Tax Management LLC

I've been coming to Mike for my taxes for at least 9 years. I'm in outside sales which requires mileage expenses and various manufacturer cash spiffs. Mike knows the tax rules and how to properly submit everything. He's super friendly and gives advice on how to maximize my returns for the following year. I strongly recommend his services.

Absolutely the BEST place to go for tax help for small businesses. Michael and Sam are caring, move quickly, and are very helpful. Michael is extremely knowledgeable. They put my small business on track for success. I'm forever greatful to have found them!!!

My return was very complex with capital gains issues and sell employment questions. Mike, with his vast tax knowledge, was able to navigate through the system and generate a satisfactory solution. He gave me many tax savings ideas and saved us thousands legitimately. Very pleased with his service and obviously would recommend him to others.

Michael and his Team are exceptional. I have a pretty interesting tax situation requiring amendments for multiple years. Michael is responsive, attentive, knowledgable and fair. We talked in his office, and he is a great listener, while also looking for ways to save me money on my taxes. Rest assured, I will no longer be using Turbo Tax!

As a female business owner, I appreciate the guidance and support that Samantha provides me with my accounting, payroll and business financial guidance. As a young business-owner herself, Samantha is highly motivated to support me, quick to respond and be a collaborative consultant for my success. I highly recommend Samantha and her team at Tax Management.

Michael was so great to work with. He took time to review my husband and I?s returns and make sure we were being efficient. He showed us things to look out for and really cared about teaching us. We are definitely recommending him to all our friends.

I highly recommend Tax Management! While they are very efficient in completing tax returns, their experience goes way beyond preparing returns. Mike has been an invaluable asset in helping us reduce tax burdens for several businesses and family members. I wish I had met him years ago! Whether you need a simple tax return prepared or strategic planning to reduce your tax burden, I recommend Tax Management whole heartedly.

Mike is such an incredible CPA and man. He was so helpful and patient and explained things to us in a very understandable way. Within 45 minutes we were able to sort out things that we hadn't been able to for weeks. Definitely recommend Mike and his team to everyone for their excellent service and exceptional expertise!

Mike has gone above and beyond in handling my taxes. Had inheritance issues to deal with this year and he took care of everything. Even pointed out I could do some amended state returns to recoup some money. Wonderful experience and very reasonable prices

I had a few new issues with my taxes this year and needed someone to prepare them. I was referred to Tax Management by my sister-in law and I am glad that I came to see Mike. Mike is very friendly and very knowledgeable and efficient. Mike prepared my taxes and then went over my returns and explained everything to me and answered any questions that I may have had. Excellent service and price and I will use them again.

I highly recommend Tax Management & Financial Horizons. Mike is an expert at Tax Law and Preparation. His integrity coupled with his attention to detail, efficiency and friendly approach makes tax time easier. Mike kept to the appointment time and focused exclusively on my business at hand. He reviewed 3 past years? of returns that were done by a previous Tax Accountant and found a couple of things that should have been done differently and promptly put them to my advantage. He came up with str

I had a tax problem that needed immediate attention. For being my first time with this business I was very impressed at how fast I was able to get an appointment. Mike Sargent eased my mind and helped resolved my situation. He was very knowledgeable, kind and this service will have my business in the future. I will recommend them to my family and friends.

I met with Mike Sargent to review an issue that I had with an ex-boyfriend claiming my son as a dependent. Mike had complete knowledge of IRS processes and forms. He was able to review the IRS Record of Account and confirm that my tax return was rejected due to the fraudulent tax return filed by my ex. He was personable and professional and also told me his company could help me set up an ID.me account with the IRS in order to be able to view my tax return status in real time. He provided me with everyt

We saw Michael today and we?re incredibly impressed with his knowledge and expertise. He was apologetic when we were interrupted by another staff member asking questions for her client. However, as a teacher I was again further impressed by his knowledge. We were able to get many questions answered in a manner that was very easy to understand. He was extremely patient and kind as well. We saved 50% more than where we had been customers for over ten years and feel as though we had more interaction in this

Michael has been doing our taxes for years. He is extremely knowledgeable accurate and great company during our visits and fantastic prices and services. Thanks Michael

Hands-down the best place to get your taxes done! Michael has been doing our taxes the last 7 years. He is extremely knowledgeable, accurate and great company during our visits. Fantastic prices and service! We will never go anywhere else. Thank you Tax Management!!

We visited Tax Management this year (2021) as we were unclear on some of the state filings (multiple states filing). Mike was very knowledgeable and spotted some extra payments from the previous years (where we had filed with a chain tax filing service). He filed our taxes and gave us a dedicated secure file sharing folder to put in our previous years returns. His team checked these to file the amendments for the past 4 years. We wouldn?t have caught this if we hadn?t come to Tax Management. The fee for the

I am the volunteer treasurer for an organization which secured non-profit status last year. I was unsure how to complete our tax return and sought out Mike and his company for assistance. Mike and his team are fantastic and the turnaround was very reasonable. I would highly recommend Mike and his team for anyone who is looking for tax preparation assistance.

Mike was very helpful for a ?complicated to my father? return. He explains throughout the process and made Dad comfortable. I highly recommend his services

I have worked with Mike for 7 years. As a small business owner Mike has been incredibly valuable. He always has time for questions and makes complex situations easier to understand. If you are a small business owner give Mike a call.

As a new widow who had never handled the finances in the family for our 45 year marriage, I was overwhelmed with what needed to be gathered for our somewhat complicated taxes. Mike Sargent was very patient and took the time to explain what he was doing and had a large screen monitor to follow along. I felt very comfortable with his preparation and learned how to better prepare for him next year. He was excellent.

The ordinary citizen is ill equipped to deal with big business like the IRS. We didn't know what to do when we never received our federal tax return and found out later our tax return was under investigation for fraud, scammers were trying to use our identity to claim our return as their own. Michael Sargent CPA specialist walked us through navigating the complex process of proving our identity and convincing the IRS system we were, in fact the rightful recipients of the tax return in question. We can ne

A friend referred me to Tax Management & Financial Horizons. I found the service to be excellent. We met just twice and I received reminders for the meetings. My taxes were all completed at the second meeting. Mike answered all my many questions so that I could understand everything. There was a large monitor of all that was being inputted so that the client could watch each line item. This was extremely helpful. I've worked with three other firms and this is the best service I have received. I highl

I am very happy with this company and their philosophies. Not only was I greeted with the upmost respect from all staff, but I was extremely pleased with the thorough and complete tax preparation. I was referred her through a colleague and I was absolutely happy with my experience. I had everything thoroughly explained, as well as had a pleasant conversation. Kim is an extremely talented young lady, and I look very forward to continue working with her in the future. I highly recommend this company for

I hired Mike for some help with self employment worries. He did a fair job at a great price and also looked at my return for the previous year at no extra charge. I have done my own taxes for years now, but had an issue this year with H&R Block so I called Mike, he knew everything I knew and then some. If you are having issues I recommend you give him a call.

Mike Sargent is very knowledgeable and experienced CPA. He helped us immensely in tax planning, bookkeeping and payroll related to our personal and business income. He helped us set up our new business. He is very detailed oriented and listens to you as well as tries to answer your questions patiently. He is very accessible, flexible and reasonably priced. What more you can ask for!.

Working with Kimberly Wenzel and her team was truly a pleasure and will highly recommend Kim and Tax Management & Financial Horizons to friends and colleagues in need of tax services. The process was simple, straightforward and all our questions were answered clearly and quickly. We felt confident with the level of expertise and security throughout the process and look forward to next year?s tax season!

We are first time customers (newly married couple) to Tax Management and were incredibly impressed with the service. We booked an appointment with Heather. Heather answered our questions and guided us through the latest tax laws and tables. Our taxes were prepped and filed in under 90 minutes. And the price cannot be beat- extremely reasonable. We were happy to support a local business in our community and appreciate Heather, Mike, and staff.

We have been doing our taxes here for three years now and have always left happy (and quickly!) As a musician, my wife has various forms of income and we would undoubtedly miss something if we attempted it ourselves. The price seems very fair for the amount of headache this saves us. I have the utmost trust in our prepare professional, Michael.

Our meeting with Mike went better than expected. He teaches you tax law so you can make the best decisions for your circumstances. Easy to talk to and very knowledgeable.

We had everything organized and ready to go for filing our 2020 tax returns. It took Michael just over and hour to prepare our Federal/State returns, have them set up for direct deposits, pay for their services and out the door. In other words, really quick and painless. What's more Tax Mgt. charged about 1/2 what we paid the previous couple years to have our taxes prepared. Will be using them again.

Mike is incredibly understanding and knowledgeable. He goes above and beyond to ensure you are taken care of and does so with the most reasonable rates of any professional accounting service. I will continue to use Mike personally and will refer every person I can to him as his services are world class.

I was looking for an affordable place to get my Son?s taxes done as I was unaware he had not filed yet ( he?s in college and very busy). I saw all of the positive reviews and decided to check this place out. Kim was great. She got his taxes done the same day I dropped them off and at a more then fair price.

Managed Taxes is a great place! We had our taxes done by Heather & were very happy with her professionalism! They offer very reasonable rates! Thank you for your great service! Tom & Luci Ullrich

Terrible experience with Mike at Tax Management. He was very unprofessional when dealing with mine and my husbands taxes. We went in to his office to have him complete our taxes sometime in March. He made errors on our taxes right in front of us, which my husband did call him out on. We were there for probably 2 hours trying to complete our taxes with him. I called him about a week later with which he told me he LOST all of my documents. He then stated that he would continue to look for them. About 3 weeks

Kim Wenzel is fantastic!! She did my, what I believed to be, complicated and dreadful tax return. She not only was professional and knowledgeable, but also personable and had such an eye for detail. I just moved to Wisconsin from PA and believed that taxes would be the first reason I had to dislike moving here. Thanks to Kim, I still have every reason to love my decision. So grateful to have found Kim's awesome reviews for this tax year. I will be visiting her this time of year, every year!

I have been coming to Kim Wenzel for years - professional, speedy, thorough and extremely personable. Working with Kim has made taxes a stress free and enjoyable experience. My husband and I highly recommend her! Thanks Kim, see you next year!

Tax Management is AMAZING! Kim is exceptional at what she does! She got me back tax money that I never even knew about or seen on other tax site! Thank you so much. I have already and will continue to refer friends and family to you!

It was a pleasure working with Mike he was so patient and knowledgeable he made my 1st experience doing taxes easier less stressful I would recommend him anytime for any tax services.

I had my 2020 taxes done with Kim. I like understanding different line items and probably had more specific questions on many of them than a typical client. Kim was quick to respond. Normally I prefer working electronically and with COVID-19, their system for electronic upload of tax preparation documents and returning completed tax electronically worked seamlessly. The PDF return that they generate is very detailed. On top of that Kim and I went back and forth with me raising questions directly in the PDF

Mike Sargent has been my accountant for several years and he is the most honest, hard working and caring individual. I highly recommend using Tax Management not only for tax returns but for any business accounting needs.

After having the same accountant for almost 40 years he retired. I was concerned that I would never find a replacement. But then I found Tax Managment and Kim Wenzel. Kim was professional, friendly and very efficient. I?m so happy to have found this gem here in Menomonee Falls and am looking forward to a relationship for the next 40 years! Thank you Tom Mueller

Michael Sargent is the perfect blend of knowledge, competitive rates, and personal care for tax management that outlasts April 15 and tax preparation. I can highly recommend him with confidence.

Mike and his company are so great - always willing to help and answer any questions. I have already recommended Mike and will continue to do so. Thank you Mike for another great year preparing our taxes!!

Excellent Service and Price!!!! They're very knowledgeable. And I received more money than I expected from my refund. And they don't charge you a arm and a leg!!!! I would recommend them for Personal and Business. They're the Best and I'll be getting my Taxes done there from now on.... And DYLAN prepared my Taxes. Super Nice Guy!!!!

We went to tax management yesterday to get our taxes done we were directed to Bev Cobb she was very friendly and professional and explained everything to us. We were very satisfied with her work and will refer her to other people. Thank you Bev and it was very nice meeting you

Mike (the owner) has always been extremely helpful with my tax and other related questions and issues. Their prices are very reasonable. Thanks Mike and team!

Michael Sargent is a man to be trusted. Taxes and trust go together. At Tax Management & Financial Horizons you should bring both and you will leave with both. I have found their advice for the future valuable.

I had to find someone new to do my taxes this year and I'm so glad I found this place! Very thorough, knowledgeable, and reasonably priced, and Mike walked me through my whole return. This is where I'm taking my taxes from now on.

I had my taxes prepared by Kimberly Wenzel. She is absolutely AMAZING! She's a "wizard" with numbers and really knows what she's doing! She gave me some good suggestions that will help me in the future. I can't sing her praises enough!

This was our first experience at Tax Management & Financial Horizons. Kim was extremely friendly and efficient. We felt that the fee was very reasonable. We?ll be back next year!

Tax Management was a wonderful discovery! Efficient, friendly and appropriate fees. Dylan was respectful and I will definitely place my trust in him again next year.

Very happy and thankful to have Kim Wenzel serving for both my family and business tax needs! We were referred by another business owner and friends. Look no further if you are searching. Thank you Kim!

This is my third year working with Mike. He?s been super helpful to work with as a small business owner. Highly recommend.

Mike Sargent was extremely helpful in dealing with some new tax regulations. He didn't even bill us for his time and advice, which was significant.

We had our taxes prepared by Kim again this year. To our surprise it cost less tnis year. She will be doing our Mom's taxes as well this year. Great work Kim!

Michael Sargent is very knowledgeable, patient and personable. We highly recommend him for all accounting and tax needs...personal or business. Dayne and Rebecca Revolinski

Mike and the staff at tax management are super knowledgeable and friendly. I would highly recommend using their services. Fast, accurate and reliable service at a good price!

We have even going here for 8 years and couldn?t be happier. Michael does a great job and the price is great. We highly recommend him

Michael Sargent was super friendly, professional and knowledgable! I highly recommend him for any of your personal or professional accounting/tax needs.

I have had my taxes done by Kim Wendel for the past 2 years and she has done a great job, Friendly and very professional. I would recommend her to everyone.

Mike was a pleasure to work with. He took the time to explain things and took the stress out of taxes.

Mike was extremely helpful and giving of his time and knowledge. I recommend him to anyone looking to start up a small business. Mike is the guy!

With my taxes getting more complicated, I knew I needed help. Mike navigated my situation not only quickly but also with unmatched professionalism. I could not have asked for a more knowledgeable preparer! Thank you!

I have had my taxes prepared by Kim Wenzel for years & I wouldn't think of going to anyone else. She friendly, efficient, and always available for questions.

I've been going to Mike for about 5 years now, and its always a pleasure. He is knowledgeable, and easy to work with. I wouldn't go anywhere else.

Great service, prompt in answering any questions or concerns, very reasonable pricing Mike Sargent is great to work with & makes tax season a breeze

Mike is friendly, knowledgeable and thorough. We greatly appreciate his work!

Kimberly Wenzel was a pleasure to work with. She's very knowledgeable of her job! I will continue to work with her in the future

Mike is such a helpful resource and I appreciated all the support he offered me for my business and for my personal tax needs.

Mike and his team are knowledgeable, good people who really care about those they serve. I?m happy to recommend this local company.

Very professional. Helped take care of a problem with our taxes. Have been using them ever since.

I will use them again , was happy with the excellent service and price. I will refer anyone to Dylan he was great and knew the tax laws.

I had to find someone to do my taxes...Kim Wenzel is a people person and very knowledgeable. Great Service!

Knowledgeable, friendly and all my tax questions and concerns were answered in a way that was easy for me to understand! I highly recommend Tax Management.

Mike made filing my taxes so easy. I will be returning to him with all future tax needs!

Service was fast, efficient and affordable. Mike has the technical knowledge and can answer questions quickly and concisely.

Very professional and Micheal took the time to explain all the new tax law and how to help for the up coming years the price was very reasonable

Fantastic! I would Recommend this place to Everyone! Very Caring about helping you , I am very happy that my friend told me about this place ??

Great people Mr. Sargent is! They will work with you. Highly recommended.

Great experience. Very detailed, helpful and responsive with communication.

Fantastic and professional experience. I highly recommend. Really appreciate the the great service. Thank you

Very knowledgeable, would definitely recommend.

Very professional. Experts at preparing taxes. Highly recommend. Very reasonably priced.

Very professional, knowledgeable and helpful. Wouldn?t go anywhere else.

I always get a great refund with Mike!

Excellent service and great price!