D & M Accounting Services Inc

D & M Accounting Services Inc

Reviews Summary

D&M Accounting receives overwhelmingly positive feedback, with most reviews praising their knowledgeable, friendly, and efficient staff. Long-term clients highlight consistent accuracy, prompt service, and exceptional support for both personal and business taxes. Many appreciate the team's professionalism, attention to detail, and willingness to go above and beyond. However, a few negative reviews cite significant errors, poor communication, and unresponsive service under new ownership. The majority strongly recommend their services, emphasizing trust and reliability, while dissenting voices warn of costly mistakes and lack of accountability in rare cases.

About This Listing

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Outsourced Accounting
Small Businesses
Mid-size Businesses
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits

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
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Outsourced Accounting
Small Businesses
Mid-size Businesses
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits

Contact Information

Address

N96 W18221 County Line Rd

Menomonee Falls, Wisconsin 53051

Hours

Sunday Closed
Monday 8AM-4:30PM
Tuesday 8AM-4:30PM
Wednesday 8AM-4:30PM
Thursday 8AM-4:30PM
Friday Closed
Saturday Closed

Customer Reviews

They provide the client with a checklist of applicable items required to properly complete a tax return which makes organization easy on the client?s part. This is the only thing they did right which became moot. The amount owed that they came up with was well over $12000. I knew right away that this was incorrect and had to contest it. A preparer agreed to review the return and found that after all was said and done only $1800 was owed. Really, a $10000 error? My favorite part about my story is that no one

Our family business has worked with D&M Accounting for over 30 years. The D&M Team have been great to work with! They are friendly, professional, efficient and fun! They go above and beyond to get things done with a smile. We would highly recommend D&M Accounting.

We have been working with D&M Accounting for almost 8 years and they have taken very good care of our business and personal tax needs. I have worked personally with Mary since day one, and NEVER had an issue. I highly recommend Mary and the D&M Accounting team!! Dean Fence Erectors Inc.

I have been using D & M for my taxes going on five years now. I highly recommend them, especially Bev! She is always professional and timely and does excellent work. I feel confident every tax season!

I looked to Bev for support with my personal taxes since 1993, then in 2003, she provided impeccable support as I was a first-time business owner. Her meticulous attention to tax matters ensured I never encountered overlooked details. Her precision is unparalleled. I appreciate her seamless, effortless and non-intimidating approach. With over 30+ years of expertise, her professionalism and warmth instill confidence in all of her clients! I highly recommend her to anyone including my very own parents who ha

D&M has be the accounting firm of my choice for many years. Bev has always been willing to accommodate my often unusual requests concerning my business payroll. Her work has always been without error. I feel like she is a good friend although we have never even met in person!

We have been a client of D&M Accounting since 1992. They do our corporate tax returns, and Mary does our company payroll. The service is always professional and efficient. They take the time to explain tax issues and give sound advice.

My business has been working with D&M Bookkeeping for over 20 yrs! They have helped me so much over the years! Most of all I can?t thank Beverly enough for all that she?s done to help my business prosper! Would recommend Bev and the whole staff at D&M Bookkeeping over and over again!

We have worked with D&M Accounting for over 25 years and they have been beyond exceptional. I have worked personally with Bev for the same amount of time, we have NEVER had an issue. I highly recommend Bev and and the D7M Accounting team!!

Service was fine until new ownership took over. Once new ownership came in, the quality of service went to zero. Rude service and mistakes all over the place. Had to find another company at the end of the tax year.

D&M has been doing our Family's taxes for many years and we always receive prompt service at a fair price resulting in a maximum refund. Keep up the good work!

I had no intention of doing my taxes for 2023 and happened to find D&M where Katie was helpful and knowledgeable. She even showed me the Homestead Act which got me a few thousand dollars.

I've been going here for years. Everyone is so willing to go out of their way to help clients. Jason has done fantastic keeping up the A1 service since taking over. I have all my family and friends go here for business and personal accounting needs.

D&M Accounting Services has taken care of us for many years. Mary is our contact accountant and has assisted us in many different accounting issues/questions, with always a result. They are knowledgeable and always helpful, very accurate and makes sure we are on always on track. We would highly recommend them. Thank you,

D&M has friendly staff and affordable services. I have total confidence in their accuracy and knowing I'm getting the best return possible at tax time. The help I received in setting up my small business took the guess work out of it and let me focus on the creative side of my work. Thank you D&M!!

We've used D&M Accounting for the past several years, through both work and retirement years. They've not only saved us money year after year, they've done it with courtesy, care, and accuracy. When we moved to the East Coast for three years, we continued to use D&M services, and it was a better decision than the one we made to move East! We can't say enough good things about the entire staff there.

Connie and her office team do a great job of taking care of us. They handle both our personal and business duties and are very knowledgeable. We have been with Connie for many years. I would highly recommend D & M Accounting Services.

Beware! This company prepared my tax return, and unfortunately, my experience was far from satisfactory. The company made costly mistakes, and what's more concerning is the apparent lack of concern or remorse displayed by their team. I am deeply disappointed with the level of service and professionalism, and I strongly advise caution to anyone considering their services.

Love the staff and environment at D&M Accounting. They always take the time and do things right the first time and do a great job of working with you to get what they need and keep you in the loop. The owner is the kindest person you will meet and your experience will be nothing but the best!

I can't get into great detail but all I can say is great service. Connie has been doing my taxes for years and she is always willing to answer any questions any time and that includes during some of the busiest times of the year. It's great having a piece of mind knowing your personal taxes are in good hands.

Connie and her team at D & M Accounting are the absolute best in the business! They have helped me personally and professionally! They are game changers in their field and I would highly recommend using them for any accounting needs you may have!

I?ve been coming here for years now, and the service is outstanding! Every employee here wears a smile and truly cares about you. The employees of D&M Accounting have values and wisdom that are simply unmatched.

Connie and her staff have been doing my taxes since 1995! Connie herself, has gone above and beyond more than once to take care of some "delicate" tax issues that I have faced after the loss of my Dad and then several years later the loss of my Mom. Words can't express how much I appreciate Connie, and her staff!

I've been using D&M Accounting for years now and am a very satisfied client. Extremely prompt responses to calls/emails, fast and accurate turn-around with my taxes. Couldn't ask for more.

Wish I could give 0 stars! AVOID at all costs!! 2021 tax return resulted in $32 thousand dollar error and 2022 tax return resulted in $13 thousand dollar error. Staff is horrendous and doesn?t care at all about their mistakes. Go anywhere else if you value your money!!!!

Look out. If they make mistakes, you get the blame. Did use them for years, and things we're okay. But then discovered some bigger errors in the past year, tried to work through it with them, and I got the blame for it. And these were sloppy errors too. They probably offer good service on the whole, but not in my case. Will likely get about $4600 back from the IRS when they're fixed.

I work with Bev if it was not for her i am not sure if my business would of made it. She is a lifesaver!

Katie H. was very helpful with my taxes, she corrected an error that was missed by TurboTax

Connie is the best and always makes things easy for us when it is time to file our taxes every year! Thanks D&M for all you do!

The staff at D & M does excellent work and I would highly recommend them.

Incredible customer service! You?re treated like an actual human being versus a number on the books. Would highly recommend because of the friendliness and knowledge base of everyone there!

Very knowledge, patient and great to work; also quite efficient

Everybody was so helpful, patient, and kind! I will be using their services every year. Highly recommend!

A great place to go! Positive staff who know what they are doing always make interactions enjoyable.

Lack of communication and professionalism. I don?t recommend their service.

First year with them 2018. Awesome service.

They helped me with everything that I needed!

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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