Tax Preparation Services inWaukesha, WI
143 E. Sunset Drive
143 E. Sunset Drive
Waukesha, Wisconsin 53189
US
(262) 323-5000
https://maps.google.com/maps?cid=3471938858633692821
Jackson Hewitt
USD
Services Available
Drop off available
Refund Advance
MAP & DIRECTIONS
Book your appointment
Expert Tax Pros are here for you. Hurry in today!
Tax services at this location
Refund Advance
Our tax advance loans have ended this year, but our Tax Pros are ready to help you get your biggest refund!
Drop-off Available
Perfect for busy lives. Drop off your tax documents and a Tax Pro will take it from there, including a quick call to review your final return and convenient e-signing.
Frequently Asked Questions
What is a Refund Advance loan?
A Refund Advance loan is a loan that is repaid with your tax refund. Sometimes the IRS can take weeks to send you your refund, so a Refund Advance loan gives you the opportunity to get money before your tax refund arrives.
When can I get a Refund Advance loan this year?
Refund Advance is no longer available this year. Early Refund Advance was available at select locations December 11, 2023 until January 14, 2023. No Fee Refund Advance was available January 2, 2024, at most locations until February 11, 2024.
What types of appointments can I book?
We offer appointments for in-person tax preparation, drop-off tax preparation, and help with IRS letters.
What is Drop off and go tax preparation?
With Drop off and go tax preparation, you can drop off your tax documents to our 143 E. Sunset Drive office. You don’t have to come back. We’ll contact you to share any additional documents, review your return, and e-Sign your return.
Can I apply for a Refund Advance loan if I choose Drop off and go?
Refund Advance is no longer available this year.
Do I need to schedule an appointment for Drop off and go?
We recommend booking an appointment online or calling us at (262) 323-5000 to reserve time with a Tax Pro. You may also walk in without an appointment at our 143 E. Sunset Drive office.
What languages do you speak?
Tax Pros at 143 E. Sunset Drive Jackson Hewitt speak English.
About this tax preparation office
The Tax Pros at Jackson Hewitt in Waukesha can prepare and file your taxes, amend returns, and provide answers to your tax questions. To make an appointment, call us at (262) 323-5000 or book online. You'll always get the guaranteed biggest refund and our 100% Accuracy Guarantee. Our address is 143 E. Sunset Drive, Waukesha - In The Shopping Center With George Webb. We look forward to helping you with all your tax needs.
Maximum Refund Guarantee (Biggest Refund Guarantee)
If you are entitled to a federal refund on a Covered Tax Return (as defined below) that is larger than what was determined by Jackson Hewitt at the time the Covered return was submitted to the IRS, Jackson Hewitt will refund the tax preparation fees paid for that Covered return (excluding other product and service fees) and provide an additional $100 (the “Maximum Refund Guarantee”). All payments made under this guarantee will be made directly to the primary taxpayer on the Covered Tax Return via cash, check, or prepaid card. “Covered Tax Return” means a Federal (excluding non-resident) tax return for the 2022 tax year that was prepared by Jackson Hewitt Tax Services or its Franchisee (not applicable to “Jackson Hewitt Online”) and filed on or prior to the annual IRS deadline or, if the filing date is properly extended, the IRS extension deadline. All payments made hereunder will be made directly to the primary taxpayer on the Covered Tax Return via cash, check or prepaid card. In order to submit a valid claim (a) you must notify the Jackson Hewitt Tax Services office through which your in-store return was filed (“Jackson Hewitt Office”) in writing or in person or, if your return was prepared with assistance through our virtual platform, notify a client service representative in the manner provided through the virtual platform, in either case by the annual IRS deadline for the year of your tax return (and promptly at any time you otherwise discover any error in connection with your Covered Tax Return) (a Claim”); (b) file an amended return with Jackson Hewitt Tax Office by the annual IRS deadline for the year of your tax return or, if the filing date is properly extended, the IRS extension deadline. The refund amount determined in the amendment must be larger than the refund amount determined in the Covered Tax Return. Same tax facts must apply to the amended return as determined by Jackson Hewitt. Call 800-234-1040 with any questions or to dispute a determination of your Claim as rendered by Jackson Hewitt Office. In no event does this Maximum Refund Guarantee cover additional taxes owed. Most locations are independently owned and operated. THIS PARAGRAPH DESCRIBES THE ENTIRE LIMIT OF JACKSON HEWITT’S RESPONSIBILITY, OBLIGATIONS AND LIABILITY WITH RESPECT TO THE MAXIMUM REFUND GUARANTEE AND YOUR SOLE AND EXCLUSIVE REMEDY FOR ANY ERRORS OR OMISSIONS IN YOUR COVERED TAX RETURN CAUSED BY JACKSON HEWITT THAT RESULTED IN A LOWER TAX REFUND THAN THAT WHICH YOU OTHERWISE MAY HAVE BEEN ENTITLED. IRS Audit Assistance: Jackson Hewitt cannot act as your legal counsel, financial advisor, or otherwise represent you in connection with an audit. Ask a Tax Pro for details. Valid at participating locations only. Most offices are independently owned and operated.
Lifetime Accuracy Guarantee
With our Lifetime Accuracy Guarantee (“Accuracy Guarantee”), if an error is made in the preparation of your Covered Tax Return (as defined below), you are entitled to reimbursement of penalties and interest imposed by the applicable tax authority (and not any additional taxes owed or reduction in an expected refund) during your lifetime in connection with the Covered Tax Return, up to an aggregate limit of $20,000. “Covered Tax Return” means the annual Federal (excluding non-resident), state or local tax return that was prepared by Jackson Hewitt Tax Services or its Franchisee (not applicable to “Jackson Hewitt Online”) and filed on or prior to the applicable annual IRS deadline or, if the filing date is properly extended, the IRS extension deadline. To submit a valid claim, you must: (a) notify the Jackson Hewitt Tax Services office through which your in-store return was filed (“Jackson Hewitt Office”) in writing or in person within 30 days of the date set forth in the first written notice you receive from the applicable tax authority concerning your Covered Tax Return (and promptly at any time you otherwise discover any error in connection with your Covered Tax Return) (a “Claim”); (b) provide copies of all documents related to the Claim or otherwise requested (including any letters from the tax authority and all documentation supporting your tax return); (c) allow Jackson Hewitt, its Franchisee or its authorized representative to investigate and represent you before the applicable tax authority with respect to the penalty, interest, additional tax or refund shortfall, in any manner appropriate, at the expense of Jackson Hewitt, and (d) cooperate and assist in these efforts (including signing appropriate authorizations). You are solely responsible for paying the applicable tax to the appropriate tax authorit(ies) in a timely fashion, regardless of your eligibility for subsequent reimbursement under this Accuracy Guarantee. Coverage under this Accuracy Guarantee is subject to prior payment in full of tax preparation fees (which are not subject to refund under this Accuracy Guarantee). Failure to comply with these and other conditions instructed by Jackson Hewitt may result in the denial of your Claim. This Accuracy Guarantee does not apply to the following situations (each an “Exclusion”): (i) in the case of a late filed return (except for an approved IRS extension), interest that accrues from the applicable tax filing deadline until the date you file your return; (ii) any officially published tax law changes after January 1, 2023; (iii) your information is incomplete or, insufficient or your provide inaccurate or false information to your Jackson Hewitt Office or to Jackson Hewitt Inc. or its affiliate; (iv) your tax refund was reduced or not received as a result of a tax lien, judgment, support order, unpaid student or government related loans, back taxes, or any other government offset or collection activity; (v) you are unable to substantiate a deduction, credit, or other position taken on the Covered Tax Return (whether it be a failure to produce sufficient documentation or otherwise); (vi) you failed to timely file the tax return or pay the taxes shown as owing on such return by the applicable due date; (vi) fraud or misrepresentation of any kind, or if you had knowledge of an error at the time you reviewed and accepted the return; (vii) errors caused by software or other technology malfunction; (viii) any reason outside the control of Jackson Hewitt; (ix) errors related to reconciliation of Advance Child Tax Credit; or (x) errors related to the recovery rebate credit from federal Economic Impact Payments (EIP or Stimulus) and/or any changes in income from the prior year(s) and reconciled in the current tax year that may affect the Premium Tax Credit advance for which the taxpayer was eligible to receive, or for income estimates made in any tax year that may affect any tax year reconciliation process in Form 8962 Premium Tax Credit (“Excluded ACA Service”). This Accuracy Guarantee is void if you refile with another tax preparation company. All payments made hereunder will be made directly to the primary taxpayer on the Covered Tax Return via cash, check, or prepaid card. In no event does this Accuracy Guarantee cover additional taxes owed or reduction of a refund. THIS PARAGRAPH DESCRIBES THE LIMIT OF JACKSON HEWITT’S ENTIRE RESPONSIBILITY, OBLIGATIONS AND LIABILITY FORT HE ACCURACY GUARANTEE AND YOUR SOLE AND EXCLUSIVE REMEDY FOR ANY ERRORS OR OMISSIONS IN YOUR COVERED TAX RETURN CAUSED BY JACKSON HEWITT. Coverage shall be determined in the sole judgment of Jackson Hewitt. Most locations are independently owned and operated.
