Business Details
15 Years
experience
Your Trusted Tax and Accounting Partner in Wausau, WI
Pinnacle Tax & Accounting is a locally owned and operated accounting firm based in Schofield, Wisconsin, serving clients across Central Wisconsin and nationwide through digital solutions. Founded on principles of exceptional customer service and affordability, we specialize in individual and business tax preparation, bookkeeping, payroll services, and IRS representation. Our team of experienced professionals, including an Enrolled Agent and IRS Qualified Tax Return Preparers, prioritizes personalized guidance to help clients achieve optimal financial outcomes.With over three decades of combined expertise, we focus on minimizing tax liabilities, maximizing refunds, and providing year-round financial planning tailored to each client's unique needs. Recognized as one of the Best of Marathon County for six consecutive years, we remain committed to accuracy, transparency, and community-driven service.
Services
Tax Preparation
Bookkeeping
Payroll Services
IRS Representation
Tax Planning
Details
- Year established: 2011
Highlights and features
- We offer 30+ years of combined tax and accounting expertise.
- Our team includes IRS Qualified Tax Return Preparers and an Enrolled Agent.
- We provide personalized, jargon-free explanations of complex financial matters.
- We serve clients nationwide through secure digital platforms.
- Recognized as one of the Best of Marathon County for six consecutive years.
What people say
Very responsive
Knowledgeable staff
Excellent company
Non-judgmental approach
Saves clients money
Services
Individual Tax Preparation
We prepare federal and state tax returns for individuals, focusing on maximizing refunds or minimizing liabilities. Our experts handle complex situations like retirement withdrawals, education credits, and life changes. Clients receive clear explanations of tax implications and strategies for future planning.
Business Tax Preparation
Specializing in S Corps, partnerships, LLCs, and sole proprietorships, we ensure accurate filings while identifying deductions. We help businesses structure operations for tax efficiency and provide audit support. Our services grow with your company's needs throughout the year.
IRS Consultation
Our Enrolled Agent represents clients in IRS audits and reviews tax notices for accuracy. We negotiate payment plans, resolve discrepancies, and provide documentation support to ensure compliance while protecting client interests during tax controversies.
Bookkeeping Services
We manage monthly, quarterly, or annual bookkeeping tasks including account reconciliation, payroll processing, and sales tax filings. Our systems ensure organized financial records for small businesses, supporting accurate tax preparation and informed decision-making.
Payroll Services
From payroll setup to tax filings, we handle employee payment processing, tax withholdings, and year-end form preparation. Our services ensure compliance with federal and state regulations while simplifying payroll management for small business owners.
People
Paul Jauch
CFO & Enrolled Agent
With 30+ years of experience, Paul became an Enrolled Agent in 2013 after 20 years at H&R Block. He specializes in complex tax returns and IRS representation, prioritizing client education and cost-effective solutions.
Emily Jauch
CEO & Tax Accountant
Emily transitioned from H&R Block to co-own Pinnacle, focusing on tax preparation and bookkeeping. A Qualified IRS Preparer since 2020, she emphasizes personalized client support and is pursuing her Certified Public Bookkeeper license.
Whitney Lewis
COO & Payroll Administrator
Whitney joined in 2021, managing office operations and payroll services. As a Qualified IRS Preparer, she handles tax returns and payroll processing while working toward Certified Payroll Specialist designation.
Paige
Office Manager
Paige oversees administrative operations and client interactions during off-season. With a decade of customer service experience, she trains staff and manages day-to-day office functions since joining in 2022.
Jodi
Remote Phones Associate
Jodi handles client communications remotely from Minocqua. She provides tax season support while managing family responsibilities, offering friendly assistance to clients contacting the firm.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation for S Corps, partnerships, LLCs, and sole proprietors, along with year-round tax planning to minimize liabilities and maximize refunds.
Can you help with IRS audit representation?
Yes, our Enrolled Agent and IRS Qualified Preparers offer audit representation, including office-based proceedings and IRS communication to resolve tax disputes.
Do you provide payroll services for small businesses?
We handle payroll setup, tax filings, W-2/1099 preparation, and ongoing payroll management tailored to small business needs.
How do you assist with tax planning throughout the year?
We offer withholding adjustments, retirement withdrawal planning, education credit optimization, and business structure consultations to prepare clients for tax season.
Are your services available outside Central Wisconsin?
Yes, we serve clients nationwide using secure digital platforms for document sharing, refund tracking, and virtual consultations.
