*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.*
3001 W Layton Ave
Greenfield, Wisconsin 53221
I?ve been working with The Neal Group for over 11 years, and they?ve been nothing short of exceptional. From handling my personal taxes to navigating the complexities of my real estate business, they?ve always been professional, thorough, and incredibly reliable. Their knowledge, accuracy, and proactive advice have saved me time, money, and stress year after year. I truly trust them with every aspect of my financial picture. If you're looking for someone who combines deep expertise with genuine care and int
It is my pleasure to write a review of this company. Jon Neal has been doing my taxes since the 1980?s. I have always found his work scrupulous. He asks good questions before finalizing the return and gives good advice for reducing taxable income. My retirement was facilitated by the Neal Group. I unqualifiedly recommend this group.
I am beyond impressed and could not recommend any other Accounting and Tax Services with such accolades. Jon Neal and his staff are BEYOND supportive, understanding and truly go the extra mile for you when there are issues with your taxes and IRS. I can't thank them enough for the all of the time and personal attention I have received from them to solve my tax issues with the IRS. Due to their diligence in contacting and WAITING for the IRS to answer... Jon and his staff have solved an issue for me that has
Super experience! I had filed my own taxes for years, but 2021 brought some new challenges that I was unable to work through and that the tax software I use could not handle. I reached out via a referral from Dave Ramsey to Jon and his team. They were able to help, very expeditiously, with the aid of technology for uploading docs. They were proactive, communicative, and a joy to work with. They were able to file taxes for me, my wife, and our son in such a professional and efficient manner. I will use
I became a customer of The Neal Group a few years ago when I started my own small business and felt overwhelmed by the process of filing my taxes. They have been preparing and filing my personal and business tax returns ever since, and the process is always very seamless and easy for me. Thank you Neal Group!
I have been using the Neal Group for over ten years. They have been instrumental in business planning, risk assessment, tax strategy and investment planning. The entire staff is professional and highly responsive. I rarely wait more than a few hours for researched answers. Their professional guidance has proven time and time again to be the best course in our financial decisions. I use them for my business and personal accounting needs. I highly recommend the Neal Group!
Taking over my tax management was beyond overwhelming as a partial business owner and with additional investments out of state. Neal Group was a breeze to work with, spoke in laymens terms and filed everything timely. Every email was responded to promptly and I was able to rest easy knowing they had everything under control. Additionally, I get proactive reminder letters about needing to pay estimated taxes. I was very happy with the service and will be using them for my personal and business tax filings i
I've been using the services of Jon Neal and his associates for more than three decades. I have depended on their professional advice throughout the years. I have always received information in a timely manner, advising me on the choices I could make in a clear, comprehensible manner. I feel lucky to have met Jon back in the 1980's and will go nowhere else to take care of my business and personal financial needs.
The Neal Group is just what we needed to take our business accounting to the next level. Jon's knowledge and resources are priceless
I have been working with Jon Neal and his team for several years now. I can't begin to express how wonderful and knowledgeable they have been. They are always available when I have questions and have guided me through difficult business and real estate decisions. I would highly recommend them to anyone looking for sound accounting advice!
The Neal Group, LLC is our accounting firm for over 20 years. Thank you Jon Neal and the rest of the team for your service throughout the years. We are blessed and honored to have you as our accountant. May this year brings us good health and more wealth!
It was interesting, this is not a cheap endeavor, so when I sent my first email question after my first tax returns were filed, I was perplexed by the no response. I continued using the client portal which worked flawlessly for the 4 years I worked with the Neal Group. The one email question was never answered to this day. The last two years I requested paper returns. Everything was done correctly and on time; but was very expensive. I do not have complicated returns and there was no accounting for sim
Comfortable atmosphere... Capable employees... I've known John Neil personally since I opened my first business in December 1999 he is very competent at what he does and has always been there when I needed his expertise. I truly cannot say enough good things about this company especially at a time that can be very stressful for business owners they take that all the stress away and put you at ease.
Paul?s Jewelers is a family owned and operated small businesses and when our ?family? accountant passed away it was necessary to find someone new. The NEAL Group came highly recommended and we have been with them for about 20 years. This is a small business as well so you get personalized service! They know who you are and learn your name from the get go. Their advice is sound and (even sometimes when you can?t see clear of a situation) you best follow their direction as it always leads to success. Jon NE
The Neal Group deserves a 10 star rating. From basic to the complex, Jon and his staff do an amazing job. Navigating something difficult is made easy in my experience using them for my needs.
I wrote a subpar review of The Neal Group and I need to apologize. I do not like doing my taxes. I never looked at the tax return the Neal Group prepared for me. I was so relieved to have the taxes done and submitted. I'd put the files in a folder and never go back. This year I looked at the very through and complete package The Neal Group prepared and submitted for me. Thank you! I then attempted to use Turbo Tax and finally hired someone to complete my taxes. I owed three times as much and paid hal
Jon, Alyssa and the rest of the Neal Group staff have become the backbone of our company. We really couldn?t do what we do without their guidance and excellent accounting support. Even the smallest question we?ve had has been answered quickly and with spot-on knowledge of current events - both financial and otherwise. Thank you for your years of excellent service to us here at American Machine & Gear Works!
We have been with Jon and the Neal Group for the last 30+ years, His work is at the highest professional standard. His thoughtful insight into taxation and planning has proven to be exceptionally beneficial.
My company has used the Neal Group LLC for many years. I can always count on them to provide me the most up-to-date knowledge and effective tax plan. I recommend the Neal Group LLC.
I have been doing my personal taxes with Jon Neal for over 30 years and can share he is one of the best and most detailed client advisors you could ask for....His professionalism, attention to detail, and great advice provide sound tools to get your taxes done right!! Thank you Jon and Team--- Mike and Kim Witte Lake Elmo, MN
We have been working with Jon and his team for many years. It's nice to be able to trust someone and someone who knows about our business and personal tax situation. Jon has also given us advice outside of the tax realm concerning retirement and giving us resources for help.
Everyone is very knowledgeable and extremely helpful. The professionalism, attention to detail, and great advice provide sound details to get your taxes done right! I would highly recommend The Neal Group LLC.
I'm not even a customer, but I can appreciate a good business beginning even if it did not quite work out. I put an inquiry into the website and was greeted back promptly to schedule an appointment. Brittanie followed up in the sweetest manner and I appreciate her positive first impression and great customer service.
I have been a client for many years. They are able to handle complex issues as well as clarifying any questions that arise. Jon and his staff are a phone call away to answer any questions prior to filing your taxes. I have been very happy with their service. Carol
Everyone at the Neal Group is friendly and helpful. They have always been awesome at answering my questions and returning my prepared tax forms very quickly. I highly recommend them.
Excellent service. I would recommend to anyone. Friendly , any questions answered within 12 hrs. I have been with Jon Neal over 20 years. Keep up the good work. RL
When struggling to get your taxes and accounts in order, The Neal Group takes care of you. Thanks for the expertise . Keep up the good work.
Have been using Jon and his group for many many years. They do a great job on the taxes, making sure that we get every deduction that we are entitled.
I have experience 30 years of excellence 40 companies in nine different states Jon Neal is the absolute best that anyone can find as an accountant.
The Neal Group has provided Professional and Responsive Services for the last number of years. Would recommend them to anyone
Great group of people to work with. Jon and his company have been our accountants for over 10 years and we have always been satisfied with their services.
From the moment I walk in the door, I feel like family.As for the services Jon and his staff provide, I would simply say, "The Best in the Business"
Not only did I receive expert advice and tax preparation, but the ongoing support and deadline reminders are really appreciated.
Very disappointed. I paid over $2200 in advance and was charged additional fees. When I questioned these fees, I was told that they wouldn't do my business or personal taxes any more. I'm perplexed and disappointed.
Totally satisfied client of thirty years. Service exemplary, timely, professional, and patient with questions and requests from an accounting illiterate.
Handled my split filing with no issues. Very professional service, will use again.
It's a great tax firm for a small business if you want to get your taxes done
Jon and his team are thorough and pleasant to work with.
Customer service was spot on! Attention to detail, and personalized services exceeded all expectations!
Expensive not for individuals particularly caters to high net worth individuals and larger organisations.
Great service,and prompt.
A great accounting firm for small businesses!!
Very thorough and knowledgable! Thank you.
Strongly recommend for accounting services!
Excellent customer service!
Awesome establishment
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.