H&R Block
★★★★½ (81 reviews)514 Broad St, Lake Geneva, WI 53147
(262) 248-8778
Website: www.hrblock.com/tax-office-near-me/wisconsin/lake-geneva/46881/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {"Friday":["Closed"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–2 PM"],"Tuesday":["9 AM–2 PM"],"Wednesday":["Closed"]}
Jackson Hewitt Tax Service
★★★★½ (79 reviews)201 Edwards Blvd, Lake Geneva, WI 53147
(262) 802-9137
Website: office.jacksonhewitt.com/tax-preparation-services-locations/en/wi/lake-geneva/201-s-edwards-blvd/50910?utm_source=google&utm_medium=local&utm_campaign=local&utm_content=50910
Hours: {}
Robert P Fahey CPA LLC
★★★★★ (10 reviews)672 W Main St, Lake Geneva, WI 53147
(262) 248-3744
Website: www.rpfaheycpa.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Office Administration Associates, LLC
★★★★★ (9 reviews)612 S Wells St suite f, Lake Geneva, WI 53147
(262) 299-8088
Website: officeadminllc.com
Hours: {"Friday":["8:30 AM–5 PM"],"Monday":["8:30 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5 PM"],"Tuesday":["8:30 AM–5 PM"],"Wednesday":["8:30 AM–5 PM"]}
Carlson and Associates CPAs Inc.
★★★★★ (7 reviews)924 Williams St, Lake Geneva, WI 53147
(262) 249-1400
Website: www.carlson-cpas.com
Hours: {"Friday":["8 AM–4:30 PM"],"Monday":["8 AM–4:30 PM"],"Saturday":["8 AM–12 PM"],"Sunday":["Closed"],"Thursday":["8 AM–4:30 PM"],"Tuesday":["8 AM–4:30 PM"],"Wednesday":["8 AM–4:30 PM"]}
Chaimberlain | Otte, CPAs, LLP
★★★★★ (2 reviews)421 Broad St, Lake Geneva, WI 53147
(262) 249-1100
Website: cchcpas.com
Hours: {"Friday":["8 AM–4:30 PM"],"Monday":["8 AM–4:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–4:30 PM"],"Tuesday":["8 AM–4:30 PM"],"Wednesday":["8 AM–4:30 PM"]}
Lucida Tax + Accounting Solutions
★★☆☆☆ (4 reviews)326 Center St, Lake Geneva, WI 53147
(262) 248-6281
Website: www.lucida.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Hartlaub Gerald K CPA
★★★★★ (1 reviews)875 Townline Rd #102, Lake Geneva, WI 53147
(262) 248-7744
Hours: {}
Patrick W Romenesko SC
★★★★☆ (1 reviews)1001 Host Dr, Lake Geneva, WI 53147
(262) 248-0220
Hours: {}
Newport Financial Services
215 Broad St, Lake Geneva, WI 53147
(262) 248-1800
Hours: {}
Fairtax Consulting
751 Geneva Pkwy N, Lake Geneva, WI 53147
(262) 903-3222
Website: fairtaxconsultants.com
Hours: {}
Taxpert
N1526 Grove St, Lake Geneva, WI 53147
(262) 903-9577
Hours: {"Friday":["8 AM–7 PM"],"Monday":["8 AM–7 PM"],"Saturday":["10 AM–4 PM"],"Sunday":["Closed"],"Thursday":["8 AM–7 PM"],"Tuesday":["8 AM–7 PM"],"Wednesday":["8 AM–7 PM"]}
About Tax Preparers in Lake Geneva, WI
Finding a qualified tax preparer in Lake Geneva, Wisconsin, can make a significant difference during filing season. Given the area’s mix of year-round residents, seasonal tourism businesses, and second-home owners, tax situations here often involve rental income, property transactions, or self-employment from hospitality services. A local preparer understands how Wisconsin state tax rules interact with these common scenarios, helping you avoid costly mistakes.
Whether you run a small shop on Main Street, manage vacation rentals near Geneva Lake, or simply need to file for a growing family, a tax professional saves time and reduces stress. They can identify deductions you might miss and ensure your return is accurate before submission. For complex situations like investment sales, business expenses, or multi-state filing, professional guidance is especially valuable.
Browse the BeforeTaxUSA.com directory to compare experienced tax preparers serving Lake Geneva. Look for someone familiar with the local economy and your specific needs, and always verify credentials before booking. A good match can simplify your taxes and give you peace of mind.
Frequently Asked Questions
What qualifications should a tax preparer have?
At minimum, a paid tax preparer must have an IRS-issued PTIN. Look for additional credentials like Enrolled Agent (EA) status, CPA license, or completion of the IRS Annual Filing Season Program. These indicate higher levels of training and accountability.
How much does tax preparation cost?
Simple individual returns (W-2 income only) typically cost $100-$300. Returns with itemized deductions, self-employment income, or rental properties can cost $300-$800 or more. Always ask for a fee estimate upfront before committing.
What documents do I need to bring to my tax preparer?
Bring all W-2s, 1099 forms, records of deductible expenses, last year's tax return, Social Security numbers for all family members, bank account information for direct deposit, and any IRS correspondence you have received.
BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.
Business owners: to update or remove a listing, email info@beforetaxusa.com.