My name is Wendy Vernon and I am a business owner of Convenient Tax Service. I have prepared taxes for over 22 years and help over 1300 taxpayers a year. I like that we can provide a relaxed, friendly atmosphere for our clients at an affordable price. Most of the new clients that we get every year are family and friends of clients that we’ve had for years and we really appreciate the trust our clients have in us.
During the “off season” either myself of my staff can be reached year round. In my spare time I love to play tennis and watch as my children also develop in the sport.
Phone: (414) 327-0200
Owner, Convenient Tax Service - South Office
My name is Cori Huston. I have been preparing tax taxes for clients since 1989. I have a passion for tax preparation (odd thing to say, I know) but also I help clients understand what I think of as “What you can’t not know,” meaning, I want clients to understand enough of how taxes work so they can save money just by understanding a few basic principles.
I am available year round for questions and I encourage my clients to reach out with their tax questions – especially during times of transition (divorce, retirement, etc) - and when they have financial decisions to make that can have tax consequences. I know that I appreciate and value the relationships that I have developed with my “go to” people.
In the “off season” I am enjoying having a young family (triplets, if you can believe) and watching them grow and develop.
Please contact me or my friendly staff if we can help.
Phone: (414) 817-1550
Owner , Convenient Tax Service - West Office
My name is Kaylene Lee and work out of our Greenfield office and also out of my Waukesha office. I have been preparing taxes for over 17 years. I enjoy getting to know my clients and checking in with them every year- especially when there are little “tax deductions” as we call them - and we can see families grow when they come in once a year. During the off season I enjoy traveling and visiting our family home in Florida.
I am available year round for questions!
Phone: (262) 574-9266 West Office / (414) 327-0200 South office
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
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.
"Service was great. Made an appointment and got everything done."