I have known Sheree Carlson for over 20 years and she has been my accountant for most of that time…read more A long time member of the Lake Geneva community, she is a dedicated CPA who is no-nonsense but is very thorough and detail oriented. She has saved me thousands over the years, of which I am greatly appreciative. I have a small business and she has given me sage advice on how to protect myself and my assets.

Sherrie and Colleen have been a breath of fresh air! Not only are the incredible at the accounting…read moreend, but they can explain the details to me so that I actually understand. Planning 1-3 years out has been amazing. They are well worth the call to find out what good is. Randy Nolan Impressions Count Printing

Steve Lois is an excellent advisor…read more He is extremely honest and very knowledgeable Steve spends a good amount of time explaining your investments, he is also able to coordinate your investment with Social security and other assets to give you a clear picture of your financial condition. Mike K

My father used Steve Lois as his financial advisor. When my father died last year, his Edward Jones…read moreInvestment Account was supposed to be distributed to his beneficiaries according to his TOD agreement with Edward Jones. Mr. Lois did not distribute all of the assets in my father's account. When I pointed that out to him, he incorrectly distributed the remaining assets. Further Mr. Lois has ignored my last 3 emails and voicemail asking him to change the mailing address on my father's account. In short, If you want somebody to distribute your assets correctly and/or be responsive to your children after you die, I would look elsewhere for a financial advisor.

This CPA and his firm made a significant and costly error on our Tax Return…read more Cannot recommend.

From the owner: AJE Associates, PC located in Lake Geneva, WI offers professional accounting and tax services to…read moreinclude: bookkeeping, QuickBooks and Peachtree Support, financial statement preparation, payroll processing multi-state sales tax compliance, international transactions, LLC and partnership tax preparation, Corporate tax preparation, Estates & Trusts tax preparation, Individual tax preparation, tax research, tax planning, taxpayer IRS representation for levies, liens and garnishments, strategic planning, outsourced CFO service, buy/sell business transactions, business valuations, expert witness and litigation support.

I have been coming to this firm for years! I have run my personal and business taxes thru here…read morewithout a single issue. I highly recommend using their services.

The worst experience with a CPA firm in 20+ years. The partner never returned my phone calls after…read moremy initial meeting with him. The tax return wasn't completed until the afternoon before the due date and then filed incorrectly (before our review and signature). They had to amend the tax returns. I would not recommend this firm. Jim, CPA

I went to Egert Law to set up a Trust. The result was a professionally done binder explaining all…read morethat the Trust involved. The rest was up to me to make sure my assets were named under the trust, which I then did. I paid my (expensive) bill and thought I was done. NOPE. Months later I got a follow-up letter reminding me to put my assets into the Trust, and then follow-up letters to the follow-up letter, and then a phone call following up on the letters and finally a request to stop in the office. I guess they really cared about my Trust, right? NOPE - I received a BILL for each letter and phone call! I stopped in their office with proof that I had my assets in the trust and asked about the bill. I was told that not only do they charge for the time to write the letters ($54 each - 20 minutes to put my name on a form letter?? Debra Arnold should learn to type faster!) but I'd be charged for the time I was in the office telling them I didn't need the follow up letters/calls. When I asked them to stop with the letters they said they'd need that in writing. I asked for the form but they refused saying they needed to send it through the mail. Yup, I'll be getting ANOTHER letter that I don't want and will be charged for! I'm not sure if all lawyers are like this, but I find this to be unprofessional and unethical. No wonder lawyers have such a bad reputation! Just a warning for anyone looking to use Egert.

From the owner: We strive to provide top quality legal services in a friendly environment. We are happy to work as…read morea team with your investment adviser, accountant, financial institution, real estate agent, and other professionals to serve your legal needs. If you need a referral, we can provide that too.

I have been getting my taxes done by HR block for several years. Unbeknownst to me they were…read moreincorrect and cost me hundreds in overpayment. In addition, the mistake was noticed by the IRS as it did not match my state returns. HR Block then took 6 months to respond. They're excuse was my taxes are complicated. Also, HR Block was found to be illegally sharing taxpayer information with Facebook in 2023. I wish I could give negative stars

I have getting my my taxes done here for over 10 years now. They found deductions that I was…read moreunaware as a retired military veteran. Fast and efficient! The staff is courteous and knowledgeable in the tax laws. Conveniently located...plenty of street and lot parking available. I highly recommend H&R Block for all your tax needs.