Drake & Associates LLC
★★★★★ (13 reviews)1339 W Mequon Rd Suite 105, Mequon, WI 53092
(414) 409-7226
Website: drakeandassociates.net
Hours: {"Friday":["8:30 AM–5 PM"],"Monday":["8:30 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5 PM"],"Tuesday":["8:30 AM–5 PM"],"Wednesday":["8:30 AM–5 PM"]}
Tri Quality Tax
★★★★½ (11 reviews)6715 W Donges Bay Rd, Mequon, WI 53092
(262) 255-5665
Website: triqualitytax.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Nicholas H Reach LLC
★★★★½ (6 reviews)1317 W Towne Square Rd Suite 205, Mequon, WI 53092
(262) 302-4054
Website: nreachcpa.net/contact-us
Hours: {"Friday":["10 AM–12 PM","1–2:30 PM"],"Monday":["10 AM–12 PM","1–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–12 PM","1–4 PM"],"Tuesday":["9 AM–4:30 PM"],"Wednesday":["10 AM–4:30 PM"]}
Annex Wealth Management, Mequon Branch
★★★★☆ (5 reviews)12200 Corporate Pkwy, Mequon, WI 53092
(262) 236-9400
Website: www.annexwealth.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Steven Meyerson, CPA LLC
★★★½☆ (5 reviews)10335N N Port Washington Rd #100, Mequon, WI 53092
(262) 478-0419
Website: www.mequoncpa.com
Hours: {"Friday":["8:30 AM–5:30 PM"],"Monday":["8:30 AM–5:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5:30 PM"],"Tuesday":["8:30 AM–5:30 PM"],"Wednesday":["8:30 AM–5:30 PM"]}
Covenant Accounting LLC
★★★★★ (3 reviews)10033 N Port Washington Rd Suite 200, Mequon, WI 53092
(414) 354-4117
Website: covenantaccounting.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Joel B. Forbes, CPA LLC
★★★★★ (3 reviews)11520 N Port Washington Rd STE 107E, Mequon, WI 53092
(262) 622-6012
Website: www.joelforbescpa.com
Hours: {"Friday":["8:30 AM–5 PM"],"Monday":["8:30 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5 PM"],"Tuesday":["8:30 AM–5 PM"],"Wednesday":["8:30 AM–5 PM"]}
Richmond Investment Services, LLC
★★★★½ (3 reviews)7702 W Mequon Rd, Mequon, WI 53097
(262) 242-4200
Website: www.richmondis.com
Hours: {"Friday":["8:30 AM–5 PM"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5 PM"],"Tuesday":["8:30 AM–5 PM"],"Wednesday":["8:30 AM–5 PM"]}
Putterman & Watchmaker, Ltd.
★★★½☆ (3 reviews)1017 W Glen Oaks Ln suite 120, Mequon, WI 53092
(414) 964-1669
Website: www.pwcpas.net
Hours: {"Friday":["8:30 AM–5 PM"],"Monday":["8:30 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5 PM"],"Tuesday":["8:30 AM–5 PM"],"Wednesday":["8:30 AM–5 PM"]}
The Giersch Group Bookkeeping & Consulting Services
★★★★★ (1 reviews)10624 N Port Washington Rd STE 230, Mequon, WI 53092
(414) 255-4866
Website: www.gierschgroup.com/Bookkeeping/Mequon/?=GBP
Hours: {"Friday":["7 AM–7 PM"],"Monday":["7 AM–7 PM"],"Saturday":["9 AM–12 PM"],"Sunday":["Closed"],"Thursday":["7 AM–7 PM"],"Tuesday":["7 AM–7 PM"],"Wednesday":["7 AM–7 PM"]}
Lucida Tax + Accounting Solutions
★★★★★ (1 reviews)10335 N Port Washington Rd #100, Mequon, WI 53092
(414) 351-5511
Website: www.lucida.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Barry J Goldman LLC
★★★★★ (1 reviews)10144 N Port Washington Rd # 1, Mequon, WI 53092
(262) 478-0417
Website: www.barrygoldmancpa.com
Hours: {}
North Shore Office Services
★★☆☆☆ (1 reviews)11049 N Port Washington Rd, Mequon, WI 53092
(262) 241-4770
Hours: {}
Wisconsin Property Tax Consultants
10206 N Port Washington Rd, Mequon, WI 53092
(262) 241-1500
Website: wptax.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Read Timothy T CPA
10134 N Port Washington Rd, Mequon, WI 53092
(262) 241-4119
Hours: {}
Marks Mitchell J CPA
10144 N Port Washington Rd, Mequon, WI 53092
(262) 478-0418
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Accounting Atelier
1025 W Glen Oaks Ln, Mequon, WI 53092
Website: www.accountingatelier.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Mequon City Assessor
11333 N Cedarburg Rd, Mequon, WI 53092
(262) 236-2952
Website: www.cityofmequonwi.gov/assessor
Hours: {"Friday":["8 AM–4:30 PM"],"Monday":["8 AM–4:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–4:30 PM"],"Tuesday":["8 AM–4:30 PM"],"Wednesday":["8 AM–4:30 PM"]}
Nyholm & Associates
1222 W Venture Ct, Mequon, WI 53092
(262) 241-7922
Website: www.nyholmcpa.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Hawkins Ash CPAs
11501 N Port Washington Rd # 220, Mequon, WI 53092
(262) 243-9610
Website: www.hawkinsash.cpa
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
About Tax Preparers in Mequon, WI
Finding a tax preparer in Mequon, Wisconsin, is a practical step for many residents, especially given the city’s mix of established professionals, small businesses, and families. Mequon’s economy includes a strong presence of health care, manufacturing, and financial services, which often means complex tax situations—from self-employment income to investment portfolios. Whether you’re a business owner navigating deductions or a homeowner managing property taxes, a local preparer understands Wisconsin-specific rules and can help you file accurately.
You might need a tax preparer in Mequon if your return involves rental properties, side businesses, or life changes like marriage or retirement. The community values personalized service, and a local professional can meet with you in person to review documents and answer questions. This face-to-face guidance helps prevent costly errors and ensures you take advantage of available credits or deductions.
BeforeTaxUSA.com helps you compare qualified tax preparers in Mequon based on your needs. Look for someone with experience in your specific situation, whether that’s small business taxes, investment income, or estate planning. A good preparer saves you time and gives you confidence that your taxes are handled correctly.
Frequently Asked Questions
What qualifications should a tax preparer have?
At minimum, a paid tax preparer must have an IRS-issued PTIN. Look for additional credentials like Enrolled Agent (EA) status, CPA license, or completion of the IRS Annual Filing Season Program. These indicate higher levels of training and accountability.
How much does tax preparation cost?
Simple individual returns (W-2 income only) typically cost $100-$300. Returns with itemized deductions, self-employment income, or rental properties can cost $300-$800 or more. Always ask for a fee estimate upfront before committing.
What documents do I need to bring to my tax preparer?
Bring all W-2s, 1099 forms, records of deductible expenses, last year's tax return, Social Security numbers for all family members, bank account information for direct deposit, and any IRS correspondence you have received.
BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.
Business owners: to update or remove a listing, email [email protected].