldan CPA, LLC specializes in individual and small business tax accounting. They've been serving Mukwonago for over 30 years, and they're the only father and daughter CPA firm in the area. Both Shannon G. Roldan and David H. Gilliland are licensed CPAs, and they personally handle the accounting and tax returns of every client. Tax returns are E-filed so clients receive their refund more quickly. They also provide monthly, quarterly, and annual accounting services, financial statement preparation, payroll tax reporting, sales tax preparation, and business startup consultation. The firm takes pride in their reasonable fees and prompt, friendly service.

Click to Call

414 Main Street
Mukwonago, WI 53149

Website

(262) 363-4873 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Uncle Sam's Accounting

Uncle Sam's Accounting caters to individuals and businesses in Waukesha and the surrounding areas. It offers a wide variety of services, including bookkeeping, financial statement preparation, monthly reconciliations, and payroll processing. In addition, it provides assistance with tax planning and preparation. Owner Sam Otto started his career in the accounting industry at the age of 14, working as a bookkeeper. He served in various industries, such as construction, clergy, and rental real estate.

Click to Call

N3869 Paradise Rd
Helenville, WI 53137

Website

(920) 541-6599 Website

Reputation:A+

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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