Your trusted partner in financial guidance and tax compliance.
A Trusted Accounting and Tax Advisory Firm in the Milwaukee Area
Joseph A. Schilz, S.C. has been a trusted accounting and tax advisory firm serving businesses and individuals throughout southeastern Wisconsin for over two decades. We offer a comprehensive range of services designed to meet your specific financial goals and challenges.
Our Expertise
Our team of experienced professionals possesses extensive knowledge and expertise in all aspects of accounting, taxation, and consulting. We stay abreast of the latest regulations and industry trends to ensure our clients receive the most accurate and valuable guidance.
For Businesses
- Strategic and tactical support for startups, closely-held, and family-owned businesses
- Payroll processing
- Quickbooks support
- Financial statement compilation
- Tax planning and filing
- Succession planning
For Individuals
- Accurate tax filing for individuals and families
- Reporting of rental properties and investments
- Estate, gift, and trust tax preparation
- Representation in tax audits and disputes
Core Values
Our core values guide everything we do:
- Client Focus: We prioritize open communication and personalized attention to understand your unique needs and goals.
- Integrity: We maintain the highest ethical standards and uphold the trust placed in us.
- Professionalism: We deliver accurate work in a timely and efficient manner.
- Responsiveness: We promptly address your concerns and maintain open lines of communication.
Our Mission
To empower clients to achieve financial stability through personalized guidance, tailored solutions, and proactive planning. We believe in building lasting relationships based on trust and mutual respect.
What Sets Us Apart
- Deep understanding of the Milwaukee business landscape
- Proven track record of success in diverse industries
- Client-centric approach with attention to detail
- Commitment to open communication and transparency
Highly Satisfied Clients
Multiple reviewers have expressed their satisfaction with the services provided by Joe and his team, having been clients for over 20 years, with some even following them from a distance of 40 minutes. They praise the team's expertise in taxes, investments, and retirement planning, as well as their helpfulness in answering questions and providing guidance.
Exceptional Customer Service
The reviewers appreciate the prompt responses to their emails and the timely manner in which their questions are answered. The staff is described as knowledgeable, professional, and personable, with one reviewer stating that they are "top notch".
Business and Personal Taxes
Several reviewers have used Joe's firm for both personal and business taxes, with some even seeking their help for small business setup. They appreciate the help received with QuickBooks and other business-related matters.
A Single Negative Experience
However, one reviewer had a negative experience with the firm, citing incorrect handling of their 2016 P&L, which resulted in a negative year-end and eventually led to late fees from the Wisconsin Department of Revenue.
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