Find a tax preparation services in New Berlin, WI

Find tax preparation services in New Berlin, WI

Find tax preparation services in New Berlin, WI

Share a few details and we'll show you the best tax preparation services in your area.
Zip code

Find tax preparation services in New Berlin, WI

Share a few details and we'll show you the best tax preparation services in your area.
Zip code

Top 10 tax preparation services in New Berlin, WI

Clients agree: these providers are highly rated for knowledge, experience, communication, and more.
Provisions Tax Service

Provisions Tax Service

New on Thervo
Offers online services
Serves New Berlin, WI
I’ve been a tax professional for over 20 years. I pride myself in making your money matter. I’m honest and do a thorough job when preparing my clients tax returns.
Ricon Data Systems - Terence Connell CPA

Ricon Data Systems - Terence Connell CPA

5.0(4)
Offers online services
1 hire on Thervo
35+ years in business
Serves New Berlin, WI
A. C. says, "terry is very kind and patient especially to a computer illiterate like me!" Read more
TTS

TTS

5.0Exceptional(6)
Offers online services
9+ years in business
Serves New Berlin, WI
Natasha E. says, "The gift certificate and friendly service" Read more
Tax World

Tax World

4.0(1)
Offers online services
1 hire on Thervo
9+ years in business
Serves New Berlin, WI
John O M. says, "Easy and rate was competitive with doing it myself using Turbo Tax." Read more
U-Nique Accounting LLC

U-Nique Accounting LLC

5.0(1)
Offers online services
3 hires on Thervo
7+ years in business
Serves New Berlin, WI
Nicole N. says, "I'm very happy with CPA Insights. Matt stays on top of the monthly obligations and is very knowledgeable and proactive with everything that has to do with taxes and the changing laws. " Read more
Mashburn Tax Advisors

Mashburn Tax Advisors

New on Thervo
Offers online services
12+ years in business
Serves New Berlin, WI
What makes our service unique is our proactive tax planning. It is impossible to expect to pay no taxes and make a profit or wages. Besides why would you want to play with funny money, there are plenty of legal IRS strategies that will help you pay lower taxes! We only use legal strategies that are right from the IRS books. Taxes can be very overwhelming and frustrating. I enjoy not only helping someone with their tax situation, but I truly enjoy helping them understand the process whether it be a deduction or credit explanation, or answering the "Can I do this?" or "How does this work?" type questions. My passion is helping others understand...
Affordable Law  And Tax Offices

Affordable Law And Tax Offices

5.0(3)
Offers online services
33 hires on Thervo
7+ years in business
Serves New Berlin, WI
Troy S. says, "He acted very fast got right on my case to resolve my current situation " Read more
JB Tax, Accounting, Payroll, & Consulting Services, LLC

JB Tax, Accounting, Payroll, & Consulting Services, LLC

5.0(1)
Offers online services
4 hires on Thervo
13+ years in business
Serves New Berlin, WI
Elizabeth A J. says, "Jonathan was great, very cordial and professional on the phone. Took excellent care of me. Being new to Wisconsin it was a great relief to find him. I plan to go back again next yea" Read more
Calm Cascade

Calm Cascade

New on Thervo
4+ years in business
Serves New Berlin, WI
Welcome 🤗 to Calm Cascade, your premier destination for holistic well-being and professional guidance. With a diverse range of services including Physical Therapy, Massage Therapy, Nutritionist consultations, and Life Coaching, I cater to both your physical and emotional needs. I also offers Therapy and Counseling, Hypnotherapy, and Spiritual Counseling to support your mental health. At Calm Cascade, we are dedicated to helping you achieve balance and success in every aspect of your life. I’m not really available the website to reply if you need my services or you want to ask any questions send me a direct message on phone 803-445-8412 t
Torgerson Financial Group

Torgerson Financial Group

New on Thervo
2 hires on Thervo
33+ years in business
Serves New Berlin, WI
We do tax consultations and tax preparations for both individuals and corporations. We also are licensed for investment and insurance products. The insurance products include self managed retirement plans for owners of small corporations that can defer the earnings of the corporation in which the total amount of the deferred comp plan is 100% deductible. I am an Enrolled Agent and also a Certified Estate Planner, with the designation of a Fraternal Insurance Cordinator....

Your tax preparation questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much does tax preparation cost?

Professional tax preparation costs $100 to $500 per return on average, with most individuals spending about $220. While your geographical location may impact the fees, the biggest factors affecting the cost of your tax preparation are the complexity of your tax return and the type of professional you hire. Certified public accountants (CPAs) and tax attorneys typically charge more than Enrolled Agents or non-credentialed seasonal tax professionals.

Is it worth it to pay for tax preparation?

Paying a CPA or tax preparer to do your taxes may be worth it if you have a complex return or have new items or calculations on your taxes that you are not familiar with. If you run a business, buy a house, manage multiple properties, or do anything requiring more than a simple tax return, professional tax preparation can save you time, ensure the return is done correctly, and protect you in the event of an audit or issue.

What is a tax preparer?

A tax preparer is a professional who prepares and files income tax returns for individuals or businesses. While all tax preparers have a preparer tax identification number (PTIN), they have varying levels of education and credentials. The list below includes professionals who can prepare your taxes and represent you in front of the IRS if needed for audits, appeals, or anything related to your return.

  • Enrolled Agent (EA) – An EA is certified by the IRS and can prepare taxes anywhere in the United States.
  • Certified Public Accountant (CPA) – A CPA has education and licensing through the state in which they practice. CPAs
  • Attorney – A licensed tax attorney has passed a state bar exam and earned a law degree. A tax attorney may specialize only in tax preparation or offer several services.

Non-credentialed tax preparers include seasonal tax service employees and the IRS's voluntary Annual Filing Season Program participants. These professionals have a PTIN but may not have formal education or certifications and may not be able to represent you in front of the IRS.

How do I choose the best tax preparation service near me?

When searching for a tax preparation service near you, be sure to:

  • Compare preparation fees from at least three companies that are licensed, bonded, insured, and have been in business 5+ years.
  • Search the IRS's directory for a certified public accountant (CPA) or an Accredited Tax Preparer (ATP).
  • Check their licensing status and look for disciplinary actions against them.
  • Ask for a preparer tax identification number (PTIN).
  • Confirm the tax preparer can represent you for any related audits, payments, or collection issues.
  • Check out their reviews on Thervo and Google.
  • Avoid hiring a tax preparer who bases their fee on the size of your tax refund.
  • Confirm that the tax preparer will sign your return.
  • Never sign a blank tax return.

What questions should I ask when searching for tax preparation?

Asking the right questions can help you choose the best tax preparation service for your needs:

  • Are you licensed and insured?
  • What training and credentials do you have?
  • How long have you been preparing taxes?
  • Do you have a guarantee?
  • Can you represent me in front of the IRS if needed?
  • What kinds of returns can you prepare?
  • Do you file electronically?
  • How soon will I get my refund? 
  • What do I need to bring with me to the appointment?

Reviews for New Berlin tax preparation services

Recent success stories from people in the New Berlin area.
Jeb W.
Used to work with this guy. I am very computer savvy myself. But Terry is super experienced and I noticed that his prices are very reasonable.
Ricon Data Systems - Terence Connell CPA
Amber H.
I like her price range.
TTS
Zinanita M. T.
I feel Robert Malloy is on top of his game. He is responsive to any questions very straight and to the point which is appreciated. He is conscious of my money and my needs regarding my divorce.
Affordable Law and Tax Offices
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