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

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 a client for over 1.5 yrs now. He has messed up our software, forgot to file taxes on…read moretime. We paid his firm to do our payroll and multiple weeks I had to call him and remind him to process payroll. We have now parted ways and he will not turn over our records to us and has become a very nasty person. We have paid him for these services. I would NOT recommend him to my worst enemy.

If there was a zero star option, this would be it. Worst place to rent from in the state of…read moreWisconsin. Becky decided that mini flashlights and a whole gallon of ammonia would get rid of the raccoons out of deck. Which is health hazard and anyone with a brain managing a company would know not to do that. Heather said "I was expecting just a routine inspection of the pipes but somehow they had to burst. Why do you think that is?" even though that the pipes were built in early 1950s and we're made out of tar and newspaper, Heather said "it was our fault for the pipe bursting". One day while she had scheduled a routine inspection for the pipes they started digging in the basement and had Bursted a pipe, so Heather decided to blame us for it even though she had called the people that burst the pipe. We had to use a porta potty for almost a month, and they never changed it. They left us the same Porta potty for a long period of time. And unfortunately, it was starting to stink up the entire neighborhood and they still never changed it. During the inspection, Heather was extremely unprofessional and nasty. She was so nasty that standing next to her was very uncomfortable and even talking to her was very uncomfortable. While grabbing the keys and the code for the house, my father and I have been messaging Heather about the property just like questions About the amenities of the property. The first thing that she said to us when we arrived to get the code was "don't text me because my husband was getting worried". we were taken back by that comment. She was very strange and very unprofessional during this time. Becky had called me one day just to express her feelings about me and how I was the "worst attendant that they've ever had" and " a difficult tenant" even though I just spoke for the group instead of everyone barraging them with text messages why not just have one single person do it, and that would happen to be me. You know if they just managed the house and looked at it thoroughly time to time as the house was last repaired in the 50s then they wouldn't have these problems but these two ladies have zero experience in managing a house. There was three people living at that house me and my two roommates one of my roommates left to pursue a job in California which was a couple months before the lease ended. This roommate was from Nepal and never paid a security deposit or paid for water the year prior with his roommates, who lived at the house before us. He also never paid for a security deposit, which you were supposed to when you sign the lease, but he got out of that someway and didn't have to pay a dime. Heather was trying to skew our security deposits by only including me, and my roommate, who left the house, and not the Indian guy with no security deposit. And he was super good friends with the landlord, which is really creepy after finding out he didn't pay for shit. Heather had been complaining about ants and I was telling her that Orkin had told us to get ant traps, and that it would be better for the house if they were ant traps, and her response was "don't tell me how to do my job". This was extremely unprofessional, and I was taken back by her nastiness. in reality the house was pretty much crap. Everything in the house was uneven or put in incorrectly. The windows were placed unevenly so that there were holes and cracks for bugs easily get in. the trim on the floor and on the wall wasn't even placed correctly. so pests were easily able to get in whether we put traps down or not. even one of the ceiling fans was so close to the wall it could hit it. So we never used that ceiling fan. this house was poorly, taken care of by management and the landlord, and they don't not care at all. Don't ever rent from this management company because you'll regret it the week after you sign. DLK is better

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

I have had Bob do my taxes for the past two years. I can not say enough nice things about my…read moreexperience working with him. I am the type of person who will procrastinate until the VERY last minuet on my taxes. In addition my taxes are complected because I'm a performer and work as an independent contractor for most of my many jobs. I've met personally with Bob and corresponded by e-mail. He helped me set up a system to track my work expenses, and put me at ease about getting taxes done right the first time. Bob works quickly, is friendly, helpful and non judgmental of my procrastination around tax time. It gives me great peace of mind knowing my taxes were done right the first time. I highly recommend him to anyone!!

I contacted Bob fairly late in the game this tax season after realizing I would be in way over my…read morehead this year trying to file on my own like I usually do. He graciously took the job despite the short notice and completed the work well within the very reasonable time estimate provided. While my tax situation isn't overly complicated, there were definitely a few items that required professional expertise this year in particular, and Bob was very thorough in ensuring that all of our bases were covered. He was also very pleasant to work with and his fee was quite affordable. I would recommend Bob without hesitation, especially if you have never used a tax preparer before and aren't sure what options may be available.