Updated:
← Back to Top 12 Bookkeepers Elsewhere in Wisconsin (2026)Pinnacle Tax & Accounting
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- None named on its website
Who they say they serve: technology (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Pinnacle Tax & Accounting | home page | |
| Website | https://pinnacletaxwausau.com/ | home page | |
| Office locality | Schofield, WI | home page | |
| Phone | +17158410428 | home page | |
| Offers bookkeeping | Documented: ...can be there to help answer any questions or provide information. Accounting Services Bookkeeping We offer monthly, quarterly, or annual bookkeeping services to our business... | home page | |
| AP / AR | Documented: ...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... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...clients. We can do anything from reconciling checking accounts and entering receipts to payroll, filing 941s, and sales tax returns. We are proud to offer these services to our... | home page | 4 pts (max 4) |
| Industries served (documented) | technology | /about-us | 5 pts (max 5) |
| Local / remote model stated | Local | home page | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Paul Jauch · Enrolled Agent (on the IRS record) · business name on the record: Pinnacle Tax & Accounting LLC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...small business clients have been a growing part of the services we provide. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and... | home page | 5 pts (max 5) |
| Named contact / team | Paul Jauch, CFO | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...view your invoice, or CHECK THE STATUS OF YOUR FEDERAL OR STATE TAX REFUND - Click the "Client Portal" link at the top of the page to find the link to the portal and instructions... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Month-end close + reporting (0 pts, max 6); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Accounting Examining Board license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Paul Jauch under the business name 'Pinnacle Tax & Accounting LLC' in Schofield, WI. The record lists: Enrolled Agent. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Pinnacle Tax & Accounting's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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