Schedule an In-Person Appointment
Greenfield, WI: Call or text 414-930-4411 ( Wendy, Cori )
Waukesha, WI: Call or text 262-574-9266 ( Kaylene )
Filing taxes can be simple, secure & affordable
See our "taxperts" with three convenient filing options for your income tax preparation
Office hours are by Appointment only May - December.
CLIENT
REVIEWS
SHELLEY
KNIGHT
I love this place! My family and I have been going here for many years! Cori is my Tax Accountant and she is amazing! I would highly recommend Convenient Tax Services.
ERIN
WAIT
Like the name says - convenient! Also fast turnaround, great personal and online customer service, very responsive and the prices for services are very reasonable.
JOE
KONOPKA
Saved me thousands of dollars in taxes this year. Professional and knowledgeable, Wendy could answer every question I had even about filing for next year. Thank you!
HANA
SCHMIDT
3rd year going here, Wendy is excellent! Always timely(even during busy tax times) and friendly, will continue to come back.
RICK
SANCHEZ
The ladies are the BEST in the business. Very knowledgeable and friendly.
KARA
LASEE
This place is great, appointment on time and you can even send them your documents to them instead of a visit.
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MEET THE
PREPARERS
"Friendly and quick! Couldn't ask for more at tax time”
--David S., tax client
AMANDA
TAX ASSISTANT
KRISTEN
SUPPORT
KYLE
SUPPORT
OUR
TEAM
FREQUENTLY ASKED
QUESTIONS
We know there are many questions and potential anxieties when it comes to filing your taxes. We are here to be your partner through each step to make sure you are comfortable and feel informed.
In addition, we have created this helpful FAQ section of searchable articles and answers designed to put information at your fingertips.
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FAMILY
OWNED
Income tax preparation may seem like an unlikely "family bond" but we love it! Wendy Vernon and Cori Huston are sisters while Kaylene Dowdle is our beloved "cousin like a sister." Wendy’s and Cori’s mom, Sue Covington, started the business in Wisconsin and recently opened a location in Florida, with her daughter-in-law, Amy Gour.
As family, we have always been close, but starting our individual tax preparation business has brought us closer together. You could say that it is “in the blood.”
With over 30 years of experience, you can count on us to prepare your return right. Come experience the "family atmosphere" at Convenient Tax Service where our experienced preparers and support staff make tax time a little more fun.
WE MAKE FILING SIMPLE
We partner with our clients to ensure that tax season is as simple as it can be. We offer a blend of personal service and expertise at an affordable price.
Once we securely receive your documents through our convenient filing options, we will get to know you and your situation so that we can offer the most accurate and up to date return.
1. GETTING TO
KNOW YOU
To ensure timely and safe communication of your tax information to your preparer, we offer four very easy to use document delivery methods that make the process as streamlined as possible.
2. GETTING TO
KNOW YOU
We provide a high level of flexibility when getting to know more about you and your tax information. We offer consultations in person in a sanitary environment, over the phone or via video conference-all tailored to make your tax experience as simple and safe as possible.
3. Features
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4. The Latest
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1
SECURE DOCUMENT
HANDLING
We offer three easy ways to ensure timely and secure communication of your tax documents. Drop-off, upload, or in-person appointment options are available.
2
GETTING TO
KNOW YOU
Getting to know you and your tax information is important to us. We offer consultations in person, over the phone, or via video conference - all tailored to make your tax experience simple and secure.
New clients: Free review of your prior year available.
3
REVIEW &
SIGN
When your return is complete, you may e-sign or pick up and sign in person. Joint returns must be signed by both parties. You may receive either a hard copy or digital encrypted copy of your return.
4
YEAR ROUND
SUPPORT
Our tax team is available year-round for any questions or tax planning needs you may have.
My name is Cassandra and I work with the team of professionals at Convenient Tax Services. I enjoy working with clients to help them understand their unique tax situations. I also enjoy helping our clients learn more about taxes though our blog and social media posts.
As a newer member of the team, I feel part of a loving family that takes care of their clients’ tax needs. I look forward to working with and building relationships with clients each year.
Cassandra Tyler
Associate Tax Preparer
My name is Amanda and I work with the team of professionals at Convenient Tax Services. I have worked with Convenient Tax Service since 2012, working my way up from working at the front desk, to managing the front desk, to data entry, and finally assisting with personal tax appointments and drop offs.
This office is a second family to me and I truly enjoy doing something I love surrounded by the people I love. Someday I hope to build the same relationship with clients of my own as I progress in this field. I look forward to seeing all of our customers each year!
Amanda Williams
Associate Tax Preparer
My name is Jake and I work with the team of the professionals at Convenient Tax Services. I work at the Waukesha office with my mother, Kaylene Dowdle. I am the newest addition to the tax family they have created.
I enjoy being in customer service and learning about the family business. I handle the data entry and communicating with the clients that drop off their returns.
I am proud to be a part of this team and “tax family” that we have created and look forward to working on building the relationships between our office and clients.
Jakob Lee
Associate Tax Preparer