Glenn is smart and professional! He has always answered any questions we have had with courtesy…read moreand honesty. We would definitely recommend Glenn's service!

From the owner: Glenn Radtke is a Wawautosa, WI Accounting firm that takes your business seriously. We understand…read moreyour financial and business needs and will work to resolve all financial problems.

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.

Amazing knowledge with this team of professionals! They are big enough to take on the tough…read moreissues, but small enough to care and give that personal service! A+

I do not have enough good things to say about this company. They are timely, courteous,…read moreprofessional, and their rates are affordable. They took the time to explain their process and answer my questions thoroughly. Everyone I interacted with went above and beyond to help make tax season as painless as possible.

H&R is the worst and it's the last time we'll be using them. They are unresponsive and give you the…read morerun around. We keep calling only to find out our tax agent is on medical leave. We've had multiple call backs each with a different answer. Our taxes haven't even been started yet and it's April 2nd. Taxes are due April 15th.

I recommend scheduling an appointment in advance to avoid any waiting. Our lady (Cathy/Kathy) was…read moreavailable right on time! We came prepared with all of our previous tax returns and some helpful info for potential tax deductions. An hour later we were informed we'd be getting a significant return even though we thought we'd be owing money! The location is pretty easy to find and there is a parking lot (which I always prefer to street parking).

Great overall service and expert accountants ! I just wish they were a bit friendlier!read more

From the owner: Accounting, audit and tax services ERP software…read moreCRM software Advisory services IT solutions Investment banking Wealth management

HORRIBLE FIRM. DO NOT USE. I gave $2250.00 for absolutely no work. After over 5 months of…read moreinactivity, there was no resolution to an uncomplicated IRS issue. Never a response from multiple emails and voice mail messages. 4 1/2 months later, I was given an appointment at 5:00 PM with a Charlie Ortiz, only to be told that he went home. I went in person to complain to Arthur Lee/owner and sent a follow up email with a threat of breach of contract. I may sue in small claims court for the $2250.00. My case was satisfactorily resolved after I talked with an IRS agent during 1 telephone call. I worry that these charlatans have my social security number. A SHAM FIRM!!!

Salonee and Courtney are 100% unprofessional, rude, horrible communication and refuse to answer…read morequestions repeatedly as to what is needed on our account to finalize tax preparation! Steer clear!!!!

"Ok I'll bust out the crayons for you"…read more My ex-husband and I went to them to help us with our 2018 taxes after our divorce was final. It was our first time using an accountant, so we had no idea what to expect cost and service wise. First, our final preparation fee was twice what we were quoted. We paid $815. Second, the amounts of what we owed/were refunded fluctuated by hundreds multiple times. Even before they sent our taxes to the IRS, the amounts changed. Nervous, we went ahead and let them file our taxes. When we received notification from the IRS that our taxes were filed incorrectly, we contacted them and asked them to help us understand what had happened. In the text exchange they said "Ok I'll bust out the crayons for you". Our questions brought defensiveness, "I'm unsure if you believe us or not that we have both been in this professional field for 5 years not including college", when all we wanted was to understand why my ex's return was so much less and mine was so much more than expected. We used an accountant so our taxes would be filed correctly. If we were going to send them incorrectly and have the IRS correct them, we would have done the taxes ourselves.

Excellent service. Bryan even stopped by our house to collect all our paperwork and answer…read morequestions. He sent daily updates and in the end, saved us a substantial amount of money on our taxes.

This firm has stolen $2500.00 from my disabled brother. The…read morefirms location is 12605 w. North Ave. Ste. 307, Brookfield, WI. They have been in business 15 years. I went on the BBB site and they have some terrible reviews and justly so. The reviews concern scamming, misappropriation of funds, non payment of funds and not paying beneficiaries bills. My complaint is the Equity Payee Services has not made contact and refuses to pay back benefits of $2500.00 They are not answering my calls or leaving messages on their answering that their on vacation. I finally made contact with Erik Larsen, who said I didn't have permission to speak on my brother's behalf. The next sentence he's telling me they have tried numerous times to contact me. lie I told him if they tried numerous times and I'm not a contact, why are you calling me. He didn't know what to say. I than told Mr. Larson who is related to one of the partners (Diane Larson) why didn't you send a certified letter to make contact, again, no response and he hung up. I need to make contact with the BBB, O.I.G. Fraud Hotline, Social Security Office. Can someone please give me information on who to expose these criminals and get justice. Thank you. Frank Topel 414-750-5050 Eyeintheskky@yahoo.com .

Diane won't send any funds that I ask for to take of my son, she also has a very nasty attitude and…read moreacts the benefits are hers and whenever I say I need money for food or any reason she just ignores me and these are social security benefits and on top of it, it was taken from me illegally by some people at a health insurance company by I can't say on here.