I sent a note online requesting information for cost and availability for tax preparation services…read more I received an email response almost immediately. When I returned email with further questions and wanting to set up an appointment, I didn't hear anything back. After two weeks of waiting, I called them and spoke with a very inexperienced sounding person on the phone. I made an appointment, she could not tell me the name of the accountant I would be having my appointment with. I had a conflict of schedule and needed to reschedule the appointment, and could get no response, so I canceled the appointment. Still have not received any response asking if I wanted to reschedule. I went with a different company.

This business is located in the basement of the Tri City National Bank across from Mills Fleet…read moreFarm. I had to get my taxes done by a professional this year because the tax law changes last year made my head hurt. With a professional doing them, they are no longer a pain to do. In fact, it was super simple. I gathered up all my needed documents, scheduled an appointment, stopped in and talk for about 10 minutes to get the lay of the land. They quickly scan over your documents while your there, and in my case Connie even made a quick phone call to get some clarifying details that was missing on one of the items I took in. Some days later, I pick up my completed taxes. It was super easy, and I trust that they did the work properly, as the results were similar to what I came up with last year. Being a new customer resulted in a 10% discount. Prices are extremely reasonable for all the work they had to do. This was not a 1040-EZ kind of job... I will definitely use them in the future. The resultant tax work comes back in an envelope to keep everything together and ready to file away.

Adam is an accountant you can trust. I've worked with him for over a year and trust his…read moreconsultation and advice. He looks out for my business's finances going into the future, and not just the current state. Highly recommend!

From the owner: Small Business Accounting, QuickBooks, Payroll, Accounts Payable and Accounts Receivable…read moreProcessing, Tax, Profit and Growth Analysis

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.

I'm giving this place 1 star rating because I can't give it a zero rating…read more An incompetent tax preparer did someone's taxes using my social security number. Nothing but problems from that point on and it took a long time to fix the problem no thanks to H&R Block. AVOID H&R BLOCK !!!

From the owner: At H&R Block, we provide tax services for individuals, families, and small businesses in Menomonee…read moreFalls, Wisconsin, as part of a nationwide network of local tax offices. Our local tax professionals can help you prepare and file tax returns, answer tax questions, and find you every credit and deduction. We know taxes can be challenging on top of your regular schedule so support is available by walking in, making an appointment or dropping off your documents at our office. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents. Visit your local N79w14696 Appleton Ave office to connect with a tax professional.