Joseph A. Schilz, S.C. provides a wide range of services to individuals and businesses in a variety of industries. At Joseph A. Schilz, CPA, we strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Tax Planning and Management Services

At Joseph A. Schilz, S.C, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize tax liabilities, maximize cash flow, and continuously reinforce the overriding financial goals. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities to be found in existing and all recently-altered tax laws. We are knowledgeable and up-to-date on the tax laws and can make sense of your receipts, bills, and notices.

Individual Income Tax Preparation

Our CPA’s and EA’s work through both simple and complex tax returns for individuals who want to have the confidence that comes with having a knowledgeable team complete their return.  Our standard process involves not only having an experienced accountant complete your return, but that return also goes through an internal quality control review by a second accountant to ensure accuracy.  Even with this extraordinary process, our fees are reasonable.  Let us reduce your tax time stress and make an appointment today.

Business Income Tax Preparation

Business regulations and tax laws are frequently changing.  Our accountants stay current on regulations and undergo continuing education programs every year.  We work with most clients throughout the year to ensure business tax returns are planned for appropriately.  Often-times we are able to integrate the financial accounting process with the tax planning and preparation process.  We work with business owners to develop an appropriate approach whether a business is in the start-up phase or has become a large, mature, multi-state operation.

Estate and Trust Tax Preparation

The CPA’s at Joseph A. Schilz, S.C. work closely with attorneys, personal representatives, and trustees to plan and report on income, expenses, and other changes to estates and trusts.  We can help to close the estate of loved ones.

Accounting and Business Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Joseph A. Schilz, S.C. accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:
– General ledger and financial statement preparation
– Bookkeeping — monthly, quarterly, or annual
– Accounting system setup and support
– Payroll processing
– Cash flow budgeting and forecasting
– Personal financial statements
– Employee benefit and profit-sharing plans
– Corporate tax planning and return preparation
– Litigation support

We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.

Payroll Services

Joseph A. Schilz, S.C. payroll services can help you reduce the time spent on administration by developing and implementing a computerized payroll system that will facilitate processing, timely payment, and preparation of tax returns.


Joseph A. Schilz S.C. compilation services are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance, but may involve some adjustment to accounting records.

Bookkeeping / Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Joseph A. Schilz, S.C. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, set up, and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Joseph A. Schilz, S.C. can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Joseph A. Schilz, S.C. combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company’s success. We make it a point to keep current with market trends and updates so that your business can be prepared for whatever is ahead. Depending on your needs, our work can range from top-level reports to detailed financial models.

Mergers, Acquisitions and Sales

Business transactions such as mergers, acquisitions, and sales are complicated events.  The team at Joseph A. Schilz, S.C. has the experience and ability to work with owners, attorneys, brokers, and other professionals, as appropriate, to successfully structure, record and report such transactions.