Best Preparer Of Children's Competitive Examinations Milwaukee Near Me

4worldlovers: Our services are designed to relieve your stress and put more money in your pocket.

Get a complimentary consultation from our accounting firm and you'll get our free guide, "5 Ways to Improve Your Cash Flow"

Accounting, bookkeeping, and tax services for businesses and individuals in the Milwaukee, WI area and beyond.

Jon Neal and his staff are BEYOND supportive, understanding and truly go the extra mile for you.

Navigating something difficult is made easy in my experience using them for my needs.

I will use them in partnership here forward for years to come! Highly recommend the Neal Group!

4worldlovers: We are a full-service accounting firm in Milwaukee, Wisconsin offering more than just payroll, accounting and income tax preparation services. We also offer a broad range of services for individuals, estates, small to mid-sized businesses, executives, and independent contractors. Our rates are affordable and less than the big guys. We are experienced, serving in the same Milwaukee location for over 30 years. We're also a friendly, family operated business.

The tax preparers at Nelson Tax Accounting have spent hundreds of hours the past couple of years studying and then teaching the new Affordable Care Act (aka Obamacare) rules to other tax preparers across the country so that we can provide you with the expertise that you depend on.

Both Mark Nelson Sr, in 2012, and Mark Nelson Jr, in 2015, have been recognized nationally, being awarded the National Society of Accountants Tax Talker of the Year Award for their tax knowledge and research ability.

Give us a call today - we'll be happy to setup an initial consultation. Thanks for visiting!

Protecting your personal assets is an extremely important task and can be a rather complicated task trying to figure out what is best for you. We can work together, with a financial advisor when necessary, to help in personal financial planning as well as estate tax planning.

Our business services include tax preparation, accounting and payroll services. But we also do more than just that. Are you looking to start a new business? We can help you choose the best entity type based on your needs. Choosing the wrong entity can cost you thousands in additional taxes!

Don't pay more in taxes than you have to! Take advantage of every deduction and credit available to you with our tax planning, compliance, and tax preparation services. We invest in the best software and research material available and take the top continuing education classes to keep your tax bill at the lowest legal amount.

4worldlovers: Our tax pros at 1211 W Lincoln Ave in Milwaukee, WI can handle all your tax needs. Whatever your situation, we know what to do. Schedule an appointment today.


We can help your small business with taxes, payroll, and bookkeeping.


Encuentre un profesional de impuestos que hable Español cerca de usted.

I have been H & R Block client for over ten years. I always get the money that I expect, easily and fast in accordance with my yearly income.

Quick ,efficient, very helpful and full of great tips to get the best service I need

Mildred is the best tax professional ever, been going to her for 3 years and always make sure I have my next year appointment set

I have been working with Darnell Cruse for a few years now. He always provides fast and friendly service. My returns are always satisfying! Thank you Darnell!

I came in and was seated right away and was out in about 15 20 minutes.

4worldlovers:
Get an honest opinion of where you are financially, and where you’re headed.


Meet with us at any of our convenient locations or wherever you are with Annex Everywhere.

Financial planning is an ongoing process, not a product. It always considers who you are with a keen eye on your goals, taxes, estate, and retirement.


Our investment team is focused on quality control, risk variation monitoring, consideration of current holdings performance and potential investment opportunities. We focus on balancing risks and protecting portfolio withdrawal needs for our clients in retirement.


We’ll help evaluate insurance needs and the most efficient methods to address financial risks. Based on objective planning, we can help review your existing insurance policies.

Navigating tax strategies – before and through retirement – requires a thorough understanding of your circumstances, including your financial plan. We also incorporate key strategies like distribution planning, Roth conversions, and tax-loss harvesting into our tax planning.

One-size-fits-all estate plans don’t exist, at least not here. Annex Wealth Management learns your unique circumstances, and with the help of our estate planning attorney, guides you through the process.

Annex Wealth Management has an in-house content team that creates informative pieces at our Elm Grove headquarters.

Managing a retirement plan that does what’s best for your employees isn’t just a positive goal – it’s what the government requires. We’ll help you fully understand and carry out what’s required.


Improve retention and morale by providing your executives access to tailored wealth management advice.


The Annex Charitable Foundation provides financial support to existing charitable “difference makers.”

Annex directs profits from client insurance sales to the Annex Charitable Foundation.