Your trusted advisors in tax and financial planning.
At Nelson Tax Accounting, we pride ourselves on providing exceptional service and support to our clients. With over 30 years of experience serving the Milwaukee, Wisconsin area, we have established a reputation for being a friendly, family-operated business that offers personalized service to individuals, estates, small to mid-sized businesses, executives, and independent contractors.
Our Services
We offer a wide range of services that cater to the unique needs of our clients. For individuals, our services include income tax and financial planning, as well as estate planning. We also provide financial planning and tax planning to help you achieve your financial goals. For businesses, we offer small business accounting, payroll services, succession planning, and new business formation. We also provide tax services for non-profit organizations.
Expertise
Our team of experts has spent hundreds of hours studying and teaching the new Affordable Care Act (Obamacare) rules, allowing us to provide the expertise you need to navigate this complex topic. Both Mark Nelson Sr, in 2012, and Mark Nelson Jr, in 2015, have been recognized nationally for their tax knowledge and research ability, having received the National Society of Accountants Tax Talker of the Year Award.
Why Choose Us?
At Nelson Tax Accounting, we understand that every individual and business is unique, and we strive to provide personalized service that meets your specific needs. Our rates are affordable, and our services are designed to help you achieve your financial goals. We invest in the best software and research material available and take top continuing education classes to stay up-to-date on the latest tax laws and regulations.
Services for Individuals
Protecting your personal assets is an important task that requires expertise and guidance. Our team of experts can work with you to develop a personalized financial plan that meets your unique needs and goals. We also offer estate planning services to ensure that your assets are distributed according to your wishes.
Services for Businesses
Our business services include tax preparation, accounting, and payroll services. We also offer succession planning, new business formation, and financial planning to help you achieve your business goals. We understand that every business is unique, and we strive to provide personalized service that meets your specific needs.
QuickBooks Services
Are you looking to start using QuickBooks? We can help you get started by setting up an ideal QuickBooks system for your business. We also offer QuickBooks training and support to help you navigate the software and maximize its benefits.
Contact Us
If you're looking for a trusted partner to help you achieve your financial goals, look no further. Contact us today to schedule a consultation and learn how we can help you achieve your goals.
Overall Experience
The reviews for Nelson Tax Accounting are mixed, with some customers having positive experiences and others being disappointed. The level of service provided by the staff seems to be a major factor in determining the rating, with some reviewers praising the helpful and friendly staff while others felt that the staff was unreliable and didn't communicate effectively.
Positive Experiences
Several reviewers had positive experiences with Nelson Tax Accounting, citing the staff's helpfulness and friendly demeanor. Some reviewers felt that the staff was knowledgeable and took the time to explain things clearly, while others appreciated the prompt and efficient service.
Negative Experiences
On the other hand, some reviewers had negative experiences with Nelson Tax Accounting, citing issues with communication and service quality. One reviewer felt that the staff was unreliable and didn't follow through on commitments, while another reviewer was frustrated with the lack of clear communication about filing extensions.
Price and Value
Some reviewers felt that the prices charged by Nelson Tax Accounting were reasonable, while others felt that they were too high. One reviewer compared the prices charged by Nelson Tax Accounting to the cost of using TurboTax and felt that they could do their own taxes for less.
Location
The location of Nelson Tax Accounting seems to be a minor factor, with some reviewers mentioning that the office was easy to find and convenient to visit.
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