JCW was amazing to work with, my brother and I had an account for many years that retired. JCW and…read moreother former accountant were able to exchange information with no issues. My brother lives in another state as well. 5 stars

I had a big mess to take care of and Jayson did a great job of cleaning it all up. He was very…read moredetailed, efficient, personable, and professional. Did a great job of explaining the complicated stuff to someone who is just about tax illiterate! Works out of his home and it's very convenient to get to. He'll be doing all of my tax stuff in the future!!

I highly recommend Mark Jr. for his extensive knowledge and assistance in resolving my tax…read moresituation in California, bringing me back into compliance.

These guys are the best! Never too busy to answer your questions. We work with Mark Jr and he is a…read morevery knowledgable guy who can guide you through Quickbooks, Payroll, etc. Very honest, trustworthy, and reliable. We are based in Oregon and have had no issues working with them. Mark Jr usually answers his emails within 20 mins, returns your calls within an hour and always has an answer. I'm wanting him to personally do my family's taxes this year as well..

First time here, I would do my taxes here every year for the rest of my life if I could…read more Don't have a printer at home? They'll print PDFs for you as part of their service. Much appreciated! Tons of regulars who have clearly been coming for years and are on a first name basis with staff. No appointments, walk in only, though you can wait for a specific tax preparer. I was in and out in 90 minutes, the actual filing was a breeze and my tax guy was so nice. I got a discount as a first time customer, and you get the same discount if you refer someone. They also offer drop-off and pick-up later tax services. They run a tight ship, made filing taxes a breeze.

Great business! I would recommend anyone to go here. The staff is great and very polite. They will…read moreanswer any questions that you have.

This has been by far the most disappointing experience I have ever had with a CPA firm. The firm…read moretook over my account after my previous CPA retired-someone i respected and trusted and I accepted his recommendation to continue with the new team. This has proven to be a major mistake. for more than six months I have made repeated attempts to schedulea meeting or zoom call, with little to no response. When an appointment was finally scheduled, I unfortunately had a conflict that I communicated in advance-but since then there has been no further communication from Jason or Wendy. I initially spoke ith Wendy, who was responsive early on, but now my calls go to voicemail and my messages are left unanswered and no response to my emails of which Wendy initially responded to. I have have emailed multiple IRS notices to the firm, yet received no reply or acknowledgement. As a result of their lack of professionalism and complete failure to act, I ow have an IRS notice for over 10,000 due. As a licensed professional, a CPA takes an oath to uphold ethical and professional standards. This firm has failed to meet event the most basic level of client care or accountability. I now find myself having to file an appeal with the IRS, report this firm to the Wisconsin Department of Safety and Professional Services, an share my experience so that others can avoid going throught a similar ordeal. I hope this serves as a warning for others to seek out true professionals who tak their responsibilities seriously. I would have never expected this from a CPA.

I recently,2024, found that my 2021 taxes were never filed. I do have a paid receipt along with…read moree-filing this firm completed while taking my money. But was never received by the State or IRS, now I am dealing with penalties, late fees and I had stopped there 3 times in the office to be told someone would call tomorrow and then called daily for someone to assist with this error. No one from this office had to date returned my call.

Have been using service for years. Efficient, reliable and very flexible. Addressed concerns and…read morequestions promptly.

Always available, efficient , knowledgable and kind. Great hours for drop off and pick up of…read moredocuments. Highly recommend Liz for your tax filing!

At JFG Tax & Advisory, they provide professional CPA income tax preparation and proactive…read moreyear-round tax planning. JFG's approach goes beyond simply filing your annual return--their strategies focus on minimizing your tax liability and optimizing your financial outcomes over the long-term.

From the owner: At JFG Tax & Advisory, LLC, it’s not a situation where you just drop off your tax information, then…read morehear from back from me a week later with an invoice. As importantly included in my business’s name, “advisory” is an integral component of the services I offer. I will take the time to get to know you and your business, in order to educate and advise you on how to improve your current and future tax situations. At JFG Tax & Advisory, LLC, there are no delegation of duties to staff who lack expertise and experience. I’m a 1-man firm and plan to keep it that way. I’m involved in every process of your engagement, from start to finish. I have over 25 years of experience in the accounting/tax industry, of which 6 of these years were with the nation’s top 10 accounting firms. I’ve worked with multi-millionaires and their businesses, to individuals and their start-up companies. I’ve seen a lot and will bring my expertise and experience to your engagement.

Tax forms versus the dentist. Every year. Which is worse? Going through the tax motions every…read moreyear is about as pleasant an experience as I imagine a root canal would be if you weren't numbed. Hammernik and Associates always manages to make the tax experience less painful. When I was relocated to Wisconsin, Hammernik & Associates managed to work their way through the relocation paperwork and tax forms from two different states without batting an eye. In addition, they answered all my questions and showed me exactly what they had done and how they arrived at the data. Lately, because my tax forms have been less complex, I've been assigned different tax people nearly every time. In all but two instances, it didn't matter to me. The first time I was assigned a person who had zero people skills and even less personality and he acted offended when I wanted him to explain what he had done. The next time, the person whose name was on the signed form, although pleasant enough, wasn't the person who actually completed the form and couldn't really answer my questions. This, even when I had an appointment several days in advance so as to give the person time to review the form and be ready for my questions. I struggled between three and four stars, but even in the worst situations, they've managed to come through. And, they are very reasonably priced for the the services they offer; so four stars it is. I've since found a local accountant, but not one that compares to the quality here. Mr Hammernik, however, is a 5-star CPA all by himself. If you're lucky enough to deal with him on your tax issues, you'll know what I mean.

From the owner: We specialize helping Milwaukee in tax services, IRS representation, small business success, and…read morewealth management.

Extremely unprofessional service. I set up an appointment at 9 am, and upon my arrival the tax…read moreprofessional was not there because he was working at his other job. I have no issue with that, but when I set up an appointment I expect to be seen by the tax professional that I am paying. They also have a 100% satisfaction guarantee, but I am VERY far from satisfied. They have charged me an extremely excessive amount for fairly simple taxes to be filed. I am an accounting student and have an idea of what should be done, these taxes were very simple and standard. I used this tax service because I had to go back to school out of state and I had no time to do them myself. When I called to ask why I was being charged so much both the receptionist and the tax accountant gave me attitude. I was also put on hold for a long time because the tax accountant could not find my file. I will NEVER recommend this service to anyone, nor will I every be returning. I advise you to not use this tax service.

From the owner: Exceptional customer service is our top priority. Liberty Tax Service has been creating happy…read morecustomers since 1997. We offer fast, friendly tax preparation with an accuracy guarantee.