Hammernik & Associates

Hammernik & Associates

Reviews Summary

Customers consistently praise Hammernik & Associates for their exceptional service, professionalism, and expertise. Many highlight long-term trust, with some clients relying on them for decades. The team is commended for making tax preparation easy, efficient, and stress-free, often going above and beyond to address complex situations. Specific staff members are noted for their kindness, responsiveness, and ability to explain tax matters clearly. Clients appreciate the personalized attention, accuracy, and cost-effectiveness, with several mentioning significant refunds or savings discovered. The firm’s reliability and friendly approach make them a top choice for both personal and business tax needs.

About This Listing

Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
High-net-worth Individuals
Real Estate
Professional Services
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Remote Services
Years of Practice
CPA License

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

Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
High-net-worth Individuals
Real Estate
Professional Services
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Remote Services
Years of Practice
CPA License

Contact Information

Address

10777 Beloit Rd

Greenfield, Wisconsin 53228

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

I've been working with Hammernik & Associates since starting my small business about 2 years ago, and they?ve been great to work with. Their tax planning saved me over $13,000 this year, and they always make things easy to understand. Super helpful, easy to work with, and always there when I have questions. I definitely recommend them!

I have been using Hammernik & Associates for many years. They have always been prompt and professional. Everyone is always friendly. Which is very hard at this time of year for them! I would not hesitate to recommend them to anyone!

I have been going to Dale for years! Always the best always cares! Helps us in whatever Lori has always been great also! Everyone there knows there buisness. Very kind caring. Give it a try

We have been a client for almost 20 years. The service and friendly accommodating staff are great, but its the confidence and trust we have with this company that keeps us coming back. I highly recommend them if your looking for one of the best!

I've enjoyed working with Lori, Dave, and the team at Hammernik the past few years. Always communicative and makes tax season worry free for me, would highly recommend!

What matters to me is that my taxes are right, and for over twenty years, Dave has given me that confidence every single year. Working with him is a privilege?his expertise and no-bull approach are unmatched!

The best tax experience ever. We gathered or tax papers, dropped them off in a drop box outside the building, they completed them we signed documents online, made their payment online. Stress level zero.

I have worked with Hammernik for more than 20 years and have always been VERY pleased with their thoroughness in tax preparation.

Dave Biskup is thorough and very helpful and enjoyable. We would recommend him highly!

I have been a client of Hammernik & Associates for YEARS, and couldn't imagine being a client of another firm. Everyone has always been so kind, friendly, professional and helpful throughout the years. I've been extremely lucky to have met Dale Hammernik before there was even a Hammernik & Associates, and have remained a loyal client since then. I consider him a friend and an excellent CPA, and look forward to have him be my "tax man" for years to come. A special thank you and appreciation to Lori Beck,

Dale and his staff are extremely professional and knowledgeable. My taxes are ALWAYS finalized quickly and returned back easily explained. They?re always available for questions whether it?s on the phone or in person. The hours of operation make it easy for a client who works full time. They ALWAYS go above and beyond for their clients! I highly recommend their service! You will not be disappointed! Thank you Hammernik & Associates!

The level of personal service exceeds expectations. Even after we moved out of Wisconsin, we continue to use Hammernik & Assoc. long distance. Lori Beck always goes above and beyond. She is a true asset to this great company.

I decided to go with Hammernik & Associates because of the reviews here when we opened our small business this year and I'm glad I did! Nick has been great guiding us through everything. Lori at reception is also quick and efficient. It's great to find such a we'll run business and it's easy to see why they have an A+ rating with the BBB.

We've been pleased with the professionalism at Hammernik & Associates. Everyone has been easy to work with and they get the job done. The company is progressive in keeping up with information and technology.

We had a great experience. Nick was thorough and helped us navigate through a previous tax preparers? errors. Their technology made downloading and saving documents seamless and easy. Thank you.

Hammernik & Associates has been taking care of my tax needs for several years now and is top-notch in service, friendliness, and professionalism. They know the business and can break anything down for you to easily understand and process. Highly recommend!

As a new small business owner with little accounting experience, it was important to me to find a knowledgeable, patient resource. Nick and Brad have been essential in helping me get my books set up, tax planning and filing, and generally helping me plan for the future of my business. I appreciate their long-term view of our relationship, and know they will be an excellent resource as our business grows.

This was my first year working with Hammernik & Asscociates and so far I've had a very positive experience working with Nick and the other staff! As a fairly new small business owner, I needed lots of help getting my taxes in order and help understanding how taxes work for small business owners. Nick is very helpful and quick to respond to any questions I have regarding not only tax issues, but also will try to assist with general business operating questions as well. I'm very happy I switched to Hammernik

Hammernik & Associates provided trustworthy expertise at a time when I needed to reorganize my finances and file my taxes. Nick helped me get a substantial tax refund for two years of state and federal taxes that my former overpriced accountant missed. Nick was pleasant to work with and patient when answering my questions.

I have used free online applications to file my taxes for the past few years and have felt that I was not receiving all of my refund. I was referred to Hammernik by a few friends and was able to schedule an appointment with ease. The front desk staff goes above and beyond to make you feel welcomed and valued. The person I met with to go over my information was very professional and had my taxes done within a week. Overall it was a great experience and spending the extra money was well worth the investment

Dale & Dave have been extremely helpful. Starting a small business in Wisconsin can be somewhat of a nightmare, however, their guidance has led me on the right path and now I'm looking forward to next year's tax season! Thank you again Hammernik & Associates for the great service. ~Luis

Dave Biskup has been a pleasure to work with. It was the first time filing my taxes through Hammernik & Associates for both my individual and business related tax returns. Every step of the way has been a thoughtful experience and hope next year reflects this review. Thanks again! ~Ana

Dave has been doing my families taxes for over 25 years. Have always been able to count on Hammernick & Associates to have the latest knowledge of any new and updated tax laws. I can always rely on them to get me the most of my tax returns and done in a timely manner. Have never been disappointed.

I would highly recommend Nick Hammernick. Working with Nick has made the dreaded process of filing taxes such a breeze for my husband and me. Nick is extremely responsive and does an excellent job of explaining options and reasons for tax implications. The online portal makes it so easy to upload all of our documents to their secure site. Between Nick's expertise, the easy to use portal and the always friendly faces in the office, we will be customers for life.

Looking for Accounting Professionals for your business?? Hammernik and Associates will meet your needs. Our experience over many years has always been very good!! Their knowledge, integrity, and efficiency, has given us great service and peace of mind. Look no further!!

Dave has been doing my taxes over 20 years.i like his honesty and loyalty to his customers..i can ask him any question and he always takes the time to explain it .and if I need to do anything differently hes always there to give me that advice.on what is the best way to do it.i never ever worry about my taxes because it's done right and hes always up to date on everything..hes the man that will always do my taxes. thanks Dave for the great service. there business is a 10 star in my book..

Dave is GREAT. He has been doing our family's taxes for years and always finds us the most money he can. He takes the time to answer any questions we may have. Always gets our taxes done QUICKLY so we can get our refund FAST. It has been a pleasure having him do our taxes

I've used Hammernik and associates for four years now and will never prepare my taxes on my own again or use anyone else. They are smart, efficient, friendly, thorough and accurate. I would highly recommend them. They also care about others by raising funds for MDA and sponsoring special needs prom for example.

I highly recommend Hammernik and Associates. It is a pleasure doing business with a company that is professional, efficient and always available to answer questions. Lori is amazing at recognizing names, faces and even voices over the phone.

Expert tax and accounting services with up-to-date awareness of laws and tech.

Top notch service - highly recommend their customer service!

I had been using a much larger firm for my law office accounting needs for many years. I made a change to work with Nick Hammernick two years ago, and I am so very glad I did. I have found Nick to be fast, thorough and accommodating--and the accounting costs to my business have gone way down. Nick even discovered that my wife and I were being taxed on non- taxable sums paid for in home care for our special needs adult child. He refiled several years of taxes and we realized substantial tax refunds in ea

I own Free Style Graphics and we have been in business for 40 years and have been using Hammernik & Assoc. for our accounting and taxes the whole time.

Thank you to Dale and his professional staff, who worked on my taxes for 2019. Dale's knowledge and professionalism is unmatched. He took time to explain my tax situation and quickly resolve the issues I was having. Thank you Dale. Going forward they will always be my tax preparers!!

Dave always takes good care of us. Our taxes are always done quickly and accurately. He's always available to bounce ideas off or to answer questions we might have on the right direction to take to minimize the tax impact on us!

Dave Biskup has been doing my taxes for year. Being a single mom of a disable child, Dave knew all the tax laws that came along with caring and having my son still live at home with me. It?s great having Hammernik and associates in my corner. Dave?s the best.

As usual, Hammernik & Associates completed our tax forms on a timely basis, found substantial tax savings for us and made the filing easy. They also offered advice on tax planning for next year so we have a "game plan" in place for 2019. Great service and thank you!

Great company to take care of all your accounting needs. They are personable, professional and always there to help. So thankful for their expertise.

Been doing my taxes here for the past 5 years and won't look anywhere else. They are fast and efficient when it comes to taxes! Everyone is friendly and willing to answer any questions I may have.

They really know their stuff and work for small business owner!

Staff is knowledgeable and friendly. Very professional.

This was our first year getting our taxes done professionally and were very pleased with how quick we received our refund. Not only that, Nick was also able to find us a few things we missed on previous returns to save us even more money!

So glad I was referred to Hammernik and Associates this year. Nick was fast and efficient and was even able to find a credit I missed from last year, intern getting me a larger refund!! What more could I have asked for!! Thank you again for a great experience!!

Nick Hammernik was very helpful and never too busy to answer our questions. Everyone who works there is very professional and kind and answers our questions in understandable terms.

Staff are great! Good service.

Dale and his fine group of tax nerds have gone above and beyond for well over 20 years now. This year was no exception, with the passing of my sister in Florida l dumped everything on them and flew out. He somehow made sense of it. Great Job! Tim in Franklin

Hammernik and Associates has always done an outstanding job on my taxes for years. I recommend them highly. They offer fast and friendly service.

We've been a client of Hammernik & Associates for over a decade. All of the staff is very kind and easy to work with. We appreciate everyone & their hard work!

I would recommend David Biskup for all of your taxes needs. He is very professional and easy to work with. With many of the tax laws changing recently, it is much easier to have Dave do your taxes rather than do them yourself.

Great job by Dave as always.

I am a restaurant owner and I transferred all of my payroll, taxes etc. over to this group in 2017. My situation was very complex as I had just purchased the restaurant from an owner who left the Financials a complete mess. These guys have done such an incredible job getting all of our Financials in order, I would recommend them to any small business. My experience could not be any better.

We have had a great experience working with the team at Hammernik & Associates. They are extremely knowledgeable & very helpful. We couldn?t be happier with their service.

Very professional, knowledgeable & expedient!

Your taxes are done very professionally. They take pride in their service to make you feel comfortable. Great staff. I wouldn't go anywhere else.

We've been having our taxes done here for over 20 years. Very detailed, professional, thorough. Never have been disappointed in the work that they've done for us.

We have been going to Hammernik & Associates for over 15 years. We have had nothing but great experiences and appreciate the excellent work that we receive from Dale and his associates.

Dale has been doing my taxes for probably 30yrs. Very trustworthy. Have complete confidence in Hammernik & Associates

Met with Nick to get some consulting on a specific matter. After meeting with him a couple times I felt extremely comfortable and decided to commit to Hammernik & Associates for all of our business accounting needs.

Nick has been a true lifesaver in a time of need. I can?t thank him enough. Best decision I ever made coming to Nick and the rest of the firm.

I was referred to Hammernik & Associates from a coworker and was impressed by the services they provided. Dave did a great job for me.

Our subdivision changed to this company, during a pandemic and wide spread unemployment Hammernik hounds the homeowners for the yearly dues. I am not impressed the Hammernik in the four months they have been in charge. I believe in karma and stay away from Hammernik.

Dale and his team are responsive and professional. I feel confident and trust Hammernik & Associates expertise in all my tax and planning needs

Your money is the time you've traded your life to get. I wouldn't trust my money with anyone but Dale Hammernik. Integrity, expertise and compassion. He's THE BEST!!

I have used them for the past 15 years! Great people who treat you right and take care of you. I?d have been lost several times over without their help throughout the years!!

Nick was exceptional with helping me out with organizing and filing my rental unit depreciation requirements. It was greatly appreciated.

I would recommend Hammernik & Associates. I received good value and insightful strategy not only for our personal taxes, but also my small business

Excellent service. Been using them sincerely 2003, now my father and mother in law use them too.

We?ve had our taxes done by Dale for 25 years and will continue. Quick and accurate:)

Dave has been doing my taxes for years. And happy with the fast service,..

They always do a great job. Have used them for years.

My husband and I have been going here for 4 years. It?s super quick and easy, fits perfectly into my schedule!

Very good service fast responses

We have been doing business with them for years. They do a great job.

Hammernik and Associates does an excellent job! They have helped me immensely.

Awesome new experience with the team at Hammernik! Like hitting the easy Button.

Great experience, good service and I know when they are done, they are done right. Thanks

I have recommended them and will continue to recommend them. They are good people to work with.

Hammernik & Associates meet and exceed my expectations every year. Truly the best!

Went to see these guys to correct our taxes and do our current taxes. Incredibly thorough, fast, and convenient!!

I'm a procrastinator so these guys have always been there to bail me out at the last minute. No question, they're good!!

Great customer service! Always get the job done quick

Very professional. Treated well by all. Recommended to family!

Dale and his associates does great job

Great company, very helfull and taxes were done very quickly.

Great, team, service and experience. Thank you!

Awesome accountants ( shout out to Vickie Ballard) and great people!

Handled everything great with me and my separated wife.

Professional and friendly staff who will get the job done! We have been a client for years, and haven't been disappointed!

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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