Tax preparation in Waukesha, WI
Waukesha (pop. 71,970) has 340 credentialed tax preparers — about 47.2 per 10,000 residents.
Credentialed preparers
340
139 CPAs · 21 EAs · 15 attorneys
Returns filed
48,390
IRS SOI, ZIP-level
Avg. AGI per return
$87,951
Avg. refund
$2,546
67% of returns get one
Self-employment share
12.4%
returns w/ Schedule C income
Use a paid preparer
45%
share of local returns
Free prep returns (VITA)
870
IRS-assisted filings
Need tax help in Waukesha?
Answer 4 questions — we'll tell you whether software, a local pro, or a relief specialist fits your situation.
45% of Waukesha filers already use a paid preparer — see if it makes sense for you.
Tax services in Waukesha
Tax Preparation
Get your federal and state returns prepared and filed correctly.
Tax Relief & Resolution
Owe back taxes? Specialists negotiate with the IRS on your behalf.
Back Taxes & Unfiled Returns
Catch up on years of unfiled returns before the IRS files for you.
Audit Representation
A CPA, EA, or tax attorney deals with the IRS so you don't have to.
Business & S-Corp Tax
Entity returns, payroll tax, deductions, and quarterly planning.
Self-Employed & 1099 Taxes
Schedule C, quarterly estimates, and deductions for freelancers and gig workers.
Crypto & Digital Asset Taxes
Capital gains, DeFi, staking, and the 1099-DA era of crypto reporting.
Amended Returns (1040-X)
Fix a filed return — missed credits, wrong status, forgotten income.
Filing Extensions
More time to file (not to pay) — Form 4868 and what it really does.
IRS Notice Help
Got a letter? Know exactly what it means and what happens next.
Filing stats by ZIP code
Credentialed preparers in Waukesha
Full directory →Source: IRS PTIN public data. Listing is informational, not an endorsement.
| Name / Firm | Credential | ZIP | Phone |
|---|---|---|---|
| Acker Behl Accounting LLCsite | CPA | 53186 | 2628960888 |
| Chortek LLPsite | CPA | 53188 | 2625228231 |
| Andaloro Smith & Krueger LLPsite | CPA · AFSP | 53188 | 262-544-2000 |
| INCOME TAX PATTY | Other | 53186 | (608) 373-1561 |
| Focused Tax Solutionssite | Other | 53188 | 2626419705 |
| CRAMER MULTHAUF LLPsite | ATTY | 53186-6800 | 2625424278 |
| Integrity Retirement Plan Services, LLCsite | Other | 53186 | (262) 754-5505 |
| AGUSTIN ARREOLA JR | Other | 53188 | — |
| H&R Blocksite | CPA | 53189-7603 | (262) 542-9022 |
| Steven Ayers | CPA | 53188 | 262-501-3730 |
| Axley LLP | ATTY | 53188 | (262) 409-2299 |
| H&R Blocksite | Other | 53189-7603 | (262) 542-9022 |
FAQ
How many tax preparers are in Waukesha?
The IRS lists 340 credentialed tax preparers in Waukesha, WI — including 139 CPAs, 21 enrolled agents, and 15 tax attorneys.
What's the average tax refund in Waukesha?
Returns filed from Waukesha ZIP codes average a refund of $2,546, and roughly 67% of returns receive a refund.
Do I need a CPA or can I file myself?
If you have only W-2 income and take the standard deduction, quality software is usually enough. Self-employment income, multiple states, back taxes, or an IRS notice are where a CPA or EA earns their fee.