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Beaugrand Tax & Accounting LLC

Beaugrand Tax & Accounting LLC

Reviews Summary

Customers consistently praise Josh and Beaugrand Tax & Accounting for their professionalism, knowledge, and responsiveness. Reviews highlight timely service, clear communication, and exceptional support for both personal and business tax needs. Many appreciate the personalized attention, reliability, and cost-effective solutions. Clients frequently recommend the service, noting trustworthiness, efficiency, and a client-focused approach that simplifies complex tax matters. The overall sentiment is overwhelmingly positive, with long-term clients expressing strong loyalty.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers

Contact Information

Address

6233 Durand Ave C

Mt Pleasant, Wisconsin 53406

Visit Website Call Now Get Directions

Customer Reviews

We've worked with Josh and Beaugrand Tax & Account, LLC, for our digital marketing agency for years, and he's been awesome to work with! Highly recommend reaching out to him if you're looking for help!

I have enjoyed the expert accounting care of Beaugrand Tax & Accounting LLC for coming up on 9 years. I'm thankful that Josh is looking out for my needs as it pertains to accounting and interacting with government institutions He is also conscious of my budget restraints and goes the extra mile in informing me of cost efficient strategies even if it is recommending other business partners. I am confident he will exceed your expectations with his responsiveness and attention to detail.

A few years ago I went on the search for a new accountant, one that Dave Ramsey would recommend. I was so happy to have found Beaugrand Tax and Accounting. We have trusted Josh with both of our businesses and our personal taxes over the years and have been very happy that we made the change from our previous accountant. We had tried for many years to get out of debt but every April we would get slammed with a HUGE tax bill, putting us further behind in spite of our efforts to put money aside for taxes.

Josh was a life saver for me. My husband always prepared our taxes but when he passed away this year I was left to figure this out for myself. I called Beaugrand Tax and Josh was able to assist me with the documentation I needed to gather and he was able to prepare my tax return in a professional and timely matter. I can't thank him enough for helping me making sure I got my taxes filed on time.

Josh has been doing my taxes for four years now. Always timely and not over priced. He is patient with questions and makes sure I understand everything. Today while traveling between his offices he was kind enough to drop off my returns to my house. He is a class act with his service.

Josh is professional, knowledgeable, and reliable. When I needed help with my 1099 he was there for me. He answered any questions or concerns I had promptly and professionally. If you have him prepare your taxes I know you won't go anywhere else. Josh is the best in Milwaukee.

I recently hired Josh to do my taxes after my accountant of many years was failing to do his job. Josh came in immediately, handled business effectively, in a speedy way and he took out all the guess work for me and handled all the tedious/annoying tasks for me. I highly recommend Josh!

I have been doing business with Beaugrand Tax & Accounting for several years and have always been very pleased with the service. Josh is very professional, timely, personable, and always about keeping the client happy. I would highly recommend this business!

I would highly recommend josh for your tax and accounting needs. He has prepared my taxes for many years. He is knowledgeable and makes the process as easy as possible. Any time I have had a question he responds in a timely manner and takes his time to make sure my question is answered. I wouldn?t consider going anywhere else.

Josh is very knowledgeable. He is timely and professional. I trust Josh very much to do my taxes and have recommended him to family and friends!

I am very happy with Beaugrand Tax & Accounting for my tax preparation and planning as well as my small business CPA needs. The Service response is always immediate, professional and easy to understand.

Josh has been with me since I have opened my business 1 year ago. He?s extremely professional and responsive and helps me stay on top of what I need to do as a small business owner. I highly recommend him.

Beaugrand Tax and Accounting was very timely and responsive to my questions. They are very knowledgeable and helpful. I would recommend Beaugrand Tax and Accounting to anyone regarding taxes and business needs.

I have been a client of Beaugrand Tax & Accounting for the last several years and have always been pleased with the outcome. They?re professional, friendly and my taxes always come back in a timely manner!

Josh and team has been huge asset for myself and my business. He is incredibly responsive and knowledgeable. I know my financials are in the right hands with Joshua

I highly recommend Josh to prepare your taxes. He is flexible, accommodating, and goes above and beyond for his customers!

Friendly, fast, and accurate.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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