Business Details
39 Years
experience
Trusted Accounting and Tax Services in Hales Corners, WI
Established in 1987, Joseph A Schilz Service has built a reputation as a trusted accounting firm serving individuals and businesses across Southeastern Wisconsin. Our team of certified professionals combines decades of experience with a personalized approach to deliver tailored financial solutions. We specialize in tax planning, accounting, and consulting services, ensuring clients navigate complex regulations while optimizing financial outcomes. Our commitment to accuracy, competitive pricing, and ongoing education keeps us at the forefront of evolving tax laws. With a focus on long-term client relationships, we provide strategic guidance for businesses from start-up to maturity.Our services extend to payroll processing, QuickBooks support, estate tax preparation, and financial projections. As a locally rooted firm, we understand the unique needs of the Milwaukee area business community. Our rigorous quality control process ensures error-free returns, while our transparent communication fosters trust. We pride ourselves on being accessible, responsive, and dedicated to helping clients achieve both immediate compliance and long-term financial goals.
Services
Tax Planning
Accounting Services
Payroll Processing
QuickBooks Help
Financial Projections
Estate Tax Preparation
Business Tax Filing
Compilation Services
Entity Restructuring
Mergers & Acquisitions
Details
- Year established: 1987
Highlights and features
- We have over 35 years of combined experience in accounting and tax services
- Our team includes CPAs and EAs with specialized expertise in business consulting
- We guarantee accurate returns through a dual-review quality control process
- Our competitive rates include no fee for initial CPA consultations
- We serve Southeastern Wisconsin businesses with localized market knowledge
What people say
Exceptional tax expertise
Personalized attention
Accurate returns
Knowledgeable CPAs
Responsive service
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic financial decisions. We analyze current situations, project future scenarios, and implement legal strategies that align with long-term goals. Our CPAs stay current with changing regulations to ensure optimal tax outcomes.
Business Tax Filing
We handle complete business tax preparation for corporations, partnerships, and sole proprietorships. Our services include multi-state filings, payroll tax reporting, and compliance with evolving regulations. We integrate tax planning with financial reporting for comprehensive business solutions.
QuickBooks Assistance
Our QuickBooks experts provide setup, training, and troubleshooting for both desktop and online versions. We help businesses implement efficient accounting systems and optimize software features for better financial management and reporting accuracy.
Payroll Services
We offer complete payroll management including tax calculations, payment processing, and regulatory compliance. Our services ensure accurate employee payments and timely tax filings while maintaining compliance with federal and state requirements.
Financial Projections
We create detailed financial projections to help businesses plan for growth and manage cash flow. Our projections incorporate market trends, historical data, and business goals to support informed decision-making and strategic planning.
People
Joe Schilz
Founder/CPA
Established the firm in 1987 after four years with Wisconsin Department of Revenue. UW-Whitewater graduate with 35+ years accounting experience serving Southeastern Wisconsin businesses.
Brian Dziak
CPA
30+ years experience in tax planning and management consulting for small-to-medium businesses. Marquette University graduate specializing in financial statement analysis and corporate tax strategies.
Nick Banach
CPA
10+ years public accounting experience with expertise in tax resolution and financial reporting. UW-Milwaukee graduate providing comprehensive tax and consulting services to individuals and businesses.
Rebecca Miller
CPA/CFE
20+ years experience working with small businesses. Advanced QuickBooks certified professional with expertise in fraud examination and small business financial management solutions.
Nick Johnson
EA
Specializes in tax preparation and financial planning. UW-Whitewater graduate with MBA from UW-Parkside. Combines tax expertise with retirement planning strategies for business owners and individuals.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, tax planning, and business advisory services tailored to small businesses.
Do you handle both individual and business tax preparation?
Yes, we prepare individual, corporate, partnership, and trust tax returns with specialized expertise in complex filings.
What QuickBooks support options are available?
We offer setup, training, troubleshooting, and optimization services for both QuickBooks Desktop and Online versions.
How do you ensure tax return accuracy?
Our dual-review process has CPAs complete returns followed by a second accountant's quality control check.
What areas do you serve?
We primarily serve Southeastern Wisconsin businesses and individuals from our Hales Corners office.
Is there a fee for initial consultations?
No, we offer complimentary initial consultations with our CPAs to discuss your specific needs.
