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RDK Tax & Accounting

RDK Tax & Accounting

Reviews Summary

The majority of reviews praise the service for its reliability, expertise, and personalized care, with many long-term clients highlighting thorough tax preparation, fair pricing, and responsive support. A few negative reviews cite unprofessional behavior or dissatisfaction with fees, but most customers highly recommend the service, emphasizing consistent quality and trustworthiness over years of use.

About This Listing

Accounting
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Local Tax Credits
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

Accounting
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Local Tax Credits
Remote Services

Contact Information

Address

10915 W Lincoln Ave

West Allis, Wisconsin 53227

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9:30AM-4PM
Tuesday 9:30AM-4PM
Wednesday 9:30AM-4PM
Thursday 9:30AM-4PM
Friday 10AM-2PM
Saturday Closed

Customer Reviews

I've been working with Bob for my taxes for the past 5 years, and he consistently does excellent work. As a sales rep with variable commission income, tax season used to be stressful for me, but Bob has made it much more manageable. He's provided helpful advice on withholding and contributions that has really improved my financial planning. His fee of $275 is very reasonable considering the quality and thoroughness of his work. I plan to continue using his services and have recommended him to friends an

I have been using RDK Tax and Bob for a while now. Very knowledgeable and caring. Always top quality work.

Reliable, honest, thorough, and efficient. I've been using RDK for a few years now. Highly recommend.

Being a family run business is just one of the reasons why we value Bob/RDK for our taxes returns. Our family has entrusted Bob to file our taxes for decades. Whether you have a straight forward return or you have business expenses Bob will work diligently to ensure that you get the maximum refund available. Bob will even review your current reporting status to see if there are other ways to save you money. If you want to be more than just a number you will be coming to the right place. We wouldn't tru

I've recently started having RDK do my tax returns and I've always been pleased. The two Roberts (father and son) are great to work with and they make everything a breeze. They just set up a portal for me to drop off all my tax stuff and that's pretty much it on my end. They are also open to answering tax return related questions, which is also great.

My Company has been using RDK for 20 months. I have used every service that required an accountant. Bob and his son just make running a business easier. What I like is the safety net Bob provides. He knows the rules and if there is a question he doesn't know he finds it. Between the two of them they have always been able to answer every question. Best of all is that I have never felt like I wasn't getting what I was paying for. I also use him for my personal taxes as well. He seems to take as much t

I left Bob and RDK but ultimately came back for his quality of preparation. I was looking for a bargain elsewhere which was a huge mistake. I'm happy to be back! Bob literally works year round and works extremely hard for his clients. If I need Bob I can reach Bob in a moments notice. Six stars!!!

This place is a joke this wants to charge me $200 to do my taxes and he did not even know the IRS wasn't taking any federal taxes out of my check this guy is a joker yes he is

I have known Robert Knapp since college; I have been using him for over 15 years and have had outstanding service from payroll, quarterly reports to my corporate and personal tax returns. He is a great asset to my businesses. Robt

I can relate when a business office can be overwhelming with high demands which to me describes people who are highly good grade at what they do. I have been very if not happily surprised with my return results. So with that said I recommend these folks and I am a harsh critic when it comes to business. Keep up the great work. The world needs more like you around.??

I am very happy with Bob he gave us a fair price was very busy but fit us in any way and had us paying the least amount to uncle Sam as possible

Don?t waste your time! Very unorganized and rude. Has an excuse for everything and will end up blaming you at the end.

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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