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    Wilson Financial

    5.0 (1 review)
    Closed 8:00 am - 5:00 pm

    Services - Wilson Financial

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    1 More Service

    Tax planning

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    Recommended Reviews - Wilson Financial

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    11 years ago

    Tim Wilson has handled our tax returns and financial planning for the past several years. He is prompt, thorough, and accurate.

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    H&R Block

    H&R Block

    (4 reviews)

    We took our taxes to H&R Block's Northland Mall office in Appleton, Wi. for the first time this…read moreyear, 2025. We had Jessica P as our tax pro. She was amazing! She's friendly and knowledgeable and got our taxes done that evening. If you can ever say you had fun getting your taxes done we did with this sweet young woman. I would highly recommend her! Thank you Jessica!! Dennis & Cheryl

    If you are going to use H&R Block, please be very careful. Here is a summary of my experience:…read more (yes, this is actually skipping a lot of details in my attempt to be brief!) In January 2022, I gave 3 years of tax info to a preparer here in Appleton, WI who said she'd get back to me in a week or so. She didn't. In the summer of 2022, a different person called me, asking if I had info for them to do my taxes. I said I'd already given it to them and made an appt. Morning of the appt I received a call from a third person who said she was the office manager and asked if I had files to upload. I told her they already had the info. I went to my appt, found out the branch office was closed, had to call and get the address of the open office, none of which had been explained to me. I got there and was told by the office manager that they couldn't find my files. After weeks of ridiculous phone calls and excuses, I filed a complaint with BBB. They followed up with H&R Block. A month later, I checked with BBB on progress and received the corporate H&R Block response which was basically that they were closing this. I replied that I did not consider it to be closed until I got my files back. A few days later, I got a call from the new H&R district manager who said the files were gone, apologized, and asked me what they could do to help. He gave me a year of free credit/ fraud reporting. The next day or so, he called to tell me they found my files at an offsite permanent storage facility, after he asked them to return the last couple of batches of files that had been sent up. I drove over and got my files. Although I appreciate his taking the time to track them down and return them to me, I can't recommend this company to anyone. Tax preparers should be the gold standard of efficiency, security and honesty, and to me this company appeared more like lead. So if you use them, stay in close touch with them and keep backups of everything you give them.

    Wilson Financial - taxservices - Updated May 2026

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