Find a tax preparation services in Waukesha, WI

Find tax preparation services in Waukesha, WI

Find tax preparation services in Waukesha, 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 Waukesha, 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 Waukesha, WI

Clients agree: these providers are highly rated for knowledge, experience, communication, and more.
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 Waukesha, WI
A. C. says, "terry is very kind and patient especially to a computer illiterate like me!" Read more
Provisions Tax Service

Provisions Tax Service

New on Thervo
Offers online services
Serves Waukesha, 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.
Mashburn Tax Advisors

Mashburn Tax Advisors

New on Thervo
Offers online services
12+ years in business
Serves Waukesha, 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...
TTS

TTS

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

Tax World

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

Ekins

New on Thervo
Offers online services
6+ years in business
Serves Waukesha, WI
At Ekins, we are dedicated to empowering individuals and businesses through a comprehensive range of services. With a team of five experts, we specialize in life and career coaching, spiritual counseling, and a variety of business services including consulting, tax preparation, and marketing. Our creative solutions extend to graphic and web design, software development, and public relations. Whether you need guidance on personal growth, financial planning, or enhancing your business presence, Ekins combines expertise and innovation to help you achieve your goals.
Superior Financial Alternatives

Superior Financial Alternatives

New on Thervo
Offers online services
29+ years in business
Serves Waukesha, WI
Edw started as a Paralegal in 1982, then as a Certified Tax Preparer and Electronic Filer in 1992, with clients in 42 states after that he has accomplished and continues to accomplish the following services and certificates.. Has 20 years as a multi-state Insurance Broker, 22 years as a Loan Officer (7 yrs owning a Mortgage Company), Has been a multi-state Real Estate Broker since 1995, and Managing Broker since 1999… Series 6, 63 & 26 Investment Rep Founder and Compliance Officer of a multi-state Investment Broker-Dealer for 16 years. Edw has also served on the Board of Directors of more than four non-profits, including the follow

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 Waukesha tax preparation services

Recent success stories from people in the Waukesha 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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