Accounting and tax for real estate in Mequon, delivered remotely

Sound familiar?

• You want a clearer picture of each property.

  Books kept property by property show what each one earns and costs — and carry straight through to your return.

• Properties held in partnerships or LLCs.

  Coordinate the returns and reporting required for your properties and entities with your individual tax return.

• A purchase, sale or refinance is coming.

  The tax effect of a transaction is best understood before it closes, not after. Talk it through with Brent while the choices are still open.

Your situation isn’t on this list? Tell us about it — every engagement starts with a conversation.

How we help.

• Monthly accounting

  Property-level books, reconciled and reported.

• Individual returns with rental properties

  Federal and state, rental activity included.

Services and starting prices.

• 01

  Tax Preparation

  From $300

  Individual returns (federal and one state) from $300; business returns from $750.

• 02

  Accounting + Tax + Planning

  From $900/mo

  Monthly accounting and reporting, business and owner tax returns, proactive tax planning and year-round CPA access.

  Founding Client Rate: $825/month for your first 12 months when you engage by March 31, 2027. Terms

• 03

  Monthly Accounting

  From $400/mo

  Transaction categorization, account reconciliations, financial statements and regular accounting support.

Starting prices. Your scope and price are agreed in writing before work begins.

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Mequon at a glance

• 52

  real estate firms with paid employees in the ZIP codes 53092 and 53097 that serve Mequon

  Source: U.S. Census Bureau, ZIP Code Business Patterns 2023

• 8%

  share of returns with rental or royalty income (proxy)

  Source: derived by Tucker from IRS Statistics of Income ZIP code data, tax year 2022 (returns filed from the place’s ZIP codes, a proxy for the place)

• 10.0

  property managers per 10,000 tax returns filed in its ZIP codes

  Source: derived by Tucker from Census ZIP Code Business Patterns 2023 and IRS Statistics of Income ZIP code data, tax year 2022

Tax offices for Mequon real estate businesses

• City of Mequon Finance Department

  City business tax and licenses.

  11333 N. Cedarburg Road, Mequon, WI 53092

  Phone (262) 236-2947

  Official website

• Ozaukee County Treasurer

  County property tax collection.

  121 W. Main St., Port Washington, WI 53074

  Phone (262) 284-8280

  Official website

• Wisconsin Department of Revenue, Customer Service Bureau

  State tax and revenue agency.

  Phone (608) 266-2776

  Official website

• IRS Taxpayer Assistance Center - Milwaukee

  Federal tax help in person.

  211 W. Wisconsin Ave., Milwaukee, WI 53203

  Phone (414) 231-2100

  Official website

Across ZIP codes 53092 and 53097 serving Mequon, 2023 Census ZIP Code Business Patterns counts 52 real estate firms with paid employees.

Under 2023 Census and 2022 IRS figures, Tucker derived 10.0 property managers per 10,000 tax returns filed in those ZIP codes. From IRS data as a proxy for Mequon, an estimated 8% of returns report rental or royalty income.

Within Mequon, Ozaukee County, Wisconsin, the City of Mequon Finance Department is the city office for local taxes and Ozaukee County Treasurer collects property tax.

Real estate firms contact the Wisconsin Department of Revenue, Customer Service Bureau and the IRS Taxpayer Assistance Center - Milwaukee, while Tucker CPA reconciles monthly books.

Source: each office's official website, checked October 16, 2026.