Security Finance
★★★★★ (185 reviews)S30w24896 W Sunset Dr Suite 108, Waukesha, WI 53189
(262) 446-3310
Website: www.securityfinance.com/locations/waukesha-wi-1549?utm_source=googlebusiness&utm_medium=organic&utm_campaign=locallistings
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"]}
H&R Block
★★★★★ (126 reviews)205 E Sunset Dr, Waukesha, WI 53189
(262) 542-9022
Website: www.hrblock.com/tax-office-near-me/wisconsin/waukesha/46731/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {"Friday":["1–6 PM"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["Closed"],"Tuesday":["Closed"],"Wednesday":["10 AM–2 PM"]}
Jackson Hewitt Tax Service
★★★★½ (113 reviews)2120 E Moreland Blvd # S, Waukesha, WI 53186
(262) 347-3620
Website: office.jacksonhewitt.com/tax-preparation-services-locations/en/wi/waukesha/2120-east-moreland-blvd/11408?utm_source=google&utm_medium=local&utm_campaign=local&utm_content=11408
Hours: {"Friday":["Closed"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["4–8 PM"],"Tuesday":["1–5 PM"],"Wednesday":["Closed"]}
Liberty Tax
★★★★½ (102 reviews)1355 S West Ave, Waukesha, WI 53186
(262) 290-4946
Website: www.libertytax.com/14422
Hours: {"Friday":["Closed"],"Monday":["10 AM–2 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["4–8 PM"],"Tuesday":["Closed"],"Wednesday":["Closed"]}
EWH Small Business Accounting
★★★★½ (88 reviews)20670 Watertown Rd, Waukesha, WI 53186
(262) 796-1040
Website: www.ewhsba.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"]}
The Tax Team
★★★★★ (57 reviews)912 E Moreland Blvd, Waukesha, WI 53186
(262) 549-9495
Website: thetaxteam.tax
Hours: {}
Lucida Tax + Accounting Solutions
★★★★☆ (61 reviews)20633 Watertown Ct, Waukesha, WI 53186
(262) 860-1724
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"]}
Drake & Associates LLC
★★★★½ (40 reviews)20965 Crossroads Cir, Waukesha, WI 53186
(414) 409-7226
Website: drakeandassociates.net
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"]}
Convenient Tax Service
★★★★½ (38 reviews)820 Philip Dr, Waukesha, WI 53186
(262) 574-9266
Website: www.weloveyourtaxes.com
Hours: {}
Broesch & Co., S.C.
★★★★★ (27 reviews)1601 E Racine Ave # 101, Waukesha, WI 53186
(262) 542-0852
Website: www.broeschcpa.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"]}
Chortek LLP
★★★★★ (19 reviews)N19W24133 Riverwood Dr #305, Waukesha, WI 53188
(262) 522-8227
Website: www.chortek.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"]}
Riverwood Law & Tax, S.C.
★★★★★ (18 reviews)W240N1221 Pewaukee Rd, Waukesha, WI 53188
(262) 446-8145
Website: riverwoodlaw.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"]}
Accounting Systems Waukesha
★★★★½ (19 reviews)S30W24784 W Sunset Dr, Waukesha, WI 53189
(262) 436-0880
Website: www.accsystwi.com
Hours: {"Friday":["9 AM–2 PM"],"Monday":["9 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–4 PM"],"Tuesday":["9 AM–4 PM"],"Wednesday":["9 AM–4 PM"]}
DJA CPAs, S.C.
★★★★★ (15 reviews)W233 N2080 Ridgeview Pkwy, Waukesha, WI 53188
(262) 544-4899
Website: djacpas.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"]}
Smrecek & Co., S.C.
★★★★★ (13 reviews)N14W23777 Stone Ridge Dr Suite 220, Waukesha, WI 53188
(262) 542-3311
Website: www.smrecekco.com
Hours: {"Friday":["7:30 AM–6 PM"],"Monday":["7:30 AM–6 PM"],"Saturday":["8 AM–4 PM"],"Sunday":["Closed"],"Thursday":["7:30 AM–6 PM"],"Tuesday":["7:30 AM–6 PM"],"Wednesday":["7:30 AM–6 PM"]}
Midwest Accounting Services
★★★★☆ (14 reviews)2400 W Sunset Dr, Waukesha, WI 53189
(262) 547-1717
Website: www.midwestaccounting.net
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"]}
Focused Tax Solutions
★★★★½ (13 reviews)N16W23233 Stone Ridge Dr #150, Waukesha, WI 53188
(262) 827-1500
Website: www.focusedtax.com
Hours: {"Friday":["9 AM–3 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"]}
Partners Tax Lawyers - Waukesha
★★★★★ (11 reviews)219 South St, Waukesha, WI 53186
(262) 425-5954
Website: partnerstg.com/tax-attorney-waukesha-wi
Hours: {"Friday":["8 AM–8 PM"],"Monday":["8 AM–8 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–8 PM"],"Tuesday":["8 AM–8 PM"],"Wednesday":["8 AM–8 PM"]}
Acker Behl Accounting LLC
★★★★½ (11 reviews)1260 Sentry Dr Suite 160, Waukesha, WI 53186
(262) 896-0888
Website: www.ackerbehlaccounting.com
Hours: {"Friday":["Closed"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–4:30 PM"],"Tuesday":["8 AM–4:30 PM"],"Wednesday":["8 AM–4:30 PM"]}
DeRemer Agency
★★★★★ (9 reviews)W240N1221 Pewaukee Rd, Waukesha, WI 53188
(262) 549-1650
Website: www.deremeragency.com
Hours: {"Friday":["8:30 AM–6:30 PM"],"Monday":["8:30 AM–6:30 PM"],"Saturday":["8:30 AM–12 PM"],"Sunday":["Closed"],"Thursday":["8:30 AM–6:30 PM"],"Tuesday":["8:30 AM–6:30 PM"],"Wednesday":["8:30 AM–6:30 PM"]}
Lake Runner Tax Services
★★★★★ (7 reviews)2607 N Grandview Blvd Suite 131, Waukesha, WI 53188
(262) 782-7224
Website: lakerunnertaxservices.com
Hours: {"Friday":["9 AM–6 PM"],"Monday":["9 AM–6 PM"],"Saturday":["9 AM–12 PM"],"Sunday":["Closed"],"Thursday":["9 AM–6 PM"],"Tuesday":["9 AM–6 PM"],"Wednesday":["9 AM–6 PM"]}
Betters & Associates, S.C.
★★★★½ (8 reviews)21095 Watertown Rd, Waukesha, WI 53186
(262) 798-8160
Website: bettersandassociates.com
Hours: {"Friday":["7 AM–5 PM"],"Monday":["7 AM–5 PM"],"Saturday":["7–11 AM"],"Sunday":["Closed"],"Thursday":["7 AM–5 PM"],"Tuesday":["7 AM–5 PM"],"Wednesday":["7 AM–5 PM"]}
Por Ella Tax Service
★★★★★ (6 reviews)305 E Main St, Waukesha, WI 53186
(262) 475-0455
Website: m.facebook.com/porellatax
Hours: {"Friday":["10 AM–6 PM"],"Monday":["10 AM–6 PM"],"Saturday":["9 AM–6 PM"],"Sunday":["Closed"],"Thursday":["10 AM–6 PM"],"Tuesday":["10 AM–6 PM"],"Wednesday":["10 AM–6 PM"]}
INCOME TAX PATTY & SERVICES
★★★★★ (6 reviews)518 Scott Ave, Waukesha, WI 53186
(262) 278-4088
Hours: {"Friday":["9 AM–8 PM"],"Monday":["9 AM–8 PM"],"Saturday":["9 AM–6 PM"],"Sunday":["9 AM–6 PM"],"Thursday":["9 AM–8 PM"],"Tuesday":["9 AM–8 PM"],"Wednesday":["9 AM–8 PM"]}
Andaloro Smith & Krueger CPA's
★★★★★ (5 reviews)N19W24200 Riverwood Dr STE 310, Waukesha, WI 53188
(262) 544-2000
Website: www.askcpas.com
Hours: {"Friday":["8:30 AM–12 PM"],"Monday":["8:30 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–4 PM"],"Tuesday":["8:30 AM–4 PM"],"Wednesday":["8:30 AM–4 PM"]}
Financial Solutions
★★★★☆ (5 reviews)1900 Airport Rd a, Waukesha, WI 53188
(262) 542-5200
Website: www.fsplanners.com
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"]}
Waukesha Tax Service
★★★★★ (4 reviews)1507 E Sunset Dr Suite 135, Waukesha, WI 53189
(262) 544-4451
Website: tax.waukeshacounty.gov
Hours: {"Friday":["7 AM–5 PM"],"Monday":["7 AM–6 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["7 AM–6 PM"],"Tuesday":["7 AM–6 PM"],"Wednesday":["7 AM–6 PM"]}
Wegner CPAs
★★★★☆ (4 reviews)20800 Swenson Dr Suite 450, Waukesha, WI 53186
(262) 522-7555
Website: www.wegnercpas.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"]}
Legacy Build LLC
★★★★★ (2 reviews)N19W24400 Riverwood Dr, Waukesha, WI 53188
(920) 212-7389
Website: www.thelegacybuilt.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"]}
Walkowicz, Boczkiewicz & Co SC
★★★★★ (2 reviews)1800 E Main St, Waukesha, WI 53186
(262) 548-0444
Website: www.wbcosc.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"]}
Mc Kibben Kenneth L CPA
★★★★★ (2 reviews)1733 Manhattan Dr, Waukesha, WI 53186
(262) 542-0302
Hours: {"Friday":["10 AM–3 PM"],"Monday":["9 AM–4:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–4:30 PM"],"Tuesday":["10 AM–4:30 PM"],"Wednesday":["10 AM–4:30 PM"]}
AJS Financial, LLC
★★★★★ (2 reviews)741 N Grand Ave #202, Waukesha, WI 53186
(262) 875-4046
Website: ajs-financial.com
Hours: {"Friday":["9 AM–3 PM"],"Monday":["8:30 AM–5:30 PM"],"Saturday":["10 AM–1 PM"],"Sunday":["Closed"],"Thursday":["8:30 AM–5:30 PM"],"Tuesday":["8:30 AM–5:30 PM"],"Wednesday":["8:30 AM–5:30 PM"]}
EAB Accounting
★★½☆☆ (3 reviews)820 Philip Dr A, Waukesha, WI 53186
(262) 542-6300
Website: www.waukeshaaccountant.com
Hours: {"Friday":["9 AM–4 PM"],"Monday":["9 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–4 PM"],"Tuesday":["9 AM–4 PM"],"Wednesday":["9 AM–4 PM"]}
Waukesha County Treasurer
★★★☆☆ (2 reviews)515 W Moreland Blvd # 148, Waukesha, WI 53188
(262) 548-7029
Website: www.waukeshacounty.gov/treasurer
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"]}
JL Tax & Accounting Inc
★★★★★ (1 reviews)2727 N Grandview Blvd, Waukesha, WI 53188
(262) 650-6598
Website: jltaxaccounting.com/contact-us
Hours: {"Friday":["9 AM–3 PM"],"Monday":["9 AM–3 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–3 PM"],"Tuesday":["9 AM–3 PM"],"Wednesday":["9 AM–3 PM"]}
MnZ CPAs
★★★★★ (1 reviews)741 N Grand Ave #303, Waukesha, WI 53186
(262) 225-7056
Hours: {"Friday":["9 AM–6 PM"],"Monday":["9 AM–6 PM"],"Saturday":["9 AM–1 PM"],"Sunday":["Closed"],"Thursday":["9 AM–6 PM"],"Tuesday":["9 AM–6 PM"],"Wednesday":["9 AM–6 PM"]}
Lentz William H CPA
★★★★★ (1 reviews)Riverwood Dr, Waukesha, WI 53188
(262) 544-2000
Hours: {}
Spruce CPA, S.C.
★★★★★ (1 reviews)N19W23993 19 W23993, Ridgeview Pkwy, Waukesha, WI 53188
(262) 522-7900
Website: www.sprucecpa.com
Hours: {"Friday":["9 AM–12 PM"],"Monday":["9 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–4 PM"],"Tuesday":["9 AM–4 PM"],"Wednesday":["9 AM–4 PM"]}
Hoye & Associates Ltd
★★★★★ (1 reviews)820 Philip Dr A, Waukesha, WI 53186
(262) 549-1700
Hours: {}
Forensic Accounting Corp
★★★★★ (1 reviews)221 E Sunset Dr, Waukesha, WI 53189
(262) 226-4440
Website: forensicaccountingcorp.com/locations/waukesha
Hours: {}
Grandview Tax Services
914 S Grandview Blvd, Waukesha, WI 53188
(262) 650-3175
Hours: {}
Great Lakes Tax Relief
Stone Ridge Dr Suite 100A, Waukesha, WI 53188
(414) 771-9200
Website: greatlakestaxrelief.com
Hours: {"Friday":["9 AM–3 PM"],"Monday":["8 AM–7 PM"],"Saturday":["10 AM–1 PM"],"Sunday":["Closed"],"Thursday":["8 AM–9 PM"],"Tuesday":["8 AM–7 PM"],"Wednesday":["6 AM–9 PM"]}
Butterfly Tax Accounting & Bookkeeping Services
431 Gascoigne Dr, Waukesha, WI 53188
(262) 212-0828
Hours: {"Friday":["7:30 AM–8 PM"],"Monday":["7:30 AM–8 PM"],"Saturday":["9 AM–7 PM"],"Sunday":["Closed"],"Thursday":["7:30 AM–8 PM"],"Tuesday":["7:30 AM–8 PM"],"Wednesday":["7:30 AM–8 PM"]}
TaxBurners
20835 Watertown Rd, Waukesha, WI 53186
(262) 798-1220
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–7 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–7 PM"],"Tuesday":["8 AM–7 PM"],"Wednesday":["8 AM–7 PM"]}
Sorge CPA and Business Advisors, S.C. - Waukesha
2240 N Grandview Blvd #2, Waukesha, WI 53188
(608) 221-2253
Website: www.sorgecpa.com
Hours: {}
About Tax Preparers in Waukesha, WI
Waukesha, Wisconsin, is home to a diverse mix of small businesses, manufacturing firms, and healthcare employers like ProHealth Care. With a growing downtown and a strong local economy, residents often face complex tax situations—from freelance income to real estate investments or multi-state returns. Whether you’re a sole proprietor in the city’s business district or a family navigating deductions for home improvements, a local tax preparer can help ensure accuracy and maximize refunds.
Choosing a preparer in Waukesha means working with someone familiar with Wisconsin state tax laws and local economic factors. They can assist with everything from self-employment taxes to property tax credits unique to the area. A qualified professional also reduces the risk of errors or audits, saving you time and stress.
Before hiring, verify credentials like a PTIN or CPA license, and ask about experience with Waukesha-specific tax scenarios. A good preparer will offer clear communication and upfront pricing, helping you file with confidence.
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].