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Mequon Tax Accountant Steve Meyerson, CPA

Steve Meyerson is a Certified Public Accountant based in Mequon, WI. He has been in practice for more than 30 years. His practice emphasizes tax planning and tax return preparation services. The client base includes individuals in 14 states and 2 foreign countries. Has also written articles on current tax rules that have appeared on numerous online publications, including the Reader's Digest online edition and

Steve's practice emphasizes tax planning and preparation. He is a financial advisor to many real estate partnerships and closely held businesses and have substantial experience in trust and estate taxation. He has also been trained as a divorce specialist and serve as a financial neutral in collaborative divorce cases.

Both his undergraduate degree in accounting and his masters degree in taxation were earned at the University of Wisconsin Milwaukee. He is a member of the American and Wisconsin Institute of Certified Public Accountants and the Collaborative Family Law Council of Wisconsin.

He has been listed as a Five Star Wealth Manager in the Taxation category in Milwaukee Magazine from 2014-2019. He has written articles on current tax rules that have appeared on numerous websites including the Reader's Digest online edition and

He has also served on many professional and civic groups. He is the past treasurer of the Mequon-Thiensville Chamber of Commerce and co-chair of the Public Education committee of the Collaborative Family Law Council. He has served on the Wisconsin Taxation and Technology committees of the Wisconsin Institute of CPA's.

Steve has have also served on the boards of the Congregation Shalom, Civic Music Association, Milwaukee Chamber Orchestra, BBYO and the Milwaukee Christian Center.
Service Lines
Tax Preparation
Tax Planning
Business Consulting
Payroll & HR
Tax Problems
Tax Preparation
Virtual CFO
Industry Focus
C Suite
Doctors and Medical Professionals
Realtor & Real Estate Professionals
Lawyers & Attorneys
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10 reviews
5.0 04/01/2020
Steve is ALWAYS responsive to any inquiries! I'm most comfortable knowing his advice is always based the the most current tax and accounting guidelines.
5.0 01/02/2018
Steve has been my personal and business go to accountant for over 30 years! Always accessible and knowledgeable with answers.
1.0 04/10/2015
This is my first time working with Steven, and let me tell you it was a nightmare. Although I gave him a full six week prior to the tax deadline, I decided to cut my losses and not have him file my taxes. It took five emails during a span of 3-4 weeks before I even got a response from Steven on basic questions, such as "what is the status of my return and do you file electronically" (that's right, he would not respond to these question). Finally, when I got a response it said "its in process and awaiting my review", what does that even mean? Anyways, I followed up with asking for a timeline, alas i did not get a respond and decided to get my documents back and run for the hills. Furthermore, when I first met with him it seemed he was not aware of some basic tax strategies such as a back door roth IRA. Disclaimer: I am not associated with Steven Meyerson in anyway and do not get any compensation from him or any of his affiliates for this honest feedback.
5.0 03/11/2015
Steve has been an excellent accountant for multiple members of my family for well over a decade. He has been available for questions, guidance, assistance and prepared all of our taxes. We could not be more pleased with our association with Steve.
5.0 03/06/2015
Steve has been very helpful and competent in answering complicated tax questions and in preparing my tax returns. I really enjoy working with him.