Business Details
15 Years
experience
Certified Tax & Accounting Services in Central Wisconsin
Pinnacle Tax & Accounting has grown into the largest independent tax preparation firm in Central Wisconsin since its founding. Our team of IRS-qualified professionals brings decades of combined experience in tax preparation, bookkeeping, and business consultation. We specialize in personalized service for individuals and small businesses, offering expertise in federal/state tax returns, payroll processing, and IRS representation.Our commitment to accuracy, affordability, and client education has earned us six consecutive 'Best of Marathon County' awards. With technology-enabled nationwide service, we combine local expertise with modern convenience to help clients maximize financial outcomes.
Services
Individual Tax Preparation
Business Tax Preparation
Tax Planning Services
IRS Consultation
Bookkeeping
Payroll Services
Business Consultation
Details
- Year established: 2011
Highlights and features
- We offer 30+ years of combined tax expertise with IRS-qualified professionals
- Our team provides personalized guidance for complex tax situations
- We guarantee accurate filings with audit representation services
- Affordable pricing with transparent fee structures
- We combine local knowledge with nationwide service capabilities
Associations and certifications
- Enrolled Agent
What people say
Wealth of knowledge
Non-judgmental approach
Saves thousands annually
Quick process
Exceptional work
Services
Individual Tax Preparation
We specialize in accurate federal and state tax return preparation for individuals and families. Our experts ensure timely filings while maximizing refunds or minimizing tax liabilities through strategic credit identification. Clients receive personalized guidance to understand their returns and optimize future tax situations.
Business Tax Preparation
Comprehensive tax solutions for S Corps, partnerships, LLCs, and sole proprietors. We handle complex business structures to ensure compliance while identifying deductions that reduce tax burdens. Our services include quarterly filings and year-end return preparation with audit support capabilities.
IRS Consultation
Expert representation for IRS correspondence and audits. We verify tax liabilities, negotiate payment plans, and ensure proper documentation. Our enrolled agents communicate directly with the IRS to protect clients' interests and resolve issues efficiently while maintaining compliance.
Bookkeeping
Monthly, quarterly, and annual bookkeeping services maintain accurate financial records for businesses. We manage account reconciliations, payroll processing, and sales tax filings while providing organized documentation for tax preparation and business decision-making throughout the year.
Tax Planning
Year-round tax planning services optimize clients' financial situations through withholding adjustments, retirement withdrawal strategies, and education credit maximization. We provide personalized guidance for life changes including marriage, parenthood, and business transitions to ensure tax-efficient decision-making.
People
Paul Jauch
CFO & Enrolled Agent
With 30+ years of experience, Paul holds Enrolled Agent status after passing rigorous IRS exams. He specializes in complex tax situations and audit representation while managing strategic business growth.
Emily Jauch
CEO & Tax Accountant
Emily leads tax preparation services with 15+ years in the field. A qualified IRS preparer since 2020, she manages bookkeeping operations and client relations while maintaining active tax practice.
Whitney Lewis
COO & Payroll Administrator
Whitney oversees payroll services and office operations. With IRS-qualified status since 2023, she manages client accounts and contributes to tax preparation while pursuing Certified Payroll Specialist certification.
Paige
Office Manager
Paige directs administrative operations with a decade of customer service experience. She trains staff and manages day-to-day office functions while serving as primary client contact during off-season periods.
Jodi
Remote Phones Associate
Jodi handles client communications during tax season from her Minocqua location. With extensive customer service experience, she provides initial client support and appointment coordination.
Questions
What tax services do you offer for small businesses?
We provide complete business tax solutions including S Corp, LLC, partnership, and sole proprietor filings. Our services cover quarterly payroll processing, sales tax returns, and year-end tax preparation with audit support.
Can you help with IRS audit representation?
Yes, our Enrolled Agents provide full audit representation. We communicate directly with the IRS, verify tax liabilities, and ensure proper documentation while protecting your interests throughout the process.
Do you offer year-round tax planning?
Yes, we provide ongoing tax planning for life changes, retirement withdrawals, education expenses, and business transitions. Our services help optimize withholding and maximize available credits throughout the year.
What accounting services are available for businesses?
We offer monthly/quarterly bookkeeping, payroll processing, QuickBooks setup, and financial recordkeeping. Our services maintain compliance while providing organized documentation for tax preparation and business decision-making.
How do you handle client document security?
We use a secure client portal for document sharing with encrypted transmission. Our systems follow IRS security standards to protect sensitive financial information while maintaining confidentiality.
