Joseph A Schilz Service

Welcome to Joseph A. Schilz, S.C., a trusted provider of tax, accounting, and consulting services for businesses and individuals in Southeastern Wisconsin. With over two decades of experience, our team is dedicated to helping you meet your financial and personal goals through tailored solutions and unparalleled support.

At Joseph A. Schilz, S.C., we pride ourselves on building long-lasting relationships with our clients. Our personalized approach allows us to fully understand and cater to your unique needs. Our team of experts is committed to providing you with the highest level of service, ensuring that you receive the attention and support you deserve, regardless of the size or nature of your business.

Our Services

We offer a comprehensive range of services designed to help you manage your finances effectively and achieve your goals. Our offerings include:

Business Services

• Strategic and tactical support for start-up, closely-held, and family-owned businesses
• Payroll processing
• QuickBooks support at any level
• Compilation of financial statements
• Tax planning and filing

Our team of professionals is experienced in working with businesses of all sizes and industries. We can help you navigate the complexities of financial management, ensuring that you stay compliant with regulations and make informed decisions for your business.

Individual Services

• Accurate reporting and filing of personal taxes
• Assistance with Schedule C and Schedule E filings for sole proprietorships and rental properties
• Completion of estate income tax, gift tax, and trust tax returns
• Collaboration with financial planners and investment advisors for proper investment income reporting
• IRS and state department of revenue audit resolution

We understand that managing personal finances can be a daunting task. Our team is here to help you make sense of it all, offering expert guidance and support to help you stay on track and achieve your financial goals.

Tax Center

Our tax center provides a wealth of resources for both businesses and individuals, including:

• Tax rates and due dates
• Helpful tax links
• Tax organizers
• Wisconsin and federal refund trackers
• Federal tax documents

Our tax center is designed to help you stay informed and up-to-date on all tax-related matters.

Accounting You Can Count On

At Joseph A. Schilz, S.C., we are dedicated to providing high-value services at competitive rates. Our team of experienced professionals is committed to staying abreast of the latest financial and regulatory developments, ensuring that you receive the most accurate and relevant advice possible.

When you partner with us, you can expect:

• Open communication and a personalized approach
• Thorough research and sound analysis
• Adherence to the highest standards of excellence and professionalism
• A responsive and proactive approach to achieving your financial goals