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Tax Management & Financial Horizons

Consultant in Waukesha

Updated: May 12, 2024 03:22 AM

Tax Management & Financial Horizons is located in Waukesha (City in Wisconsin), United States. It's address is N84 W15787 Menomonee Ave #5, Menomonee Falls, WI 53051.

N84 W15787 Menomonee Ave #5, Menomonee Falls, WI 53051

5V9V+RG Menomonee Falls, Wisconsin

(262) 923-8100

managedtaxes.com

Check Time Table for Tax Management & Financial Horizons


Monday8 AM to 8 PM
Tuesday8 AM to 8 PM
Wednesday8 AM to 8 PM
Thursday8 AM to 8 PM
Friday8 AM to 5 PM
Saturday8 AM to 5 PM
SundayClosed

Questions & Answers


Where is Tax Management & Financial Horizons?

Tax Management & Financial Horizons is located at: N84 W15787 Menomonee Ave #5, Menomonee Falls, WI 53051.

What is the phone number of Tax Management & Financial Horizons?

You can try to calling this number: (262) 923-8100

What are the coordinates of Tax Management & Financial Horizons?

Coordinates: 43.1696122, -88.1061986

Tax Management & Financial Horizons Reviews

James White
2024-03-22 16:08:03 GMT

My return was very complex with capital gains issues and sell employment questions. Mike, with his vast tax knowledge, was able to navigate through the system and generate a satisfactory solution.
He gave me many tax savings ideas and saved us thousands legitimately.
Very pleased with his service and obviously would recommend him to others.

Abby Colondro
2024-02-06 23:05:03 GMT

Michael was so great to work with. He took time to review my husband and I’s returns and make sure we were being efficient. He showed us things to look out for and really cared about teaching us. We are definitely recommending him to all our friends.

Anne Bastow
2023-11-30 20:46:07 GMT

I highly recommend Tax Management! While they are very efficient in completing tax returns, their experience goes way beyond preparing returns. Mike has been an invaluable asset in helping us reduce tax burdens for several businesses and family members. I wish I had met him years ago! Whether you need a simple tax return prepared or strategic planning to reduce your tax burden, I recommend Tax Management whole heartedly.

Bob Zentgraf
2024-02-08 14:13:22 GMT

Mike has gone above and beyond in handling my taxes. Had inheritance issues to deal with this year and he took care of everything. Even pointed out I could do some amended state returns to recoup some money. Wonderful experience and very reasonable prices

C B
2023-11-27 21:33:59 GMT

Michael and his Team are exceptional. I have a pretty interesting tax situation requiring amendments for multiple years. Michael is responsive, attentive, knowledgable and fair. We talked in his office, and he is a great listener, while also looking for ways to save me money on my taxes. Rest assured, I will no longer be using Turbo Tax!

Belinda jackson
2024-03-08 23:49:04 GMT

Michael has been doing our taxes for years. He is extremely knowledgeable accurate and great company during our visits and fantastic prices and services. Thanks Michael

Martha Wegener
2024-04-05 14:33:13 GMT

Mike was very helpful for a “complicated to my father” return. He explains throughout the process and made Dad comfortable. I highly recommend his services

Fritz McBride
2024-03-07 18:51:28 GMT

Mike has been my CPA for years. He has always taken the time to help me file my taxes for the year and provided a wonderful service. Tax Management & Financial Horizons gets it done.

greg opahle
2023-12-03 20:11:56 GMT

I have worked with Mike for 7 years. As a small business owner Mike has been incredibly valuable. He always has time for questions and makes complex situations easier to understand. If you are a small business owner give Mike a call.

Larry Xu
2023-09-12 20:10:32 GMT

Mike is such an incredible CPA and man. He was so helpful and patient and explained things to us in a very understandable way. Within 45 minutes we were able to sort out things that we hadn't been able to for weeks. Definitely recommend Mike and his team to everyone for their excellent service and exceptional expertise!

saf
2023-11-15 14:16:09 GMT

Mike (the owner) has always been extremely helpful with my tax and other related questions and issues. Their prices are very reasonable.

Thanks Mike and team!

cf 2335
2024-03-29 18:50:41 GMT

Mike was a pleasure to work with. He took the time to explain things and took the stress out of taxes.

Zachary Reed
2024-02-09 02:21:15 GMT

This is my third year working with Mike. He’s been super helpful to work with as a small business owner. Highly recommend.

AUDREY LEREN
2022-12-11 14:34:53 GMT

I had a tax problem that needed immediate attention. For being my first time with this business I was very impressed at how fast I was able to get an appointment. Mike Sargent eased my mind and helped resolved my situation. He was very knowledgeable, kind and this service will have my business in the future. I will recommend them to my family and friends.

Rose Sliwinski
2024-01-20 16:03:46 GMT

Great service, prompt in answering any questions or concerns, very reasonable pricing
Mike Sargent is great to work with & makes tax season a breeze

Patrice Olin
2024-02-22 18:26:16 GMT

Mike is friendly, knowledgeable and thorough. We greatly appreciate his work!

rebecca thieme
2022-07-06 18:10:34 GMT

I met with Mike Sargent to review an issue that I had with an ex-boyfriend claiming my son as a dependent. Mike had complete knowledge of IRS processes and forms. He was able to review the IRS Record of Account and confirm that my tax return was rejected due to the fraudulent tax return filed by my ex. He was personable and professional and also told me his company could help me set up an ID.me account with the IRS in order to be able to view my tax return status in real time. He provided me with everything I will need for my upcoming court date. I am eternally grateful for everything he was able to do for me!

Rose Zamiatala
2022-09-24 13:16:30 GMT

The ordinary citizen is ill equipped to deal with big business like the IRS. We didn't know what to do when we never received our federal tax return and found out later our tax return was under investigation for fraud, scammers were trying to use our identity to claim our return as their own. Michael Sargent CPA specialist walked us through navigating the complex process of proving our identity and convincing the IRS system we were, in fact the rightful recipients of the tax return in question. We can never thank him enough for his patience and diligence as this process took almost 2 hrs. So , at the end of our appointment he was going to donate his time for doing this all, as it wasn't our fault. What a great experience, as we were at the end of our rope. We called other tax agencies and no one would take this case on . A big shout out and recognition to this organization for helping out the " little guy"

Jennifer Gross
2021-02-13 19:40:22 GMT

We saw Michael today and we’re incredibly impressed with his knowledge and expertise. He was apologetic when we were interrupted by another staff member asking questions for her client. However, as a teacher I was again further impressed by his knowledge.

We were able to get many questions answered in a manner that was very easy to understand. He was extremely patient and kind as well.

We saved 50% more than where we had been customers for over ten years and feel as though we had more interaction in this one visit than all others combined.

I very much highly recommend this location and Michael specifically.

Jenna Conley
2021-07-10 19:21:20 GMT

Hands-down the best place to get your taxes done! Michael has been doing our taxes the last 7 years. He is extremely knowledgeable, accurate and great company during our visits. Fantastic prices and service! We will never go anywhere else. Thank you Tax Management!!

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Tax Management & Financial Horizons Directions
About Waukesha
City in Wisconsin

Waukesha is the seat of government of Waukesha County, Wisconsin, United States. It is part of the Milwaukee metropolitan area. Its population was 71,158 at the 2020 census, making it the seventh-most populous city in Wisconsin. The city is adjacent to the Village of Waukesha. source

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