Business Details
13 Years
experience
Your Trusted Partner for Tax and Accounting Solutions
Pinnacle Tax & Accounting, LLC is a locally owned and operated tax and accounting firm serving Central Wisconsin and clients nationwide through modern technology. Founded in 2013, we specialize in individual and business tax preparation, bookkeeping, payroll services, and tax planning. Our team of IRS-qualified professionals, including Enrolled Agent Paul Jauch and Certified Public Bookkeeper Emily Jauch, prioritizes personalized service and clear communication. We assist clients with IRS consultations, business setup, and year-round financial guidance, emphasizing affordability and accuracy.Recognized as one of the Best of Marathon County for six consecutive years, we focus on building long-term relationships by understanding each client's unique needs. Our services cater to individuals, small businesses, and entrepreneurs, offering solutions for tax refunds, deductions, and compliance. Clients praise our expertise, responsiveness, and commitment to simplifying complex financial processes. With a growing reputation for excellence, we combine decades of experience with a client-first approach to deliver trusted financial solutions.
Services
Individual Tax Preparation
Business Tax Preparation
Tax Planning Services
IRS Consultation
Bookkeeping
Payroll Services
Business Consultation
Accounting Services
Client Portal Access
Tax Refund Status Check
Details
- Year established: 2013
Highlights and features
- We offer 30+ years of combined experience in tax and accounting services.
- Our team includes IRS-qualified professionals and certified bookkeepers.
- We provide personalized tax planning and year-round financial guidance.
- We guarantee transparent pricing with no hidden fees.
- We serve clients nationwide through secure digital platforms.
Associations and certifications
- Enrolled Agent
- IRS Qualified Tax Return Preparer
What people say
Very responsive
Wealth of knowledge
Super helpful
Excellent company
Highly recommend
Services
Individual Tax Preparation
We prepare federal and state tax returns for individuals and families, ensuring timely and accurate submissions. Our experts identify eligible deductions and credits to maximize refunds or minimize liabilities. Clients receive clear explanations of their returns and ongoing support for year-round tax planning needs.
Business Tax Preparation
Specializing in S Corps, LLCs, partnerships, and sole proprietorships, we file accurate business tax returns to reduce liabilities. Our services include quarterly filings, payroll tax management, and compliance guidance for growing companies across industries.
IRS Consultation
We assist clients facing IRS letters or audits by reviewing notices, verifying accuracy, and negotiating resolutions. Our Enrolled Agent represents clients during audits and ensures compliance while protecting their financial interests.
Bookkeeping
Monthly, quarterly, or annual bookkeeping services include account reconciliation, payroll processing, and sales tax filings. We maintain precise financial records using QuickBooks and provide reports to support informed business decisions.
Payroll Services
We manage payroll processing, tax withholdings, and filings for small businesses. Services include W-2/1099 preparation, direct deposit setup, and compliance with federal and state regulations to ensure accurate employee payments.
People
Paul Jauch
CFO & Enrolled Agent
With 30+ years of experience, Paul is an IRS-qualified Enrolled Agent specializing in tax preparation and IRS representation. He founded Pinnacle in 2013 after a career at H&R Block, prioritizing affordable, accurate service for individuals and businesses.
Emily Jauch
CEO & Tax Accountant
Emily handles bookkeeping and tax preparation, leveraging 12+ years of experience in accounting. A certified public bookkeeper, she focuses on client education and personalized financial guidance, ensuring clarity for complex tax situations.
Whitney Lewis
COO & Payroll Administrator
Whitney manages payroll services and office operations, bringing 10+ years of administrative expertise. She assists with tax preparation and client support, emphasizing efficiency and accuracy for small business payroll needs.
Paige
Office Manager
Paige oversees administrative operations and client onboarding, applying a decade of customer service experience. She ensures smooth office management and client communication during non-tax seasons.
Jodi
Remote Phones Associate
Jodi manages client calls remotely, offering personalized support during tax season. With experience in customer service, she provides clear communication and appointment scheduling for clients across Wisconsin.
Questions
What tax services do you offer for individuals?
We prepare federal and state tax returns for individuals, maximizing refunds through eligible deductions and credits. Our team explains each return in detail and offers year-round tax planning advice.
Can you help with IRS audit representation?
Yes, our Enrolled Agent provides IRS audit support, reviewing notices, verifying accuracy, and representing clients to resolve issues while protecting their financial interests.
Do you offer payroll services for small businesses?
We manage payroll processing, tax withholdings, and filings for small businesses, including W-2/1099 preparation and compliance with federal and state regulations.
What are your office hours during tax season?
During tax season (Jan 20-April 15), we're open Monday-Wednesday & Saturday 9am-6pm, Tuesday 9am-5:30pm, and closed Sundays.
