These are the best accounting firms in Wisconsin that can help successfully handle all your financial activities. Streamline your search for the best partner using our filter to browse by cost, size and reviews.
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Best Wisconsin Accounting Company Rankings
DesignRush evaluates each agency using expert assessment and client feedback to inform your choices. Some featured agencies have paid placements.
IT, Business, BPO, Audit, Tax and Advisory are just the beginning.
Grant Thornton LLP (US) is an IT, project management, audit, tax, AgTech, and BPO company headquartered in Chicago, Illinois with over 50 U.S. offices and access to a global network or member firms in over 135 countries. We offer a broad range of services in strategy and consulting, operations, technology and [... view Grant Thornton profile ]- Location
- Milwaukee, Wisconsin
- Number of Employees
- 1000 & Up
- Average Hourly Rate
- $35/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 2 Projects Listed
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsGrant Thornton Services
- Accounting
- Business Consulting
- Market Research
- HR Outsourcing
- Software Development
- IT Services
Comprehensive analysis done by DesignRush Agency Experts.Clients and Projects
View Full Portfolio-thumb-webp.webp)
Financial Accounting Project Finance modernization for data-driven expansion -thumb-webp.webp)
Business Operations Consulting Project A new procurement paradigm at BDTX
Reviews verified by DesignRush and sourced from the agency's profileGrant Thornton Reviews & Testimonials
- Theodore Mall Review from Google4.0★
Theodore Mall's Review Sourced from Google
One of the world’s leading organizations of independent audit, tax and advisory firms. Grant Thornton has revenues in excess of $1.9 billion and operates more than 50 offices.
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Data sourced from the agency's DesignRush profileFinancial industry Real estate industry Media and Entertainment industry
- Specialized Accounting Services, LLC is a growing CPA firm, currently delivering accounting and tax services to 1500 client locations. We’re known for our incredible customer service and quality personnel. We were awarded the “Fast Five Award” in 2012 and in 2015 we were honored to be designated as the [... view Specialized Accounting Services, LLC profile ]
- Location
- Pleasant Prairie, Wisconsin
- Number of Employees
- 100 - 249
- Minimal Budget
- Under $1,000
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsSpecialized Accounting Services, LLC Services
- Accounting
Data sourced from the agency's DesignRush profileAce Hardware Ace Handyman Services Bricks & Minifigs
- Since 2010, the firm and its predecessor have been helping entrepreneurs, both established and new business owners, in the creation and preservation of business value and personal wealth. Whether you are a startup entity, an emerging company, a growing company, an individual, a sole proprietor, or even a [... view Berndt CPA LLC profile ]
- Location
- Madison, Wisconsin
- Number of Employees
- Under 49
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsBerndt CPA LLC Services
- Accounting
Reviews verified by DesignRush and sourced from the agency's profileBerndt CPA LLC Reviews & Testimonials
- Debbie Millman Review from Google5.0★
Debbie Millman's Review Sourced from Google
I started using Berndt CPA in 2017 as our outsourced bookkeeping and accounting provider for a mental health practice I owned. They made my life so much easier by digging in and figuring out how to most efficiently work with our contract requirements. Our CPA, Alicia Greer, is smart, efficient and always stays on top of new laws and contract policies to help us comply. When audit time came, I always felt confident as I knew all was in order. I continue working with them for my new practice and my personal taxes because the trust is there that it's going to get done and it's going to get done correctly. You won't regret working with the team at Berndt CPAs.
Show more - Heather King Review from Google5.0★
Heather King's Review Sourced from Google
Our small business law firm has had the pleasure of working with Berndt CPA, LLC since we opened our doors in November 2023. From the start, their team has been instrumental in supporting our growth through their comprehensive financial services. We've relied on them for payroll, monthly accounting, and taxing planning and preparation. We’re especially grateful for their kindness, patience, and deep expertise. We look forward to continuing this valuable partnership for years to come.
Show more - Nick Lombardino Review from Google5.0★
Nick Lombardino's Review Sourced from Google
I’ve been a tax preparation client of Berndt CPAs for over five years, and they’ve consistently delivered outstanding service. They’re incredibly organized, communicative, and make the tax process straightforward and stress-free.What sets them apart is their understanding of entrepreneurship. As a business owner, I’ve appreciated their ability to offer guidance that goes beyond compliance. They really get what it means to run on a personal and professional level.
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Data sourced from the agency's DesignRush profileSmall business industry Financial industry Real estate industry
- With over 35 years of experience, Hegg Accounting has built a reputation on quality accounting and reliable customer services. We are a licensed business. You can depend on us to help you in completing all the necessary paperwork. [... view Hegg Accounting profile ]
- Location
- Madison, Wisconsin
- Number of Employees
- Under 49
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsHegg Accounting Services
- Accounting
Reviews verified by DesignRush and sourced from the agency's profileHegg Accounting Reviews & Testimonials
- Mariana Bigham Review from Google1.0★
Mariana Bigham's Review Sourced from Google
Very disappointed with Hegg. I called today for advice and was met with significant attitude by Angie. If you are looking for a kind and professional company, go elsewhere.
Show more - Julie Nyquist Review from Google5.0★
Julie Nyquist's Review Sourced from Google
They are very knowledgeable, attentive to detail, and responsive to questions. I use them for tax preparation, payroll, and book keeping. They are truly an asset to my business.
Show more - Mr Kotik Review from Google5.0★
Mr Kotik's Review Sourced from Google
I've been using Hegg Accounting team services for more than 20 years. I have depended on their professional advice throughout the years. I have always received information in a timely manner, advising me on the choices I could make in a clear, comprehensible manner. I feel lucky to have met Don W Goodweiler and his son Troy and Angela Knoble Janney I couldn’t do without their guidance and excellent accounting support. Even the smallest question we’ve had has been answered quickly and with spot-on knowledge of current events - both financial and otherwise. Thank you for your years of excellent service. Max Advantage Auto
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Data sourced from the agency's DesignRush profileFinancial industry Small business industry Real estate industry
- Whatever phase you are at in your personal or professional life, our promise is that our team will be honest, dependable and responsive to your needs. [... view EXACT Accounting And Financial Services profile ]
- Location
- Madison, Wisconsin
- Number of Employees
- Under 49
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsEXACT Accounting and Financial Services Services
- Accounting
Data sourced from the agency's DesignRush profileFinancial industry Healthcare industry Manufacturing industry
- Wegner CPAs is about people – our clients, our employees, our community. Our professionals guide individuals, businesses and nonprofits with personal service, education, and knowledge. We listen, research, advise, and implement solutions to guide you on a path to succeed in today’s complex economic [... view Wegner CPAs profile ]
- Location
- Madison, Wisconsin
- Number of Employees
- 100 - 249
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsWegner CPAs Services
- Accounting
Reviews verified by DesignRush and sourced from the agency's profileWegner CPAs Reviews & Testimonials
- Jason Johns Review from Google5.0★
Jason Johns's Review Sourced from Google
I have been using Wegner CPAs for my small business and personal accounting needs for over a decade and will do so for decades more! Swati Jain and Noel Willis have been my team at Wegner and a great team they are! They promptly answer my questions, guide me through changing circumstances in my business & personal taxes and how to best navigate them. Their commitment and dedication to patiently advising me on best practices for bookkeeping and payroll to minimize my tax liabilities is invaluable as I can often overlook these in my busy life. I highly recommend Swati, Noel, and Wegner CPAs!
Show more - Green Dog, LLC Review from Google5.0★
Green Dog, LLC's Review Sourced from Google
Swati with Wegner CPA's has been doing our taxes for years and is incredible! She is not only responsive but also very accurate and pays attention to detail and is a pleasure to work with. If looking for someone to trust to do a great job with your taxes I definitely recommend!
Show more - Lennart Johansson Review from Google5.0★
Lennart Johansson's Review Sourced from Google
I've been working with several small and large accounting firms during my 33 years managing businesses in Wisconsin. Wegner CPA is, hands down, the best company I've worked with over the years. They provide valuable insights from a tax and general business perspective. Furthermore, their bookkeeping staff is top-notch, professional and quick, and not the least, as affordable as some of the smaller outfits I've worked with. I can't recommend them highly enough.
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Data sourced from the agency's DesignRush profileFinancial industry Healthcare industry Manufacturing industry
Collaborating for Lasting Impact in Business Consulting
Join us at Deloitte, where we believe that our collective influence is the cornerstone of our value. With a rich legacy spanning over 175 years and a global network encompassing 150 countries, we empower remarkable achievements, solve complex problems, and drive meaningful progress for clients, professionals [... view Deloitte profile ]- Location
- Milwaukee, Wisconsin
- Number of Employees
- 1000 & Up
- Portfolios Count
- 6 Projects Listed
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsDeloitte Services
- Business Consulting
- Accounting
- HR Outsourcing
- Big Data Analytics
- CRM Consulting
- Cybersecurity
- AI Development
- IT Services
Comprehensive analysis done by DesignRush Agency Experts.Clients and Projects
View Full Portfolio-thumb-webp.webp)
Business Consulting Project How Deloitte helped a large fast food company become a leader in sustainability. -thumb-webp.webp)
Business Operations Consulting Project Not zero Modelled Reimagined Simplified Net zero -thumb-webp.webp)
Strategy Consulting Project Lagging Shifted Coached Moved Leading -thumb-webp.webp)
Business Consulting Project From Monitor to Protect
Reviews verified by DesignRush and sourced from the agency's profileDeloitte Reviews & Testimonials
- InlineAdam Review from Google1.0★
InlineAdam's Review Sourced from Google
So sphiscated accounting systems I must say. For what? Never saw an irs payable in any return they asked me to prepare although I’m no licensed accountant. No names no whistle just a honest google review. Makes me wonder what an accountant does, cooking books or AICPA reporting them. No mark up in my basis. The roc building is beyond comprehension though, they even do SNL up or down stairs never got to see a show so I don’t know
Show more - ModernfoldStyles, Inc. Review from Google5.0★
ModernfoldStyles, Inc.'s Review Sourced from Google
We are proud to have been able to offer a beautiful Modernfold panel recovery job to give the walls a facelift to complete newly renovated meeting rooms at Deloitte in Rockefeller Plaza. Deloitte has always been such a great and dear client of ours! We look forward to continuing to work together in the future!
Show more - Alex Stackhouse Review from Google1.0★
Alex Stackhouse's Review Sourced from Google
Deloitte completely failed implementation of Army IgnitEd, which led to thousands of service members paying out of pocket for education expenses. The circus that we watched unfold leaves me with zero confidence in the services that this firm provides.
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Data sourced from the agency's DesignRush profileFinancial industry Government Sector IT industry Manufacturing industry Telecommunications industry
- CDH is an international accounting and consulting firm with headquarters in Chicago and Itasca since 1996. [... view CDH CPAs profile ]
- Location
- Brookfield, Wisconsin
- Number of Employees
- 100 - 249
- Average Hourly Rate
- $125/hr
- Minimal Budget
- $1,000 - $10,000
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsCDH CPAs Services
- Accounting
- HR Outsourcing
- Business Consulting
- Software Development
- IT Services
Data sourced from the agency's DesignRush profileHealthcare Industry Retail Industry Fintech Industry
Ride with the HR Experts.
With nearly 200 clients, we offer comprehensive HR services, infrastructure, and expertise. Our focus is to empower businesses of all sizes, allowing leaders to prioritize strategic growth. From payroll and benefits administration to employee relations and recruitment, we handle it all. Recognized for [... view Tandem HR profile ]- Location
- Madison, Wisconsin
- Number of Employees
- 100 - 249
- Minimal Budget
- Under $1,000
- Portfolios Count
- 2 Projects Listed
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsTandem HR Services
- HR Outsourcing
- Call Centers
- Accounting
Comprehensive analysis done by DesignRush Agency Experts.Clients and Projects
View Full Portfolio
Payroll Project American Massage Therapy Association 
HR Outsourcing Project Get Fresh Produce
Reviews verified by DesignRush and sourced from the agency's profileTandem HR Reviews & Testimonials
- Kellie Champagne Review from Google1.0★
Kellie Champagne's Review Sourced from Google
Our company left Tandem HR when they hiked the prices in 2024. Apparently, they do not send employers, copies of W2's for companies that have left service. I'm supposed to reach out to each employee to get a copy. Nice job, for doing the one job you had.
Show more - Ryan Cobb Review from Google5.0★
Ryan Cobb's Review Sourced from Google
Tandem HR has done a great job maintaining the white-glove service we have come to expect over the years. The HR, Payroll, and Benefits experts that engage with our team feel like true partners rather than a third-party vendor.
Show more - Heather Worth Review from Google5.0★
Heather Worth's Review Sourced from Google
The quality support I receive from my contacts at Tandem HR is unbelievable. I don't even entertain outreach from other PEOs. Paola consistently goes above and beyond for Prevention First. She is always so pleasant, knowledgeable, responsive, and helpful! The rest of the team (Janet, Danielle, Jennifer, etc) is really great too!
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Data sourced from the agency's DesignRush profileGet Fresh Produce American Massage Therapy Association Belgravia Group
Bottom Line We Love Accounting
Any good business knows they are only as strong as their numbers - You need to be able to report on them, understand them, and trust them. At EWH, we help you find strength in your numbers. [... view EWH Small Business Accounting profile ]- Location
- Waukesha, Wisconsin
- Number of Employees
- 50 - 99
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsEWH Small Business Accounting Services
- Software Development
- Accounting
Reviews verified by DesignRush and sourced from the agency's profileEWH Small Business Accounting Reviews & Testimonials
- Amy Gorski Review from Google5.0★
Amy Gorski's Review Sourced from Google
I highly recommend Roxanne Bira for all your small business accounting needs! She genuinely cares about my business and me as a business owner- she offers great advice which allows me to make the best decisions for my business. Going above and beyond for her clients is her standard!
Show more - Matt Mikkelsen Review from Google1.0★
Matt Mikkelsen's Review Sourced from Google
Used them for taxes a few years ago. They did a good job. But had an urgent situation come up where I needed to help very quickly. The call would only take 5-10 minutes. They were very staunch on scheduling an appointment a week out and couldn't spare 5-10 minutes. The situation blew up and I missed out on a big return. Haven't used them since and never will again. Also never heard from them again. Definitely a churn and burn place. Had no interest in building a relationship with their client. My current accountant does a great job for 2/3 of the price and takes the time to talk with me if something comes up.
Show more - Tony Lorino Review from Google5.0★
Tony Lorino's Review Sourced from Google
Big thanks to EWH and their team in helping establish some great operating standards for my small business. Terry has been instrumental in giving us guidance, as well as building out a business plan for our growth. I'm very appreciative for their hard work, and would recommend them to anyone seeking outside accounting and payroll - especially folks who are not accounting and payroll experts who might need a little extra hand-holding!
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Data sourced from the agency's DesignRush profileAdaptor Inc Innovative Health and Fitness Milwaukee Pride
U.S.-based financial advisory services for the expats.
At Creative Planning International, we understand the path to living your best financial life is multi-faceted and personal. That's why we believe in providing customized services that address every aspect of your financial picture and align with your unique vision. [... view Creative Planning International profile ]- Location
- Madison, Wisconsin
- Number of Employees
- 50 - 99
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsCreative Planning International Services
- Business Consulting
- Accounting
Reviews verified by DesignRush and sourced from the agency's profileCreative Planning International Reviews & Testimonials
- Rachel W Review from Google5.0★
Rachel W's Review Sourced from Google
Let's face it - as an expat you enter the tax and investment twilight zone. It's simply a nightmare. Creative Planning is my knight in shining armour. I have found them to be professional, excellent communicators, and extremely helpful in every possible way. In short - I could not navigate these unfathomable complexities without them. Sandeep is my go-to person! After one virtual meeting I knew they were the people for me. They know what they're talking about. Don't sweat it - just call them!
Show more - Ulrica Hildingsson Review from Google5.0★
Ulrica Hildingsson's Review Sourced from Google
Professional, personal and extremely knowledgeable. Makes the customer feel comfortable that his/her financial situation is well taken care of. I can only recommend Creative Planning International!
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Data sourced from the agency's DesignRush profileIT Industry Nonprofit Industry Fintech Industry Retail Industry Manufacturing Industry Health Care Industry
Global Business Consulting Excellence
Protiviti is a global consulting firm that offers deep expertise, objective insights, and tailored solutions to empower leaders in tackling future challenges. With a comprehensive range of services spanning finance, technology, operations, data, analytics, governance, risk, and internal audit, we serve [... view Protiviti profile ]- Location
- Milwaukee, Wisconsin
- Number of Employees
- 1000 & Up
- Portfolios Count
- 5 Projects Listed
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsProtiviti Services
- Business Consulting
- IT Compliance Solution
- Big Data Analytics
- IT Services
- Cybersecurity
- AI Development
Comprehensive analysis done by DesignRush Agency Experts.Clients and Projects
View Full Portfolio-thumb-webp.webp)
Compliance Consultancy Project A strategic co-sourcing partnership: Healthcare system chooses Protiviti as its trusted adviser in internal audit and compliance -thumb-webp.webp)
Business Consulting Project Strong, flexible identity and access management, built collaboratively
Data sourced from the agency's DesignRush profileKnowBe4 Resolver PowerSchool
Your Trusted Partner In Virtual Support & Business Efficiency
Prossistant is your trusted partner in business support, streamlining operations, client communication, and back-office processes. Our skilled team delivers tailored assistance across marketing, sales, administration, accounting, paralegal, and technical workflows. Integrated seamlessly into your systems, we [... view Prossistant profile ]- Location
- Madison, Wisconsin
- Number of Employees
- Under 49
- Average Hourly Rate
- $15/hr
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsProssistant Services
- BPO
- Accounting
- Customer Support
Data sourced from the agency's DesignRush profileAltus, Inc. Mighty Digits iiCME Cannabis Code
True Partners Consulting
Baker Tilly USA is a privately-owned, trusted project management, tax consulting, and business advisory firm that helps public and large private enterprises navigate complex tax and financial regulations everywhere in the world. [... view Bakertilly profile ]- Location
- Madison, Wisconsin
- Number of Employees
- 100 - 249
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsBakertilly Services
- BPO
- Accounting
- HR Outsourcing
- Business Consulting
- IT Services
- AI Development
Data sourced from the agency's DesignRush profileFiltration Group Corporation Technology Industry Government Sector
Global Workforce Solutions Company
At Net2Source (N2S), staying ahead of the curve isnt optional its who we are. As a global Talent Company, Net2Source isnt just observing the future were building it. Our proprietary AI-powered recruiting engine enables us to deliver pre-vetted, on-demand talent at speed and scale. [... view Net2Source profile ]- Location
- Milwaukee, Wisconsin
- Number of Employees
- 1000 & Up
- Average Hourly Rate
- $50/hr
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsNet2Source Services
- HR Outsourcing
- Accounting
- BPO
- Business Consulting
- IT Services
- Call Centers
- AI Development
Reviews verified by DesignRush and sourced from the agency's profileNet2Source Reviews & Testimonials
- Jameika Ross Review from Google5.0★
Jameika Ross's Review Sourced from Google
Net2Source is an amazing company that helped me find my dream career. Initially, I was skeptical, as I had never heard of the company. However, after they set up an interview with the hiring manager the very next day after speaking with them, I decided to give them a chance.Net2Source connected me with an ideal job opportunity that matched my skills and experience. During my 18-month contract, the team was attentive and supportive. While I did not require much, they promptly resolved any concerns I had. I never had issues with pay, timekeeping or anything that most people worry about. The overall experience was so positive that I accepted the company's offer of a full-time position, and I will be relocating to advance my career. I am truly grateful to Net2Source for this life-changing experience!The staff is friendly and very helpful. Mamita Maharjan, my amazing account manager, has skills I have not encountered in a long time. She was knowledgeable, pleasant, and professional, making the process very smooth from my first call after my interview all the way to the conversation regarding my conversion.Employment firms may not be for everyone, but I would highly recommend speaking with Net2Source to anyone seeking a new job or career change.
Show more - Matthew Beard Review from Google5.0★
Matthew Beard's Review Sourced from Google
I’ve been with Net2Source for the past 8 months, and it’s been an incredible journey so far. The work-life balance here is exceptional. The flexibility and understanding from the leadership team have allowed me to maintain a healthy balance between my professional and personal life.Additionally, the company culture is amazing. It’s a supportive, collaborative environment where everyone’s contributions are valued. The team is always willing to lend a helping hand, and there’s a genuine sense of camaraderie among colleagues. It's a place where you feel encouraged to grow and thrive both personally and professionally.I’m grateful for the opportunity to work here and look forward to many more successful months with Net2Source!
Show more - archit sharma Review from Google5.0★
archit sharma's Review Sourced from Google
I recently completed over six incredible years with Net2Source Inc. This is an amazing organization, and I couldn’t be more grateful for the journey so far. The work culture here is truly inspiring, fostering growth, collaboration, and positivity at every level. I have had the privilege of working alongside some of the most supportive and talented coworkers, who make every challenge feel achievable.What truly sets this company apart is its management team—forward-thinking, approachable, and genuinely invested in the success of every employee. They consistently motivate us with exciting initiatives, clear communication, and a genuine commitment to creating a thriving workplace.This is a place where your hard work is recognized, and opportunities for growth are abundant. I am proud to be a part of an organization that values its employees and strives to bring out the best in everyone.
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Data sourced from the agency's DesignRush profileSoftware & IT Services Industry Health Care Industry Finance Industry Manufacturing Industry Insurance Industry
Building A Better Working World
EY offers Accounting, Business Consulting, and IT Services with a mission to build a better working world. It provides insights and quality services that instill trust in global capital markets and economies. EY focuses on developing exceptional leaders who deliver on their commitments to all stakeholders [... view EY profile ]- Location
- Milwaukee, Wisconsin
- Number of Employees
- 1000 & Up
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsEY Services
- Business Consulting
- HR Outsourcing
- Accounting
- Cybersecurity
- IT Services
- AI Development
Data sourced from the agency's DesignRush profileQiagen Apple ASOS Microsoft Wawa
Together, we achieve more.
Offering project management, business, and IT services. At KPMG LLP, their purpose is to turn knowledge into value for the benefit of their clients, people, and the capital markets. [... view KPMG profile ]- Location
- Milwaukee, Wisconsin
- Number of Employees
- 1000 & Up
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsKPMG Services
- Business Consulting
- Market Research
- Accounting
- HR Outsourcing
- IT Services
- AI Development
Reviews verified by DesignRush and sourced from the agency's profileKPMG Reviews & Testimonials
- P. J. Review from Google1.0★
P. J.'s Review Sourced from Google
If you would like to see human beings organized as if they are an ant farm, this is the place.
Show more - Kevin Meyer Review from Google5.0★
Kevin Meyer's Review Sourced from Google
Awesome old building on Park, also home to the NFL... Keep your eyes open in the lobby, and you'll undoubtedly run into a player.
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Data sourced from the agency's DesignRush profileFinancial Industry IT Industry Real estate Industry
Expert Guidance. Exceptional Results.
Sorge CPA offers tailored accounting, advisory, and compliance services to businesses and individuals across Wisconsin, ensuring clients stay ahead of financial regulations and maximize wealth with responsive and personalized support. [... view Sorge CPA profile ]- Location
- Monona, Wisconsin
- Number of Employees
- Under 49
- Average Hourly Rate
- $100/hr
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsSorge CPA Services
- Accounting
Reviews verified by DesignRush and sourced from the agency's profileSorge CPA Reviews & Testimonials
- Jane Nee Review from Google5.0★
Jane Nee's Review Sourced from Google
Sorge has been doing my taxes for several years. I have several accounts and they have always been helpful in explaining returns, refunds or estimated taxes. Recently; with an IRS issue, they provided excellent personal assistance.
Show more - Jeremy Kuehni Review from Google1.0★
Jeremy Kuehni's Review Sourced from Google
Been with the Monona Wisconsin office for close to 19 years. Informed them that I was changing CPA's to a different firm. Forward 1 year and my Sorge account made a mis-stake on my 2022 tax return cost me $16k with penalties interest to the IRS in 2024 because one of their accountants use the wrong number in a place by mis-stake and literally messed up my 2023 quarterlies, said I had $24k coming back and that we where going to apply that to the next years quarterlies, little did I know that was wrong and I get stuck paying, my new accountant says I should go after Sorge CPA for the $1000 + in penalties and interest, I look at it as I made the right move to find a different firm. The only reason I started looking for a different firm to begin with is their fee's just kept increasing and increasing over the years until it seemed like they were on the payroll monthly and I realize $4000 filings fee's on top of constant large monthly fee's for taxes is ridiculous. It now cost me a quarter of the cost that it did.
Show more - Wendy Adams Review from Google1.0★
Wendy Adams's Review Sourced from Google
We have always used a CPA to prepare our taxes. This year, we planned to move to what we thought was a local, large firm and had chosen this organization. This was a huge mistake. First, they promised if all materials were submitted by 3/18 (ours were), they guaranteed your return would be completed on time. Not only did they fail to do this, they simply filed for an extension without ever letting us know. As it was getting closer to the date taxes were due, I reached out to ask about the status. When they indicated they weren’t going to meet the 4/15 deadline and had filed for an extension on our behalf, I asked if they were going to let us know if we owed taxes so we could pay without incurring interest and penalties. The tax preparer who had been assigned to us said she’d calculate an estimate. Later that day, she came back and said we should pay over $22k and just apply any overpayment to next year. We knew this was a gross over estimate and an utter display of incompetence. We called and attempted to escalate the issue but were told they only communicate using the app. We were never able to speak with anyone other than the Reception staff. We immediately pulled our business and went back to our old CPA. We estimated our own tax, which was over $13k less than they had indicated. I did lose my $100 deposit but they had the nerve to try to charge me another $400 for this incompetence and act like they did me a favor by waiving it. Please do not ever use this organization if you care about your financial wellbeing. We are two educated professionals who learned that this place can not be trusted.
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Data sourced from the agency's DesignRush profileDental Industry Technology Industry Health Care Industry
Where Growth Meets Accuracy.
Accountful Advising offers comprehensive accounting services designed for ambitious small businesses looking to grow. They specialize in accurate financial reporting, strategic planning, and operational support to help businesses make informed decisions. [... view Accountful Advising profile ]- Location
- Milwaukee, Wisconsin
- Number of Employees
- Under 49
- Average Hourly Rate
- $149/hr
- Minimal Budget
- $1,000 - $10,000
Data sourced from the agency's DesignRush profile, its website, and other relevant accountsAccountful Advising Services
- Accounting
Data sourced from the agency's DesignRush profileB2B Industry Finnace Industry Banking Industry
Related Services in Wisconsin
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About The Author and Expert Reviewer
Natasa Glikman is an experienced editor and content writer with over 10 years of experience in writing, editing, and translating articles across various topics, with a strong focus on marketing and advertising. At DesignRush, Natasa currently works as an editor, where she refines and enhances B2B content to ensure accuracy, clarity, and consistency across agency profiles and industry reports.
Dušan Milutinović is a finance expert with an MBA from Purdue University in the U.S. He has gained over 15 years of experience from his roles as the CFO of Serbia Broadband, Board Member of Hemofarm AD, General Manager of STADA, and Consultant at IFC (Member of The World Bank), as well as KPMG (BearingPoint). He is currently the Senior Finance Manager at DesignRush, overseeing the company's finance, administration, and reporting processes.





















