Tax Preparations in Appleton

“We highly recommend Watermark Financial Services. We have been with Brandon for over 10 years and he has guided us through tax returns and financial advice to creating our retirement portfolio. He is there whenever we need advice and he also contacts us periodically to go over our investments. Brandon is easy to talk with and explains in a way that we can understand. Brandon and his staff are top notch! We appreciate all he has done for us and now our family.“

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“I've done taxes with David and Liz for more than 5 years! They are so patient, kind and helpful. The whole team is organized with reminders, checklists and other things so that while I'm working on my business, I know my taxes will be taken care of. If you're on the fence about working with them, get off! You won't find anyone better or more caring in Wisconsin.“

“Has helped me with my taxes for 15 years and has always been very knowledgeable and very easy to work with. Very friendly and very dedicated to his work. Great pricing as well.“

“Tina M. Kleckner EA, CAA from Integrity in Tax & Accounting, LLC is very knowledgeable, where other certified and acceptance IRS agents wanted to charge me an arm and a leg, Tina charge me an affordable price. Where other certified and acceptance IRS agents told me that I can't go back in taxes, and that I must wait until it's 2021 tax session for filing an ITIN for my son, she confirmed that ITIN doesn't have a date attached to it and that we can go back 3 years. When I phoned because I was going to be late for my appointment, she accommodated me, without making me wait. The appointment went super fast because she knew what she was doing. After my appointment I had to wait for my ride, their warm and friendly staff offered me a refreshment. I felt at home in their office practice that was super clean and tidy with a warm and welcoming spirit. Thank you Tina and Integrity in Tax & Accounting staff. I'll be back, even though it takes me an hour to get to Appleton!! :) :) :)“

“Marinela Diko was great as well as professional in helping me with my taxes this year“

“Awesome company to work with. I use them for my business and am very glad I do! My questions are always answered and the team goes above and beyond to help. Highly recommend!“

“Bob is very thorough. He does not miss anything! He helped when we really needed it. I would recommend Bob to everyone.“

“Outstanding service!! I would highly recommend Nancy's Tax service to anybody looking for someone to do their taxes. Ying was incredibly easy to work with, took the time to explain everything for me, and even found mistakes from my previous tax preparer who I paid an outrageous amount of money for. Is so wonderful to go to somebody who I don't feel intimidated by and have confidence that they are looking out for my best interest.“

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“We have been doing our taxes with Glen for many years and he has our full trust. Thank you for always doing a wonderful job.“

“I am a current employee at KerberRose and love working with my team. Everyone is positive, with high integrity and patience. I see my co-workers communicating thoroughly with clients and having a passion to serve each client in the best way possible meeting more than just their tax and accounting needs but advisory, consulting, and investing as well. I would choose KerberRose for my business and personal accounting and tax needs.“