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Tosa Accounting & Tax Service

  1. Milwaukee County
  2. Milwaukee County Accounting

Reviews, get directions and information for Tosa Accounting & Tax Service

Tosa Accounting & Tax Service

About

pursue your passion, we'll take care of the paperwork... WE ARE HERE TO relieve your tax / small business accounting burden so you can follow your dreams!

Story

Loyally serving our local communities since 1985, with new ownership in 2013 and a brand-new partnership in 2017!

OUR EXPERTISE INCLUDES
accounting, bookkeeping, payroll services and financial goal setting for local, family-owned small businesses

Tax preparation for individuals and small businesses

OUR MISSION
is to act as an extension of our clients by providing a personal connection and open communication in order to reach an understanding of their individual needs, and then focus our efforts on helping them achieve their financial goals.



"Since 1985, and continuing with the new ownership in 2013, Tosa Accounting & Tax Service has been providing quality, personalized financial guidance to individuals and small businesses throughout the Metropolitan Milwaukee area. Our expertise ranges from basic tax preparation and accounting services to more in-depth services such as financial statement compilation and tax planning."
Address: 6920 W North Ave, Milwaukee, WI 53213, USA
Phone: (414) 258-5520
moc.gnitnuoccaasot@asot
State: Wisconsin
County: Milwaukee County
Zip Code: 53213


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Reviews
I have used Tosa Accounting for many years and have always been very happy with their professionalism, diligence, and attention to detail. They are very helpful and I'd highly recommended them.
Randy runs a tight ship here! Actually the whole staff has been wonderful! since someone will return my emails or calls in a timely fashion. They take care of my personal, business and real estate taxes and have been very accommodating with questions or to just help educate me on best options. Randy has made numerous suggestions in structuring my taxes so that I save money. Highly recommended!
We use Tosa Accounting & Tax Service for our business and personal accounting and tax needs. The team is very thorough, answers all of our questions and is very timely with their responses. And the team is knowledgeable and friendly, which is extremely helpful when it comes to taxes!
I am not sure where to start.... I met with Dan Weist on February 20th 2018, we went over all forms needed and he told me that once I bring in everything it would take 2 weeks to complete. I uploaded and submitted everything he requested the following week. After 2 weeks I called to check in, as I didn't hear anything. I was told he was behind and 1 more week. A week went by and still nothing... I called, emailed, left messages. No response. After another week I got a hold of Stacy at this point no one was contacting me, I had to contact them She apologized and said Dan would call me that evening.... no call. April 2nd I began to Panic, how can a business do this to someone..... I got a hold of Dan, he requested some more info for business expenses. I sent him an email April 4th with all the information. April 11th.... yes a week later, Dan said he was almost done. He told me Stacy would call me to set up an appointment. Stacy never called. I got a text April 18th saying he filled an extension for me. Dan said everything is good to go and we set an appointment for Today April 19th. I just met with Dan and he completely messed up my taxes. The business numbers were off, he was missing expenses and nothing made sense when he tried to explain it. He said he could redo them and have them Monday April 23rd. I said "no thank you" and he said "ok, go somewhere else" I am not sure what else to say I am so frustrated and upset right now. I opened a business in Tosa last year and thought I'd try to give business to another local business. Now I have to start completely over.
If there was an option to give zero stars I would. This guy Daniel J Wiest has cost me and my parents hundreds of dollars because he failed to follow through on an extension that he promised to do. He also does not respond back quickly and most of the time not at all. If you plan to use this business for accounting services do yourself a favor and steer clear. Find someone else because these people are not professionals at all.
Choosing Tosa Accounting has been a great business decision. They have been very helpful with my taxes, general business questions and personable!!
Horrible service, had to pick my stuff up and find somewhere else to go.
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