hired Kyle and his team last year for business taxes and wow did we get more than that. Now Kyle…read moreoperates as our CFO and handles everything from taxes, accounting, tax planning, and strategic financial business operation. Entire team at KFN is highly professional, very smart, and quick on their fee. Great value proposition they have as a one stop shop for everything.

I had an intro call that went over two hours, all great next steps but almost overly thorough (in…read morehindsight). But either way, I left the call thinking we'd have some great momentum and he promised to review our past taxes and our 2025 submission. Well, zero follow up. I signed a contract and then ghosted. Then my husband was bothered by this since I had sent him all our private info, so he called Kyle and got the same promises. Nothing again, and we keep trying to get in touch. If he's busy, just say so! But don't request all our very personal, identity documents then fall off the grid. Very very unsettling and more importantly HIGHLY unprofessional. I was looking forward to working with him! But seems like professional maturity and stability is highly lacking, beware. UPDATE FROM KFN RESPONSE: I'm a professional project manager, there is absolutely no way I would miss a meeting I had been adamantly requesting for weeks. It's disappointing how unbelievably inaccurate this response is, to the point I may need to alert Yelp itself. I tried to reach you number of times and I even had my husband reach out since it was an unknown number and maybe you'd answer. Which you did, and ghosted him as well. I wouldn't make this up, lying about it should be a huge red flag for anyone reading this.

Mistakes were made on my 2025 tax return. When I brought it to their attention, Jason was supposed…read moreto get back to me. I have left numerous messages for him and drove down there today. He is simply unreachable and now I have to start over and go somewhere else!

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 called and left a message regarding notary service several weeks ago. I have yet to receive a…read morecall back.

I've been going here for several years and they do a fantastic job!! I wouldn't have anyone else do…read morethem.

Went to talk about 401K distributions in November 2025, Barb seemed to not understand why we would…read morewant to plan out 401K distributions. Never heard back in December, I figured the holidays. Never heard back in January either, called three times for her, no response, called her brother who owns the business in mid January, and at end of January, no response, got my paperwork back today, horrible communication, horrible service