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Rosie's Tax & Bookkeeping Services, L.L.C.

"Appointments Every Hour! New Clients Need Appointment, Prior Clients Can Drop Off!"

About Us

Rosie’s Tax & Bookkeeping Services, L.L.C. is a trusted tax preparation and bookkeeping office in Franklin, WI, serving individuals, families, and small businesses in Franklin, Palmyra, Oak Creek, Greendale, and nearby communities. We provide personal tax returns, small business tax services, and bookkeeping support with a focus on one-on-one, client-focused service. During tax season, appointments are scheduled on the hour only. New clients must schedule an appointment, while returning clients may drop off tax documents without an appointment. Rosie’s delivers accurate, reliable, and stress-free tax services you can depend on.

Areas Served

Our Professional Associations

Better Business Bureau

Our Certifications

Tax Accountant

What We Offer

Our Specialties include:

Personal, One on One Services
We Accept Drop-Offs, Curbside Interviews and Pick Ups

Our Services include:

Tax Services: We offer comprehensive tax preparation services tailored to your needs, including personal tax returns, Schedule C businesses, rental properties, and out-of-state returns. Whether you're filing as an individual or managing multiple income sources, we ensure accuracy, compliance, and maximum deductions.
Business Services: Our small business payroll services are designed to simplify your operations. We handle payroll processing with precision and confidentiality, allowing you to focus on growing your business while we take care of the numbers.
Client Information: We make tax filing easy and convenient. E-mailed documents are accepted, and we kindly ask that new clients bring their previous year’s return to their appointment for a smoother and more accurate filing process. Call today to schedule your appointment—we’re here to help every step of the way.

Testimonials

On 3/20/2025 Monica Perkins had this to say:
This is the best tax preparation person that I've ever used. Rosie is so knowledgeable on the tax laws. She gives advice as to what we should be deducting this year as well as planning ahead for the next year. I have recommended Rosie to people, and everyone says she's really good, and very friendly. I highly recommend Rosie's Tax Service.

On 2/27/2025 John Thanas had this to say:
I've been coming to Rosie for my taxes for over 30 years. She always does great. Very happy with her sevices.

On 1/19/2024 Betsy Katschke had this to say:
Rosie is incredibly kind, thorough, and helpful! I had some complicated taxes last year and knew there was no way I would be able to navigate filing them on my own, and was so appreciative that Rosie was able to help get everything sorted out. Highly recommend!

On 1/30/2023 Robert Passante had this to say:
Great accurate and diligent service!

On 8/25/2022 jackie nelson had this to say:
Rosie is awesome. smart, welcoming, up-to-date on tax law . highly recommend. Testimonial written by jackie nelson on this site.

Contact Us

Rosie's Tax & Bookkeeping Services, L.L.C.
11626 W. Saint Martins Rd. Franklin, WI 53132
Phone: (414) 376-6671
Email: rosiestaxandbkkg@gmail.com

Corner of Forest Home Ave and Saint Martin's Rd. in Franklin

Where To Find Us

Payment Types Accepted

Visa, MasterCard, American Express, Discover, Personal Checks, All Major Cards Accepted, Zelle

Our Hours

Holiday Hours May Vary. Please Call For Details.

Monday: 9:00 AM - 7:00 PM
Tuesday: 9:00 AM - 7:00 PM
Wednesday: 9:00 AM - 7:00 PM
Thursday: 9:00 AM - 7:00 PM
Friday: 9:00 AM - 7:00 PM
Saturday: 9:00 AM - 3:00 PM

FAQ

How are appointments scheduled during tax season?

During tax season, appointments at Rosie’s Tax & Bookkeeping Services are scheduled on the hour only (for example, 9:00, 10:00, 11:00). We do not offer half‑hour appointment times during this period to ensure each client receives dedicated attention and efficient service.

Do I need an appointment to drop off my tax documents?

New clients must schedule an appointment before dropping off documents. Returning clients are welcome to drop off paperwork without an appointment, making the process quick and convenient.

What documents do new clients need to bring to their first appointment?

New clients are requested to bring their previous year's tax return to their initial appointment for a comprehensive review and accurate filing.

Do you accept electronic submissions for tax return documents?

Yes, we accept e-mailed information for your convenience. Please contact us for submission guidelines.

Can you handle tax returns and services for out-of-state clients?

Absolutely, we offer tax preparation services for out-of-state returns, ensuring compliance with all relevant state laws.

Do you provide tax services for small business owners?

Yes, we specialize in personal tax returns, including those for Schedule C businesses and rental properties, and offer comprehensive payroll services for small businesses.

How can I schedule an appointment for tax preparation services?

To schedule an appointment, please give us a call. Our friendly team will assist you in finding a convenient time for your consultation.