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!!

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.

Heidi Gugliotti and the firm does an amazing job doing not only our personal taxes but also our…read moresmall business. They are fast and efficient and always keep us updated on newest tax info. Well done Heidi!! We have recommended Heidi to family and friends and they also love working with them.

I've been a client of Wasserman, Shuff since 2013, when we launched our business. Over the years…read morethey've handled our bookkeeping, tax filings - both corporate and personal, and payroll. What stands out isn't just the quality of the work, it's their attentiveness. When I have a question, I get a real answer from someone who knows my business and my financials. Twelve years in, I have no reason to look anywhere else.

This is a outstanding place and Amanda Williams is great at her craft. She is a true professional,…read moreshe knows her stuff, and very pretty to look at. All the staff at this place are true professionals. As a former executive at the MGM Las Vegas Casino and Hotel, I worked with professionals and never thought I could find them here and I can't wait to do my taxes again, sounds weird, but I look forward to see the true professionals again. Thank you, and have a great day, Dennis S

Lost our taxes. Owner ranting about COVID precautions while walking around unmasked (in front of an…read moreelderly masked client). Unprofessional to say the least. We've been coming here for a decade, but no more.

Steven is very knowledgeable and always willing to take the time to expain options and help develop…read morestrategy moving forward.

I would highly recommend Stephen Schwab Based on my…read moreexperience. Today I called his office to ask a question about a income tax return And he and his wife are always so friendly and extremely helpful when you call. This is a great place to do business with.

I had a tax issue that I needed to speak to a professional about. From a random search for tax…read moreaccountants in my area I blindly picked Victory Creek Accounting to see if they could help me. From my first cold call requesting help, I was impressed with the ease and friendliness I encountered at Victory Creek Accounting. I was able to get an appointment to see Timothy Wachter the next day. I met with him and described my issue. I found Timothy to be very professional, knowledgeable, and helpful. In short time Timothy was able to understand my issue and come up with a solution. I highly recommend this company and plan to make another appointment to discuss moving my financial planning and accounts over to Victory Creek Accounting.

So, after my tax person moved out of state late last year I needed to find another option. Staying…read morelocal, believing in local business, I originally opted for another tax location, in Muskego. After 1 month of nothing done on my taxes and the owner telling me he needed "certain documents", all that I supplied weeks prior, I picked up and left with about 6 days left to file. I found Victory Creek in Franklin. Knowing I was way late, I told them my situation and previous horror story. I only asked for an extension and an appointment perhaps months out, as they were very busy, BUT they insisted I come in immediately to see what they could do! I was assigned to Aleshia. We met, I told her my story, probably included a few choice words about the other location, and she saw no issues with any of my paperwork AND I had them completed and filed before the deadline! Aleshia is great. She understood, she was not a "stuffy" tax person (sorry all other tax people), very relaxed and guaranteed the timeliness of her work. For me it was never about "money back or owed" it all is about the process. Go to Victory Creek, Ask for ALESHIA.

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.