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About Pinnacle Tax & Accounting, LLC

Pinnacle Tax & Accounting, LLC is a local tax & accounting business, owned and operated by Paul Jauch and Whitney Lewis, that has become the fastest growing firm and also the largest independent tax preparation business serving the central Wisconsin area.

We serve thousands of local clients and businesses but thanks to technology, we are now able to help anyone anywhere in the United States.  It doesn't matter if you have one W2 at tax time or are a small business, we are ready and able to complete your tax return on time and affordably. If you are a business who needs monthly/quarterly accounting throughout the year and leading up to tax preparation at year end, we can do that too.

At Pinnacle we believe in providing great customer service and helping other area small businesses like ourselves  So many new businesses don't know who to turn to when they start-up.  Costs are always important, but especially when starting out.  You might not want to tackle the accounting, payroll and/or tax preparation yourself due to fear of making a mistake, but you might also be afraid to go to a CPA and pay thousands of dollars a year.  That's when clients turn to us.  We are small enough to know our clients by name but experienced enough to tackle your situation.  We often hear, 'You're not the average accountant', or 'You're really great at hand holding and walking me through everything until I understand', or 'You really explained everything in terms that I can understand'.

We offer a variety of services that you can pick and choose depending on what you need.  If you are just starting out, we'll help show you what you need to do to get started and save yourself some money. 

All of this is why clients refer us to their friends, family and co-workers year-round.  Check out our reviews on Facebook and our Reviews page to hear what clients are saying about us.  

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Paul Jauch

CFO & Enrolled Agent

Since 1991 Paul has been providing excellent customer service to his clients. He started at H&R Block and after 20 years decided it was time to live the American Dream and open his own business. This gave him the ability to control the cost of preparation for his clients as well as providing a better overall experience. Since that time, he has been not only providing excellent service, but he has been doing it accurately, quickly, and affordably.

In 2013, Paul took his education to the next level and became and Enrolled Agent, allowing him to practice at the same level as lawyers and CPAs and giving him unlimited representation rights before the IRS. This allows him to represent his clients on any matters including audits.

To do this he was subject to a suitability check and had to pass a three-part Special Enrollment Examination, which is a comprehensive exam that required him to demonstrate proficiency in federal tax planning, individual and business tax return preparation, and representation. He must complete 72 hours of continuing education every 3 years. According to the IRS, there are approximately 1.2 million tax preparers of which only about 50,000 or 4% of those are Enrolled Agents.

You can search the IRS Directory of Federal Tax Return Preparers at https://irs.treasury.gov/rpo/rpo.jsf to see where and how many there are in your area.  In the Wausau/Schofield area, there are only 14 Enrolled Agents.

 Our clients say that Paul is funny, knowledgable, and extremely helpful. Give us a call to schedule an appointment with him today!

Whitney Lewis

COO & Payroll Administrator

Whitney joined Pinnacle Tax & Accounting in the fall of 2021 and quickly became an integral part of our team. As a co-owner, she is dedicated to providing exceptional service while ensuring our office operates efficiently and our clients receive the support they deserve.

Whitney oversees the firm's daily operations, including staff management, billing, client relations, and accounts payable. As our Payroll Specialist, she manages payroll for businesses of all sizes, helping clients navigate payroll processing, payroll tax compliance, reporting, and employee-related questions.

In 2023, Whitney became an IRS Qualified Tax Return Preparer. This credential allows her to prepare tax returns, represent clients before the IRS for returns she has prepared, communicate with the IRS on their behalf when appropriate, and assist with IRS notices and correspondence. She is also listed in the IRS Directory of Federal Tax Return Preparers.

Whitney is passionate about continuing education and is committed to staying current with tax laws, accounting practices, and technology to provide the highest level of service to our clients.

Outside the office, Whitney has been married to her husband for over 10 years and enjoys spending time camping with her husband and children. 

Send Us a Message

We would love to hear from you!

715-841-0428 admin@pinnacletaxwausau.com

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