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BEST RATED MILWAUKEE, WI ACCOUNTING FIRMS

3 Best Accounting Firms in Milwaukee, WI

Expert-recommended Top 3 Accounting Firms in Milwaukee, Wisconsin. All of our accounting firms actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Nelson Tax Accounting, Ltd - Milwaukee, WI Accounting Firms - Professional Team Image
Nelson Tax Accounting, Ltd - Milwaukee, WI Accounting Firms - Office Exterior Image
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3+ YEARS IN TBR
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NELSON TAX ACCOUNTING, LTD

(5.0 Score)
4404 West Oklahoma Avenue,
Milwaukee, WI 53219 Directions

Since 1978

Specialty:

✓ Small Business Accounting ✓ Payroll Services ✓ Succession Planning ✓ New Business Formation ✓ Non-profit Organizations ✓ Tax Preparation Services ✓ Tax Planning ✓ Tax Problems ✓ Non-filed Tax Returns ✓ Get Your IRS File ✓ Income Tax and Financial Planning ✓ Estate Planning ✓ Reconcile Your Bank Account ✓ Generate An Income Statement ✓ Generate A Balance Sheet ✓ IRS Problems ✓ IRS Solutions ✓ QuickBooks Services

"Nelson Tax Accounting, Ltd is a family-operated firm that has been providing accounting and tax services in Milwaukee for 47 years. The firm serves individuals, estates, small to mid-sized businesses, executives, and independent contractors. Nelson Tax Accounting, Ltd provides prompt, accurate, and thorough services aimed at maximizing returns, managing risk, and improving profit predictability. Using reliable resources, they prepare tax returns for individuals, businesses, estates, and trusts while keeping tax obligations at the lowest legal level. Nelson Tax Accounting, Ltd also offers guidance to help clients make informed financial decisions and addresses all queries affecting their taxes and finances. Consultations are available upon request.

2026 Update: Nelson Tax Accounting, Ltd works in collaboration with financial advisors when needed to support personal financial planning as well as estate tax planning. The firm places strong importance on ongoing professional education to strengthen technical expertise, financial knowledge, and the quality of service provided to clients."

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License #1B17437

Contact:

(414) 481-6812

Tax Season Hours(Jan 15th-Apr 14th)
Mon-Fri: 9am - 8pm
Sat: 9am - 4pm
Sun: Closed
Offseason Hours(Apr 15th-Jan 14th)
Mon-Thu: 9am - 4pm
Fri & Sat: By Appointment
Sun: Closed

TBR® Inspection Report:

The Neal Group, LLC - Milwaukee, WI Accounting Firms - Professional Portrait Image
The Neal Group, LLC - Milwaukee, WI Accounting Firms - Office Exterior Image
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11+ YEARS IN TBR
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THE NEAL GROUP, LLC

(4.9 Score)
3001 West Layton Avenue, Greenfield,
Milwaukee, WI 53221 Directions

Since 1984

Specialty:

✓ Accounting ✓ Bookkeeping ✓ Cash Flow Management ✓ Bank Reconciliation ✓ Income Statements ✓ General Ledger Management ✓ Balance Sheets ✓ Payroll Management ✓ Internal Control Systems ✓ Non-profit Startup ✓ Part-time CFO Services ✓ QuickBooks Services ✓ Succession Planning ✓ Starting a Business ✓ Strategic Business Coaching ✓ Tax Preparation ✓ IRS Representation ✓ Tax Planning ✓ Estate Planning

"The Neal Group, LLC is led by founder Jon Neal, who has over 40 years of experience in public accounting. The firm focuses on closely held businesses and their owners, helping them achieve their financial goals. The Neal Group, LLC team provides a full range of accounting, taxation, and consulting services while maintaining personal attention for each client. They serve small businesses and individuals throughout the Milwaukee area, and they offer professional support at reasonable rates. The firm advises clients on strategies to improve business profitability and manage finances effectively. Clients receive personalized and responsive service from dedicated accounting professionals. Consultations are available upon request.

2026 Update: The Neal Group, LLC works with businesses of all types to develop accounting and tax solutions tailored to their specific needs. Their objective is to help clients stay organized, manage tax obligations effectively, and make informed financial decisions. The firm takes a proactive approach by going beyond tax return preparation, supporting clients with planning, financial understanding, and decision-making throughout the year."

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License #N055877

Contact:

(414) 325-2040

Mon-Thu: 8:30am - 4:30pm
Fri-Sun: Closed

TBR® Inspection Report:

Metz CPA - Milwaukee, WI Accounting Firms - Team Meeting Image
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METZ CPA

(4.8 Score)
3804 West Vliet Street,
Milwaukee, WI 53208 Directions

Since 1978

Specialty:

✓ Small Business Accounting Services ✓ Payroll ✓ Part-time CFO Services ✓ Audits ✓ Reviews ✓ Compilations ✓ Cash Flow Management ✓ Bank Financing ✓ Business Valuation ✓ Strategic Business Planning ✓ Succession Planning ✓ New Business Formation ✓ Internal Controls ✓ QuickBooks Services ✓ Tax Preparation ✓ Tax Planning ✓ Short Sale/foreclosure ✓ Reconcile Your Bank Account ✓ Generate An Income Statement ✓ Generate A Balance Sheet ✓ Clean Up Your General Ledger ✓ Cash Management ✓ Tax Saving Strategies ✓ Budget Preparation and Monitoring ✓ Financial Reports ✓ Monthly Reconciliation

"Metz CPA specializes in accounting, consulting, and financial services for small and mid-sized businesses. The firm was founded by John S. Metz and provides client-focused solutions to help businesses achieve their objectives. Services are offered for business owners, executives, and independent professionals. The firm maintains a national audit and assurance practice with a geographically diverse client base. Metz CPA core values guide the firm as it adapts to changes in technology, regulations, and laws. Experienced professionals handle bookkeeping and support clients in managing their finances. The firm also operates a branch in Phoenix.

2026 Update: Metz CPA WI allows you to customize your service package by including payroll services, business tax planning, business tax preparation, or other financial services. These services reduce the need to manage, update, and maintain your own systems. Free direct deposits are also available."

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License #M116611

Discount:

Save up to 20% on the newest version of QuickBooks.

Contact:

(262) 784-9606

Mon-Fri: 9am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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NELSON TAX ACCOUNTING, LTD REVIEWS

I've worked with a lot of different accounting firms over the years, both for business and personal and these guys are by far my favorite. MJ is incredibly responsive and helpful, he knows the rules surrounding almost any business situation offhand and can explain how to optimize your recording and filing in plain English without needing to be asked. In short, they genuinely seem like they proactively have my best interests at heart.

They are great. I've used them for years for my taxes and they are very quick and nice. You can send them all your documents electronically, and they are quick and responsive through email or phone. They have my business for life, for sure.

I cannot say enough good things about Nelson Tax Accounting. I have been working with Mark Jr. for several years now and I could not be happier! He and his staff have been amazing to work with. Highly recommended.

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THE NEAL GROUP, LLC REVIEWS

I’ve been working with The Neal Group for over 11 years, and they’ve been nothing short of exceptional. From handling my personal taxes to navigating the complexities of my real estate business, they’ve always been professional, thorough, and incredibly reliable. Their knowledge, accuracy, and proactive advice have saved me time, money, and stress year after year. I truly trust them with every aspect of my financial picture. If you're looking for someone who combines deep expertise with genuine care and integrity, look no further — they’re simply the best.

I became a customer of The Neal Group a few years ago when I started my own small business and felt overwhelmed by the process of filing my taxes. They have been preparing and filing my personal and business tax returns ever since, and the process is always very seamless and easy for me. Thank you Neal Group.

The Neal Group is just what we needed to take our business accounting to the next level. Jon's knowledge and resources are priceless.

METZ CPA REVIEWS

We highly recommend Blake and Dana! We're making some changes in our business and Blake is excellent to work with. He is very knowledgeable and patient with our many questions. Dana does our work and she is excellent to work with as well.

Blake and his team are amazing! Easy to use client portal where you complete all of your personal information and upload documents. The team is quick to answer any questions, super knowledgeable and kind. They work with me throughout the year to optimize my personal finances and make tax season as painless as possible. Couldn't recommend higher.

Blake helped me out with my taxes this past year and made everything very easy. It was nice to view all the documents in the Metz Portal that he needed me to fill out and he was very quick. 10/10 would recommend Blake and his services.

TBR® Inspection Score Report

NELSON TAX ACCOUNTING, LTD Total Inspection Points: 119/120
Social Media: 9
Business Hours: 10
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Reviews Study: 10

TBR® Inspection Score Report

THE NEAL GROUP, LLC Total Inspection Points: 118/120
Current Evaluation: 8
Business Hours: 10
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Social Media: 10

TBR® Inspection Score Report

METZ CPA Total Inspection Points: 115/120
Current Evaluation: 8
Reviews Accuracy of : 8
Social Media: 9
Business Hours: 10
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Online Appointment: 10
Real Discounts: 10