Business Details
39 Years
experience
Expert Accounting Services in Hales Corners
At Joseph A Schilz Service, S.C., we have dedicated ourselves to providing comprehensive accounting, tax, and consulting services to individuals and businesses across Southeastern Wisconsin. With over 20 years of experience, our team of certified professionals combines technical expertise with personalized attention to address the unique financial needs of each client. We specialize in tax planning, business tax preparation, estate and trust tax services, payroll processing, and QuickBooks support, ensuring our clients receive accurate and strategic financial guidance.Our commitment to excellence is reflected in our rigorous quality control processes, including dual accountant reviews for individual tax returns and tailored financial projections to help businesses navigate evolving market conditions. We pride ourselves on fostering long-term relationships built on trust, transparency, and a deep understanding of the regulatory landscape, ensuring our clients are well-positioned to achieve both immediate compliance and long-term financial success.
Services
Tax Planning
Business Tax Preparation
Estate Tax Services
Payroll Processing
QuickBooks Support
Financial Projections
Entity Selection
Bookkeeping
Details
- Year established: 1987
Highlights and features
- We offer over 20 years of experience in tax and accounting services for businesses and individuals.
- Our team includes CPAs and specialists with expertise in QuickBooks, payroll, and financial projections.
- We provide personalized service with a focus on strategic tax planning and compliance.
- Our dual-review process ensures accuracy in individual tax return preparation.
- We serve Southeastern Wisconsin with a commitment to local business community needs.
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic analysis of current and emerging tax laws. We develop customized plans to optimize cash flow while ensuring compliance with federal and state regulations. Our CPAs stay updated on legislative changes to provide forward-thinking solutions that align with long-term financial goals.
Business Tax Preparation
We handle complex business tax filings for corporations, partnerships, and S-corporations. Our services include multi-state tax compliance, payroll tax reporting, and integration with financial accounting systems. We work year-round with clients to ensure accurate and timely submissions while identifying potential tax savings opportunities specific to their industry.
QuickBooks Support
Our QuickBooks specialists provide setup, troubleshooting, and optimization services for desktop and online versions. We train clients on efficient usage, implement customized reporting systems, and ensure proper configuration for accurate financial tracking. This service helps businesses streamline accounting processes and improve financial decision-making capabilities.
Payroll Services
We offer comprehensive payroll solutions including tax withholding calculations, payment processing, and regulatory compliance. Our system automates tax filings and W-2 generation while maintaining accurate records for year-end reporting. This service reduces administrative burdens and ensures adherence to changing labor and tax regulations for businesses of all sizes.
Financial Projections
We create detailed financial models and projections to help businesses plan for growth and market changes. Our analysis incorporates historical data, industry trends, and client-specific factors to develop realistic scenarios. These projections support strategic decision-making for capital investments, expansion plans, and operational adjustments in evolving economic environments.
People
Joe Schilz
Founder
Established the firm in 1987 after four years with Wisconsin Department of Revenue. Holds CPA certification and specializes in tax strategy for local businesses and individuals.
Brian Dziak
CPA
30+ years of experience in small business consulting. Specializes in financial statement analysis and tax planning for privately-held companies. Joined the firm in 1993 after Marquette University education.
Rebecca Miller
CPA, CFE
Certified QuickBooks expert with 20+ years serving small business owners. Holds licenses in Wisconsin and Illinois. Specializes in small business accounting systems and fraud examination.
Nick Banach
CPA
10+ years in public accounting with expertise in tax resolution and financial reporting. Graduated from UW-Milwaukee with dual majors in Accounting and Finance.
Nick Johnson
Enrolled Agent
Specializes in tax preparation and financial planning. Holds MBA from UW-Parkside. Helps business owners establish retirement plans and provides individual financial guidance.
Questions
What accounting services do you offer for small businesses?
We provide payroll processing, tax planning, financial reporting, entity selection, and QuickBooks support tailored to small business needs.
Do you handle both individual and business tax preparation?
Yes, we prepare individual tax returns including Schedule C and E filings, and business tax returns for corporations and partnerships.
Are your accountants certified professionals?
Our team includes Certified Public Accountants (CPAs), an Enrolled Agent (EA), and specialists with advanced QuickBooks certifications.
How do you ensure accuracy in tax return preparation?
We use a dual-review process where all individual returns undergo quality control checks by a second accountant.
Can you assist with financial projections for business planning?
Yes, we create customized financial projections and forecasts to help businesses prepare for market changes and growth opportunities.
