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DB Tax & Wealth
- Tax Services
- South Milwaukee, WI
About this business
Established in 1989 by its founders Larry & Diane Burger. After many years of dedicated service with the Wisconsin Air National Guard – 128th Air Refueling Wing in Milwaukee, WI, Larry and Diane retired from the military and ventured into small business entrepreneurship. After its establishment and continued growth, new staff was hired, more office space was added, and the firm began to accomplish what most small businesses envy – that is growth, dedicated clients, quality service, and an excellent reputation in a great comm... read more
Location details
1125 Milwaukee Ave, South Milwaukee, WI, 53172, United States
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Handed in all paperwork a month before deadline. Taxes were ready a few day before deadline. Received a letter from IRS shortly thereafter, stating errors and an additional payment to be made. Reached out to db tax, took them a week to respond with. " yeah just pay it" A few months later I received yet another bill from the IRS citing an accuracy and an additional payment. keep in mind I don't run a business I have a job and my wife has a job it was a simple tax return
DBHW Wealth Partners has some of the most friendly, knowledgeable, and professional staff that I have encountered. Everyone on your team is so patient and easy to work with. I am very privileged to work with such a fine establishment.
We’ve worked with Lisa for many years, for both tax and financial planning services. She’s always treated us as valued clients. What I appreciate and respect the most, is that every person we’ve interacted with there shares her commitment to personal service. As a group they are responsive, accommodating, professional and comfortable to engage with.
Prepared our taxes for years, quality service and fair pricing. This year was a different story. Took a month to prepare our taxes and the price was 50% more than our 2021 tax return and $50 more than quoted. You are currently just expected to pay whatever they decide to charge, and you have to pay a deposit larger than the quoted amount before they will even look at your taxes. Communication was not as good as it was in the past. I certainly wish them the best and hope this is just a glitch as they grow.
Been working with them for several years, Melissa and staff educate, then advise, and thus far have proven more than reliable with my families finances and ultimately future.
Frequently asked questions about DB Tax & Wealth
How is DB Tax & Wealth rated?
DB Tax & Wealth has a 4.9 star rating with 143 reviews.
When is DB Tax & Wealth open?
DB Tax & Wealth might be open. It requires an appointment.