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KMJ Tax and Accounting Inc.

KMJ Tax and Accounting Inc.

Reviews Summary

The overwhelming majority of reviews praise the professionalism, efficiency, and friendliness of this accounting firm. Customers highlight timely tax preparation, clear communication, and excellent service for both personal and business needs. Many appreciate their accessibility for questions without extra charges. While most experiences are positive, one review mentions significant delays and lack of progress on tax preparation, describing it as unprofessional. Long-term clients consistently recommend the firm for accurate, thorough work and value their new virtual services. Multiple reviewers note years of reliable service with no IRS issues.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

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
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

Contact Information

Address

16642 W National Ave

New Berlin, Wisconsin 53151

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-3PM
Tuesday 9AM-3PM
Wednesday 9AM-3PM
Thursday 9AM-3PM
Friday Closed
Saturday Closed

Customer Reviews

We dropped off our taxes on April 1st and were told we were cutting it close and "may" need to file an extension. No big deal...except that turned into telling us they wouldn't be done until the beginning of June, then they said mid July and then it was by the beginning of August. Finally, we went and just picked up our paperwork. Nobody had even started on working on them! Very unprofessional and disheartening. A little honesty goes a long way!

Great and detailed work at KMJ Tax & Accounting. Everyone I work with is very friendly and knowledgeable. A cool and convenient new service they added this year is a virtual walk through/breakdown of your tax return. Joe(accountant we work with) films and narrates the breakdown of where our excellent return came from. This video is then emailed to you(password protected) and he is available to schedule a follow up phone call with for any further questions. I would highly recommend KMJ Tax for any of your ac

KMJ Tax and Accounting has done my taxes for more than 5 years now. They are pleasant to work with, have ALWAYS prepared my taxes in a timely manner and are available to answer any questions I have. Never an issue with the IRS; no audits, no questions, nothing. Pleasant!! It is February 11, 2022 as I write this review and my taxes have already been filed, thanks to KMJ Tax and Accounting.

KMJ Tax & Accounting has been our personal accountant for years. In 2013 my husband and I opened a small business and signed up KMJ to do our business accounting. We could not be happier. Joe and Jen are accessible and explain accounting principles in an easy to understand manner.

KMJ is a great accounting firm for small businesses. The value that they offer is exceptional, and at an affordable rate. They're always available for questions without charging by the minute like some firms do. Great service for any small business's needs!

The staff at KMJ Tax and Accounting were very efficient at getting all the information they needed from me to prepare my return correctly and economically. I recommend them for all your accounting needs.

Very impressed!! First time client. Brought my items in within a week of deadline and they filed an extension. Four days later they called me to say they were done. Will definitely recommend!!

Joe and his staff provide prompt and accurate information on all accounting related issues I?ve ever had. Strongly recommend KMJ Tax and Accounting.

Very knowledgeable staff and friendly. Totally trust them to do a good job with my taxes! Quick return time.

They are so friendly there and they do an awesome job on my taxes every year I would recommend them to anybody

Great people to work with, fast and thorough.

Professional, friendly staff who get things done on time.

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.