Schedule An In-Person Appointment
Greenfield - 414-930-4411 call or text
Waukesha - 262-574-9266 call or text
Filing taxes can be simple, secure & affordable
See our "taxperts" with four convenient filing options for your income tax preparation
CONTACT
US
SOUTH OFFICE
We are a second generation, women owned business with 30+ years of tax experience. We take a personal approach to processing over 3,200 filings every year & growing!
TAX PREPARATION FROM PEOPLE YOU CAN TRUST
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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"Friendly and quick! Couldn't ask for more at tax time”
--David S., tax client
WENDY VERNON
PREPARER | GREENFIELD OFFICE
Many of clients have come to feel like family.
I love to help clients save money and feel confident that their taxes are done right.
CORI HUSTON
PREPARER | GREENFIELD OFFICE
I enjoy catching up each year with clients.
I want my clients to know they have a
"go to" person for questions about taxes year round.
KAYLENE DOWDLE
PREPARER | WAUKESHA & GREENFIELD OFFICE
Clients can feel confident that their taxes are done right. I look forward to seeing my clients each year.
MEET THE
PREPARERS
AMANDA
TAX ASSISTANT
KRISTEN
SUPPORT
KYLE
SUPPORT
OUR
TEAM
What do I need to bring in to complete my taxes?
Whether you are a new or returning client, see where to find what you need to bring in this year!
Reporting your stimulus amounts on your taxes
Ways to report your stimulus amounts on your 2020 tax return.
Educators Can Now Include PPE Expenses As Deductions
Hey Educators! Did you know that this year PPE equipment is included for your educators expense deductions for the 2020 tax year? Each ye...
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FAMILY
OWNED
Income tax preparation may seem like an unlikely "family bond" but we love it! As family, (Wendy and Cori are sisters, Kaylene is our beloved "cousin like a sister") we have always been close, but starting our own individual tax preparation practice as brought us closer. You could say, "it's in the blood."
Come experience the "family atmosphere" at Convenient Tax Service where our great preparers and upbeat support staff make tax time a little more fun.
And, with over 30 years' experience, you can count on us to prepare your return right.
WE MAKE FILING SIMPLE
We partner with our clients to ensure that tax season is a 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
DELIVERY
We offer four easy ways to insure timely and safe communication of your tax documents. Drop off, upload or in person appointments options available. New in 2021: Home pickup and delivery.
2
GETTING TO
KNOW YOU
Getting to know you and your tax information is important to us. 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.
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 Linda Lied, and I work with the team of professionals at Convenient Tax Services. I have been preparing taxes for 8 years and still look forward to each and every tax season! I am an accountant by degree and love working with my clients. From first-time filers to seasoned individuals, I genuinely enjoy helping clients understand the annual tax return process and work hard to minimize their tax liability.
In the "off-season" I am available to answer questions and take care of your tax needs. I also coach high school tennis and enjoy spending time with my wonderful husband, children, dog and friends.
Linda Leid
Tax Preparer
My name is Cassandra. I have been assisting in the operations of the tax service for 3 years. I enjoy meeting clients and helping to answer questions. I am available year round to provide support. Please don’t hesitate to reach out. I love to help!
Cassandra Tyler
Tax Assistant
I love to work with clients one on one: breaking down complex financial planning concepts in a way that is approachable and fun. I am a tax savvy advisor who specializes in the following areas:
Individual Retirement Income Planning, Tax-Sensitive Distribution Strategies, Risk Management
Strategies, Goal-Setting and Financial Literacy.
Phone: (414) 861-7977
Email:
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Integrity Wealth Management is not affiliated with Kestra IS or Kestra AS.
Scott Miller
Tax Planner
MEET OUR
DYNAMIC TEAM
