*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.*
1433 N Water St Suite 400
Milwaukee, Wisconsin 53202
So beyond pleased with the service I received from Matthew at Peak CPAs. I have self filed for the past 8 years but this year I ran into some complications due to being a remote worker. Navigating the tax world has always been semi confusing to me but Matthew made it very easy to understand. He is extremely knowledgeable and was able to complete my filing very quickly which helped alleviate my stress. 10/10 recommend Matthew and will be using Peak CPAs again next year!! Give him a call if you want great ser
I worked with Matthew Arndt from Peak CPAs to address submittal of a form needed subsequent to our income tax filing. Matt was incredibly responsive, informative, and helpful in all regards. I will absolutely be using Matt for all tax needs in the future.
I contacted Peak CPAs with questions relating to tax forms. Matthew wrote me back quickly and with the secure document upload we could continue the conversation on a Zoom meeting after he reviewed my documents. I look forward to working with Matthew again for future tax needs.
I met with Matthew via zoom which was incredibly convenient for me. I watch my grandchildren a lot and it was difficult to get away so this was a wonderful way to start off! Matthew took the time to listen to my story with all of its details, he didn't interrupt and he was very professional. Even though my taxes sounded complicated to me, I'm sure they were simple to him but he didn't make me feel like I was stupid or anything. He just listened and asked a couple of questions and then told me the process.
Working with Matt has been the best experience with a CPA that I could have imagined. His expertise is exactly what I was looking for. I came in with several years worth of back taxes to file and I am confident that I am in great hands. This is definitely a connection and relationship that I hope to keep and build upon for years to come! Thank you for all of your hard work and excellence, Matt!!
I am extremely satisfied with Matthew at Peak CPAs. His communication was timely, thorough and respectful. I had always filed my taxes online by myself but encountered an issue this year. At a time when no other local tax preparers were responding, Matthew's timeliness and expertise was immensely appreciated. I could not be more grateful to have everything fixed and have peace of mind for next year. I would highly recommend working with Peak CPAs.
I was looking for a local CPA to help me with my individual and business tax returns and reached out to the Peak CPA office with my inquiry. The office replied courteously and offered to schedule the first virtual appointment to go over the items that I would bring to my first in-office appointment later. I was very satisfied with the service rendered at the Peak CPA office. I appreciated the straight forward scheduling system and an option to reschedule my appointment when it was necessary. The tax return
Matthew has taken extraordinary care of my finances. I trust his knowledge and expertise wholeheartedly! I?m so grateful for his help that comes from a genuine desire to serve and make the world a better place. I highly recommend him for any questions you may have with a dollar symbol next to it.
Great experience working with Matthew on our taxes. The expertise, attention to detail, and responsiveness make his CPA services an easy recommendation.
I recently worked with Matthew on my taxes. I have used accountants in past years, but no one has been nearly as patient and professional as Matthew! Part of the experience I appreciated most about Matthew was that he was able to explain my taxes to me in a way I understood. I?m not a tax expert, this isn?t my scope, and he was easily able to help me understand my finances! I was also dealing with an uncommon IRS problem, which Matthew was able to work through and solve. Even though it was an uncommon and u
I have used Matt Arndt at Peak CPAs to do my taxes for the last few years and extremely satisfied with his knowledge, service and expertise in the industry. Matt is professional, has superior credentials, explains things well and a genuine person. He is a trusted tax advisor and would recommend him to anyone looking for help with their personal or corporate taxes.
My experience with Matt at Peak CPAs was very professional, personable, straightforward and smooth flowing. Matt is a true expert when it comes to income tax preparation. He is honest, prompt, result oriented and kind. Thank you Matt for your hard work and for getting me the best possible returns. Looking forward to working with you in the years to come!
Peak CPAs? Matthew Arndt is everything you look for in a financial advisor, wealth manager, and accountant. Smart, precise, and knowledgeable. Matt has a strategic sense for business growth and development, an unwavering commitment to integrity, and an expansive knowledge base. As an attorney working on complex corporate and partnership matters, I routinely deal with complicated tax issues for clients. When I encounter technicalities that fall outside of my realm of expertise, Matt is the first person I cal
Matthew is a phenomenal CPA. He takes all of your tax worries and handles them with ease. His professionalism shows through his work ethic and he genuinely cares about providing you the best service possible. I recommend him with the highest regards.
Matthew Arndt is incredibly knowledgeable, professional and genuinely wants to help you financially in the best way possible. I had a difficult financial situation and he took care of it with ease. The expertise and attention to detail in dealing with my situation saved me a lot of money and gave me peace of mind! He will be doing my taxes from now on! I highly recommend him for any of your financial needs!
Can't go wrong with Matthew. Dealing with taxes and everything that has to do with backend business has always gotten in the way of focusing on my craft. This is the very first time I have dealt with a CPA and Matthew's knowledge was clearly evident from the very first conversation we had. Not to mention he was very professional, relatable, and polite. I'm looking forward to years of going back to him for my tax solutions. Highly recommend to anyone searching for a CPA.
I have had such a great experience working with Matt at Peak CPAs. He has been extremely attentive, understanding, and helpful as I worked through managing finances and taxes for my LLC. I started this business with little experience with or knowledge of the financial side, and Matt has made the process much less stressful. I highly recommend Peak CPAs.
I have been a client of Matt Arndt for over 10 years. As a financial advisor, Matt exceeds my expectations at every level; portfolio returns, communication, trend-spotting and responsiveness. Throughout all the market turmoil this past decade, Matt always provided calm, clear, rational assessment and a go-forward strategy. Entrusting one?s life savings to an advisor can be a most stressful experience. Place your trust in Matt and you will be most satisfied. Jack
Matt Arndt is an A+ accountant - he is responsive and extremely smart. We went to Matt to help us determine the best corporate structure for our company. While traditional accountants looked at the situation generically, Matt provided advise specific to our situation and gave us very good advice. We are glad we took the time to seek his counsel before making a final decision. We will continue to go to Matt to augment our team of financial and accounting advisors.
Matthew helped us through a really complex tax year that included job changes, relocations, and remote work. He provided professional guidance and an almost immediate response time. I plan to work with him again in the future would highly recommend his services to anyone.
I switched from a larger tax preparation company to Peak CPAs and I'm glad I did. Matt Arndt was professional and thorough and treated me like a valued client instead of a bunch of numbers. The personalized service and years of experience gave me peace of mind that my taxes were in good hands, something that I wasn't sure about with other tax preparers in the past. Highly recommended checking out Peak CPAs if you want exceptional service for your taxes.
Like most, Taxes are not my favorite thing. Matt made the process painless providing me the highest level of comfort knowing his level of integrity and ethics. He explains things in a clear manner and provided me my information back in an organization packet that I can file and forget. I highly recommend Matt and his expertise for anyone wanting to know its done right!
Matt Arndt is a shining example of a great CPA. After dealing with my prior CPA?s mistakes, he patiently guided me through simple and complex parts of my tax filings. Couldn?t recommend more, definitely talk to Matt for any tax needs.
Matt was super personable, friendly, and incredibly helpful with preparing my taxes. I look forward to working with him in the future!
I highly recommend Peak CPAs. Matt is extremely easy to work with very knowledgeable. He takes time to make sure he understands all of your tax needs and great at communication. I am happy I switched to Peak!
As a small business owner I need all the help that I can get... Matt is very thorough in his all of work and does a great job of assisting me to prepare for the year ahead. It is wonderful to have someone I trust in this area so I know my taxes will be done correctly the first time, every time.
Highly recommended. Best place for all your tax needs. Peak CPAs has been my go-to expert for handling my taxes for several years. They are professional, experienced, and knowledgeable. They are quick, efficient and easy to work with. Do yourself a favor and hire them!
Matthew was fantastic! He took care of returns for multiple years, and the process was easy and seamless from start to finish.
Great customer service! Easy to schedule a meeting with the option to connect via zoom and very easy to do online business. I will definitely continue to do business with them.
Matthew was very helpful with my complicated taxes. I appreciate how quickly he responded and how he went above and beyond. Highly recommend him.
I highly recommend Matthew Arndt of Peak CPAs. Over the years he has helped me wade through complicated tax returns and has helped me with financial issues. I look forward to continuing to work with him.
This was my first time getting my taxes prepared by someone else, and I thought that Matthew was very helpful and responsive to any and all questions I had regarding specific concerns I had with my taxes.
Matt is extremely knowledgeable, articulate, to the point and helpful for answering basic questions, I simply didn't know to get my business going! Thank you Peak CPA's!
Excellent experience. Matthew has our complete confidence to prepare our returns in a timely and professional manner. Thank you Matthew.
Great professional CPA service. They are very responsive and knowledgeable. I appreciate the transparency and genuine care for the work they do while providing great value.
It was an awesome experience with Peak CPAs and Matthew, highly recommended, efficient, professional,
Very knowledgable, informative and helpful. Highly recommend.
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.