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About Us

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Pinnacle Tax & Accounting, LLC is a local tax & accounting business, owned and operated by Paul Jauch, Emily 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.  

Get To Know Us


Whitney Lewis

Whitney Lewis

COO & Payroll Administrator
admin@pinnacletaxwausau.com
(715) 841-0428

Whitney joined Pinnacle Tax & Accounting in the fall of 2021 and quickly proved herself to be invaluable. 

 

As Emily's best friend for the past 26 years, it was a no brainer to bring her into the business first as our office manager and effective in 2023, part owner of Pinnacle Tax & Accounting. Whitney handles our general office operations such as staff management, billing, client concerns, and accounts payable. She also handles the majority of our payroll processing for our clients. 

In 2023 she completed courses to become an IRS Qualifed Tax Return preparer. What does this do? It allows her to contact the IRS on behalf of her clients as well as assist with any IRS letters they may receive. She is also listed on the IRS Directory of Federal Tax Return Preparers at https://irs.treasury.gov/rpo/rpo.jsf 

Beginning in 2022, Whitney is working towards becoming a Certified Payroll Specialist which will allow her to serve our clients even better than she does now. She will also be starting to do some basic drop off tax returns to help Emily as she does more of our bookkeeping.

 

Whitney has been married to her husband Bill for 8 years this fall and they have 4 children between them. You may sometimes see their daughter, Keara working at our front desk and their sons, Ayden and Lindon hanging out around the office. Make sure to say hello if you see them!

Emily Jauch

Emily Jauch

CEO & Tax Accountant
admin@pinnacletaxwausau.com
(715) 841-0428

Since 2010 Emily has been involved in the tax world in some shape or form. She started out answering phones at H&R Block and was quickly promoted to Office Manager. This is when she and Paul met and well, the rest is history!

She worked with Paul behind the scenes for most of the first 9 years of their marriage while they had their children and she worked full time, went to school, and stayed home with their kids. Only in the last 3-4 years has she started to prepare returns and take a more active role in the business as the children have grown.

Emily sees clients by request only. She's in high demand in all areas of our practice and sees a few dozen of her own clients each season in person. Looking to get an appointment with her? Give us a call and we will see what we can do!

In 2020 (and beyond) she completed courses to become an IRS Qualifed Tax Return preparer. What does this do? It allows her to contact the IRS on behalf of her clients as well as assist with any IRS letters they may receive. She is also listed on the IRS Directory of Federal Tax Return Preparers at https://irs.treasury.gov/rpo/rpo.jsf 

Beginning in 2022, Emily is working on obtaining her Certified Public Bookkeeper license. She handles 99% of our bookkeeping for our clients now.

Our clients say that Emily is friendly, organized, and knowledgable. Contact our office to schedule an appointment with her today!

Paul Jauch

Paul Jauch

CFO & Enrolled Agent
admin@pinnacletaxwausau.com
(715) 841-0428

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!