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Best Accountants in Waukesha

2023

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Website
N9 W29360 Thames Road, Waukesha, WI 53188

Why choose this provider?

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.

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
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Website
N3869 Paradise Rd, Helenville, WI 53137

Why choose this provider?

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.

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 (13)
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
S30 W24784 West Sunset Drive, Waukesha, WI 53189

Why choose this provider?

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.

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.
4.2
Google
3.9 / 5 (10)
Facebook
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

Website
1733 Manhattan Drive, Waukesha, WI 53186

Why choose this provider?

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.

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 (27)
Facebook
5.0 / 5 (9)
Yelp
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
414 Main Street, Mukwonago, WI 53149

Why choose this provider?

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.

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 (5)

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Matthew Demark - Principal23 yrs

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
Responsiveness
Friendliness
Helpfulness
Detail

Website
1744 Blackhawk Trail, Waukesha, WI 53186

Why choose this provider?

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.

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.
2.5
Responsiveness
Friendliness
Helpfulness
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Detail
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Frequently Asked Questions

  • Introduction

    Four main types of accountants are available to serve the accounting needs of individuals, large organizations, small businesses, and government agencies. These types of accounting include corporate, forensic, government, and public.

    • Corporate accountants maintain and file financial information for corporations. The focus is on keeping the corporation in legal compliance with tax laws and financial reporting requirements.
    • Forensic accountants gather and recreate financial data that isn’t readily available. These accountants might do that as part of a criminal investigation or if key financial information has been lost and needs to be recovered for legal reasons.
    • Government accountants work for government agencies, such as the IRS or a state tax department. They might also be found working in government offices in positions such as city treasurer or county auditor.
    • Public accountants are the accountants most likely to work with individuals or smaller businesses. These accountants manage financial statements, file tax returns, and record financial transactions. Preparing and filing tax returns are tasks these accountants might do for individuals. For companies, these accountants might handle payroll or bookkeeping besides preparing tax information for reporting purposes.

  • What does an accountant do?

    Accountants maintain financial records and interpret financial information. An accountant at one firm might maintain financial ledgers, while another might take on payroll management duties. Accountants can also specialize in specific areas, such as tax codes.

  • What is the difference between an accountant and a CPA?

    Accountants and CPAs handle many of the same accounting tasks. However, a CPA is an accountant who has passed a state exam to become a certified public accountant. A CPA is typically more trusted in an advisory position when in a business setting.

  • Does everyone need an accountant?

    Most individuals don’t need to hire an accountant, except for when tax season arrives. A small business owner is more likely to need an accountant than an individual because business owners have more complex record-keeping requirements.

  • What does a forensic accountant do?

    Forensic accountants use generally accepted accounting principles (GAAP) to investigate and solve financial mysteries that are typically related to uncovering or resolving suspected criminal activity, such as embezzling. These accountants may work for individuals, businesses, and government agencies.

  • What does a payroll accountant do?

    Processing payroll and employee benefits are key roles of payroll accountants. Some other duties performed by payroll accountants include using software and handling financial statements. These professionals might also analyze financial ledgers, prepare and present reports to management, and advise regarding investment opportunities.

  • Do I need an accounting major to become an accountant?

    You can work as an accountant without majoring in it. However, earning a degree and becoming a CPA offers more earning potential. According to the Bureau of Labor Statistics, certified public accountants who have received at least a bachelor’s degree earn a median annual wage of $73,560.