*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
5225 N Ironwood Rd Suite #110
Glendale, Wisconsin 53217
I had not filed my taxes for 5 years and I was so stressed about dealing with the State of WI and the IRS. Affinity Tax found my name on a delinquent tax website. They reached out to me. They truly were an answer to prayer. Previously I saw ads for bigger national companies, which only worked with the IRS. I tried to reach out once and they were very aggressive with getting me to go with them. It felt so uncomfortable, I stopped looking for tax help, and my tax issues were increasing by doing nothing.
Max did an excellent job of making the daunting process of completing my federal and state taxes, very simple & pain free!?? His numbers were precise and he was quickly responsive to my emails & phone calls. I am beyond satisfied & highly recommend everyone to use Max's service.????
Max was introduced to me as an accountant last year when I was audited and i needed help to understand. He had me back on track and explained all of what had happened in a day. He helped fix my past and did my taxes all without me leaving the comfort of my home. Easy, fast, with really competitive pricing. Max will be my new tax guy until i die.
I was sold from the first initial call I gave to Max. I heard in his voice, the care and concern about helping me. Very professional and yet down to earth. I highly recommend him to everyone I know.
Max is a true professional. I?m very satisfied with his services and will be coming back in the future. 100% recommend
Max Levin has turned my tax preparation nightmare into a simple and manageable solution. Long story short I was an independent contractor thru various rideshare and food delivery services (the gig economy lifestyle) while enjoying the fruits of my labor, I went year after year avoiding the tax system altogether until it became unavoidable. I reached out to Max after holding on to a mail piece I received previously knowing I would need to make the call sooner or later. After meeting with Max. He broke dow
Mr. Levin is exactly what we miss from the good ole days, a true professional who gave me a free consultation on the past couple years of tax returns, very kind man and knows his stuff. Come through folks, this is the real deal!
Max worked wonders for both my Wife and I's tax situation. Definitely will be returning for this companies services again.
Max has been very help with all my taxes. It felt like someone had my back when it came to tax season.
Max lives up to his name maximizing our tax refund! He's thorough, yet efficient, and he knows the tax code extremely well. We switched to Max several years ago after he double-checked our returns we had done at H&R Block and reduced what we owed by a couple hundred dollars. He even amended our previous 3 years of returns. We're so lucky to have found such a great tax guy!
I recommend Affinity tax experts to anyone. Always a Wonderful experience with Max and his team year after year. Professional, efficient, reliable! Great to have confidence in someone who helps with our taxes and other accounting needs who we know will make sure we don?t pay more taxes than we need to! Call them today!!!
Max has been doing our house's taxes for like 6 years now. He does a great job! He gets the job done quick and let's me know if I'm missing anything. I couldn't be happier with his services.
Max has been helping out my family filing taxes since 2021. We had a complicated tax situation during COVID. Max made the process so easy and was transparent with every step. We are so grateful to have him help us every year. We have told other friends to use Affinity Tax Experts and they have said similar amazing things. I fully trust this company to handle our taxes for as long as they?ll take us.
Max did an excellent job. He is fast efficient and very personable. He always keeps up on all the latest tax information so I always feel very confident when I use his services. Highly recommend.
We have been working with Max for years. He is always very efficient and helpful in getting us our maximal refund! We?d recommend him to anyone who wants a painless and quick tax return process!
I highly recommend Affinity Tax Experts in Glendale! I needed help getting my father's taxes in which are complicated, and Max helped us, quickly and efficiently! My elderly father was so satisfied with the experience with Max. And my dad is not easy to keep happy!! Thank you Max. We are coming back next year, God willing!
Max has been doing my husbands taxes for his whole life and now that we are married does our combined taxes. he?s always been really quick, flexible and affordable. He is very trustworthy and knows how to do taxes very well!
Excellent service! Max has been doing our personal and business taxes for around 10 years. Always very thorough and quick! Hassle free and able to answer any questions I have. Highly recommend.
Max has filed our taxes for my wife and I the last few years and we have nothing but good things to say. He always has finished them very quickly and has gotten us a great refund. Fantastic job!
Highly recommend Affinity Tax services. I have been a client of Max's for years. He is incredibly responsive to questions and thorough in his work. I couldn't ask for a better tax expert.
Max has been helping me with my taxes for years. He is friendly, knowledgeable, and helps me get the most refund back. I highly recommend him!
Excellent tax services. I've been going to Max Levin repeatedly for years. He is efficient and professional. I always get a quick response whenever I reach out to him. I always feel confident I will receive good service every tax season and will be returning next year. 5/5 work.
Max did an excellent job!! So happy l found him!!
Love Max!! Seriously best around. I've been going to him ever since he started. Extremely professional and personal to whomever he works with. Love you man thanks for everything.
Helped me turn my tax problems into a solution. Very calm and knowledgeable. Thanks Max!
Max was fantastic and really easy to work with. He made the process simple and streamlined. I would highly recommend Affinity Tax Experts!
Max Levin has been amazing to work with over the years. He is always prompt, thorough, and responsive. I highly recommend his services!
Max Levin is great-I?ve been going to him for over 5 years now. He?s smart, efficient and always makes the tax filing process as smooth as it can be for his clients!
Great service. He takes this job very seriously!
I thoroughly enjoy working with Max. He completed my returns with speed and efficiency. I highly recommend him to others!
Max is the man!! Efficient, communicates immediately and has always gotten me the largest returns each year. Ill be sticking with him as my go to accountant for quite some time.
I have been working with Max for the past three years, handling my personal and small business taxes. He is thorough, prompt and knowledgeable!
I've been using Affinity for years now for myself and my business. I recommend them to all my friends, family, and coworkers. Their level of professionalism and promptness make a painful process easy.
Affinity group was quick, efficient and patient with showing me examples of documents that I did not understand. He worked with me to get the most out of my taxes. Very professional and will be using them to do my taxes from now on!
Highly trusted experts who put your best interests first; helping you understand your taxes/finances so you can worry about all the other parts of your business. Fast turn around and easy to reach for questions and help.
My family and I were using this tax preparation service for may year and are always happy with it. Max is always on top of things, always takes time to explain the details and provides the best advice.
Max is the best. He always finds ways to get the most out of our return. Great person too. 10/10.
Great experience and Max was well prepared with each visit.
I've been working with Max for years. He is professional and has helped me not only save money but also make money. Thank you!
I highly recommend LGA Tax Services. I have been using them for years, very reliable and timely. They set the gold standard for Tax Service.
Great service at a great value, I?ve been going here for years. Max is very personable and helpful with all of my tax needs.
After years of trying different accountants; I finally feel like I?m at home. Max even made me some hot chocolate!
I?ve been using this service for 34 years and they never let me down, they will work with you and find the best way to get you the most you deserve?
Fantastic experience! Max is knowledgable, friendly and patient. I would highly recommend.
Max provides a great service, at a great value. I would highly recommend!
Max is very knowledgeable. Helped resolved issues very quickly.
Reliable, professional, and trustworthy. Tried other tax services in the past but always came back to this one.
Had a great experience with Affinity Tax Experts. Highly recommend!
I've been going here for years. If you want your taxes done right, you'll do the same.
Thank you so much for the years worth of great service!
thank you so much for all the work you have done for me throught the years
Excellent service, did more than I imagined. Very smart
Easy to work with. Resolved my tax issues and put me at ease.
Affinity Tax Experts, specifically Max, helped me with some complex tax issues
Service that starts with a smile! Has helped me a ton!
Max is the best in the biz!
Very efficient! I highly recommend!!
Very professional and courteous
Great people, great work!
Now THAT is how you do my taxes!
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.