*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.*
11414 W Park Pl #202
Milwaukee, Wisconsin 53224
I've had the pleasure of working with Daniel and his team since 2019. I'm very impressed with their thoroughness, knowledge, and communication. An excellent CPA firm!
If you?re looking for tax preparation pros, look no further! We had the best experience doing our taxes with this team. We were specifically looking for expertise with real estate investments which they are the best in. They are so professional and knowledgeable and answered our questions every step of the way. Not only did they do our taxes for this year, they helped us complete a revision for a previous year and were able to find us a significant amount of returns that we would have otherwise left on the
Daniel and Dan both did an outstanding job. They helped get my old returns amended and navigated my current return after switching over from another firm. Great service and would highly recommend.
Daniel and Dan are great tax partners to work with and I can't speak more highly of them. I needed to find a reliable CPA firm to help me with my personal tax as I run a short-term rental real estate investing business. They are very knowledgeable about real estate related tax rules, walked me through the ins and outs of topics such as cost segregation, short-term rental, bonus depreciation etc. They helped me successfully filed tax return and materially enhanced my tax situation. Their service fees are
Daniel is a very professional, tech savvy and helpful accountant. In a very old-school and antiquated industry. He provides really useful tools for beginner owners and investors getting into real estate. We had 2 sessions to discuss all the accounting factors around owning a rental. Most professional services only care for the big guys, but to get there you need good support and I can trust Daniel to help me out. Great work Daniel and looking forward to continue to work together.
As a new real estate investor, I am so happy I found My Online Accountant, and Daniel and his team. They have been instrumental in helping me navigate my taxes as a new investor. They have even set up a new webinar course to help people get started in what they need to do as part of the tax set up requirements, deductions, etc. If you are a real estate investor, I highly recommend My Online Accountant.
Daniel and his team are an integral part of my business. His team is knowledgeable, professional, and on top of my business needs. Not only can Daniel and his team help you with tax basics, but they can help you get strategic in understating various tax strategies. I?ve worked with My Online Accountant for 2 years and they?ve helped me in every step while my business is growing. If you are investing in real-estate, you know that a solid team is important, and My Online Accountant is just that, an excellent
Knowledgeable, responsive, and pragmatic advice for beginner real-estate professionals. Daniel and My Online Accountant are very approachable and willing to take time to field your questions. They are the only accountants I saw that offer a great introduction package, giving (2) 1-hour sessions to teach you about real estate accounting. This was excellent as it made me much more confident in asking the right tax questions, prepping my bookkeeping, and being ready for tax season. I used their services for
Daniel and his team are very knowledgeable professionals and were our first choice in seeking assisting with our tax needs last year. This team will not only help with your basic taxes but also take it a step further with specializing in real estate taxes, which can be particularly complicated to do unless you have expertise in this field. This is why we didn't think twice about who we'd be working with again this year. Working with Daniel's team was a seamless, simple process and our return was exceptional
Daniel and his team have been my CPA?s? for many years. They are honest, helpful, professional and communicate clearly. I trust them with all my taxes and they have never disappointed. Highly recommend!
I had to opportunity to speak with Daniel about Tax Strategies for my investment firm. He mention to be about his Real Estate Tax Strategies Course that he offers. This course is amazing and all his videos went straight to the point, beat around the bush like other courses I wasted my time on. It speaks on LLC, bookkeeping, setting up for tax requirements, and compliance, etc. I highly recommend My Online Accountant to anyone especially those who are in Real Estate Investors.
Took Daniel's new Real Estate Tax Strategies course Part I and I found it very helpful to get a foundational understanding of how to set up our first real estate investment correctly from a tax/accounting/bookkeeping perspective. Daniel provides clear examples, concrete suggestions and recommends software to help implement. Overall very helpful, looking forward to Part II!
First year hiring someone to help prepare my taxes - my situation had gotten far beyond my area of expertise and it was time. The team was incredibly responsive, easy to work with, insightful with ideas to mitigate liability within the tax code, and achieved a far larger refund than I thought was possible. Thank you and look forward to working with you in the years to come!
Daniel Hyman has been instrumental to the growth of my new real estate portfolio. Being a new investor and purchasing my first few homes all in the same year, taxes were a daunting task that terrified me. Daniel was happy to walk me through the process though. He helped me develop a profit and loss statement, explained exactly what documents I needed, and all other important information for filing my taxes. I know he saved me a lot of money as well, and I would definitely recommend his services. Using a clo
I have been working with Daniel and MyOnlineAccountant for a few years now. I'm a passive real estate investor and it was important to me to find a CPA who specialized in this field. I found Daniel on Bigger Pockets and he came well recommended. My experience with him has been stellar. He keeps things very simple and utilizes an online portal to aggregate relevant documents. Simply upload and he goes to work! He's very easy to get ahold of and is always responsive to any concerns I may have. I have enjoyed
Daniel is fantastic and we highly recommend working with him. He is professional, knowledgeable and is available to answer questions as our needs change. This is the first time we feel comfortable working with an accountant and we look forward to working with him the future.
Dan and his team have been great. With their systems in place, it was very convenient to upload all the docs required for tax season. With just a few emails back and forth, I was done with taxes! Def a huge peace of mind going with Dan and his team on doing quality work
Daniel and his team are great to work with! Very responsive and very detailed! They communicate well and work with you to make everything a smooth process!
The My Online Accountant team has been absolutely fantastic. They have provided me outstanding service and support for my personal taxes and real estate investments. The fact that they do all of their business online makes it fast and convenient. I highly recommend them to anyone looking for a highly professional and efficient CPA.
I found this company on my Quickbooks. I have been a customer for over a year now. I am very pleased with the personal attention. I am a client that needs a certain degree of guidance and that is always provided. I also appreciate that Daniel is located in my hometown ,however, completely not necessary! He is very trust worthy.
The folks at my online accountant have done a great job and worked hard for us over the past 3 years we have used their accounting services. They have always given us honest, friendly and prompt help for anything we need with our small businesses. We look forward to continuing our great business relationship with them.
Working with Daniel and MyAccountantOnline since last November. They helped setup my books and took time to explain the proper way to handle my books. Also very insightful with tax strategies and very thoughtfully answering tons of my questions when filing my maxes this year. Highly recommend.
Daniel H is a pleasure to work with! Customer service is very important to me and he exemplifies that. If you are in need of tax help, accounting or business guidance, then Daniel definitely should be your guy.
June 21, 2018 To Mr. Hyman, I want to thank you, Mr. Hyman, for helping me with this year's taxes on my duplex. This was the first time I used a CPA firm (My Online Accountant) and it was worth it since I saved money in the process. I was searching the internet for a good CPA in Milwaukee and I noticed that My Online Accountant had good reviews. I called and had the opportunity to speak with you, and you explained the entire process in assisting me with my taxes. I am especially grateful to you, Mr. H
Real Estate Tax Strategies online course was extremely helpful, provided an excellent overview for those looking to start investing in real estate as a means of sheltering income and ultimately generating income. This answered a lot of questions in very quick, digestible presentations.
They have been a huge help with my real estate investing business. They always seems to have an answer or suggestion whenever I'm in a dilemma. They have been super patient and very willing to walk me through step by step processes with any aspect of accounting as well as helping me with Quickbooks online. They are very accommodating and professional and always quick to respond to inquiries.
Daniel is great, even though I am on the over side of Lake Michigan, It's just as though he is right across the street. He's always there for any questions or help. I am happy to suggest My online accounting to any small business looking for an approachable way to get there accounting in order. thanks, Martin in Michigan
I've been working with Daniel and his team for the past year, great service, convenient and easy to use system, they made the process simple and even reached out to me this month to check on things and review my situation before next year's tax season. Definitely recommend
Daniel Hyman has been an excellent resource for me. I run a non-profit and he has sat on my board and offered consistently sound and helpful accounting advice. Very knowledgeable and a real pleasure to work with.
I've worked with Daniel for a few years now and it was a pleasure every time! Efficient, affordable, very professional, great communication...I can't say enough good things. Very worthwhile to check out My Online Accountant.
As a startup business I was looking for more modern tools, paperless tracking, and someone to help with my books and taxes. These guys stepped up and filled that need perfectly. I received upfront pricing and was notified of any changes necessary. Communication was excellent. I look forward to an on going relationship to help my business grow. Thanks!
I "met" Daniel on Bigger pockets when I was looking for a CPA to help me with my taxes. He's been really helpful with it and he's taught me a lot with taxes and business. I highly recommend him to anyone who needs help with taxes.
Having consulted with Daniel regarding several RE investment issues over the past several years, it's quite clear that he and his knowledgable colleagues at My Online Accountant know RE investment bookkeeping and taxes, inside out, as well. I highly recommend MOA to anyone looking for highly professional, super competent and high touch virtual accounting firm!
I really enjoyed the course. Superb without fluff!! It was packed with valuable information but very easily understandable. I feel very confident to make educated decisions with the information taught by Daniel's course.
Honesty, integrity, competence and dedication from a family man. What else is there in a quality accounting firm. I highly recommend Daniel ! He definitely know how to improve the bottom line of any business!
Daniel and his team did a great job with our taxes. Process was easy to send the documents to them.
Our business works with Daniel who is very friendly and professional. He has given us advise on how to streamline our bookkeeping as well. I would recommend them highly.
Daniel Hyman has made using an accountant online pretty easy. He is honest, available to answer questions and is thorough. I highly recommend him.
I've been a customer for over almost 3 years. The service is prompt, courteous, competent and responsive to my needs. If you are looking for honesty and straightforwardness in your financial services experience - you've found it.
My Online Accountant provided a great experience. They were quick, diligent, and very easy to work with. Everything is online and extremely simple. I would highly recommend them!
The people at My Online Accountant are very knowledgeable and very helpful in creating order out of chaos during tax season! I would use them again in a minute! Excellent service.
Knowledge, honesty and integrity are what you're looking for in an accountant. My Online Accountant is your one-stop-shop for all of those! They are also a pleasure to deal with!
Daniel is amazing, he did things on my taxes I could have never thought to do. Can't wait to work with him again next tax year!
We had a wonderful experience with myonlineaccountant. The process was smooth and easy. I definitely recommend using them for your accounting needs.
I would highly recommend Daniel and his team if you are looking for someone who knows the ins and outs of real estate accounting. I'll be working with Daniel for the foreseeable future.
My Online Accountant has been a tremendous resource in helping us out with our accounting needs, especially with our property in Madison. Thank you!
Best accountant I've ever worked with! Fast, reliable, diligent, and best of all - great value! Highly recommend.
Daniel is smart, honest, available and a friendly CPA! A pleasure and easy to work with remotely!
The service that Dan and company provides is second to none! We are very satisfied and we look forward to growing our business with their support.
Mr. Hyman is professional, kind and a pleasure to work with. I would highly recommend him to anyone looking for all types of tax services.
Daniel was very responsive to any and all questions. Even the dumb ones. Very happy with the service and price!!
The My Online Accountant take their profession seriously and have outstanding customer service. I highly recommend.
Daniel is professional, extremely reliable, and a pleasure to work with!
Mr. Hyman took care of what I needed for my business tax return quickly, smoothly and with a smile.
Daniel is great! Very knowledgable and wonderful to work with.
Daniel has been nothing but helpful to me especially when it comes to answering questions that I have.
Daniel was knowledgeable, thorough and took time to answer all my questions. Thank you, Daniel!
Great work and communication. Their quotes have always been spot on.
Excellent customer service, up front pricing, attention to detail, very positive experience.
Listened to each question I had and provided helpful answers for my situation
Great job all around. Incredibly pleasant to work with.
Efficient, knowledgeable and timely. Excellent service. Thanks.
Professional, personable and timely?- would recommend!
Great to work with! Excellent team!
Understands the numbers and a pleasure to work with.
Great advise for small businesses
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.