Tax Accountant Referrals
The accounting professionals below are either accountants that we have worked with directly or they are accountants that come highly recommended by clients, or both.
A note on referring to an individual vs. referring to a firm…
When we give out referrals, they are specific person and not the firm. So if the individual isn’t available because they aren’t taking new clients at the moment; please don’t assume that someone else at the firm is an equal substitution. They may be just as good, or they may not be.
Don’t take our word for it…
We always recommend asking around to other business owners to see what their experience has been. And be sure to meet with any accounting professional before hiring them. We’ve compiled some tips for finding and interviewing an accountant that could be helpful to review prior to that meeting.
After you make a choice, spell out the terms of the agreement in an engagement letter. The document should detail the returns and statements to be prepared and the fees to be charged. This ensures that you and your accountant have the same expectations.
Dan McGown | Partner
Yahara CPAs
1818 Parmenter Street
Middleton, WI 53562
Phone: 608-820-1167
Email: dan.mcgown@yaharacpas.com
Website
LinkedIn Profile
“Top-shelf” accounting. Deep dives. Audit experience. Full service.
Tylor Katze | Owner
Beckett Tax & Accounting
266 Corporate Drive
Madison, WI 53714
Phone: 608-310-8140
Email: info@btax.biz
Website
Tylor and Beckett Tax are known for fast and efficient annual tax returns - personal & business.
Denis Stankowski | Owner
My Money Tax and Accounting
621 N Sherman Avenue Suite#B2
Madison, WI 53704
Phone: 608-471-4200
Email: denis@mymoneyaccounting.com
Website
LinkedIn Profile
We’re aware that this isn’t a particularly diverse list of referrals. We’d love if it was a longer and more inclusive list. Do you love your accountant? PLEASE - let us know! We are always looking for great accountants to refer to clients.