top of page

TEL: 262.441.1606

FIANNCIAL SERVICES FOR SMALL BUSINESSES & INDIVIDUALS

Our mission is to provide quality and affordable bookkeeping, tax and personal financial planning services to SE and Northern Wisconsin

Tel: 262.441.1606

We Offer

Professional Bookkeeping

We perform expert bookkeeping services to keep your finances organized and accurate. From transaction recording to financial reporting, we handle it all, so you can focus on growing your business with confidence. Let us take care of the numbers.

WE OFFER

Tax Return Preparation

We offer professional tax preparation services to ensure you maximize your refunds and minimize your liabilities. Our experienced team stays up-to-date with the latest tax laws, providing accurate, timely filings that give you peace of mind. Whether for individuals or businesses, we make tax season stress-free and efficient.

Personal Financial Planning

We provide personalized financial planning services to help you achieve your long-term financial goals. We will work with you to create a tailored plan that covers everything from budgeting and saving to retirement and investment strategies.

With over 15 years of public accounting & finance experience, This husband and wife team has the knowledge and expertise to meet your accounting needs.

As a small family owned business ourselves, we understand why our clients seek our services.  To focus on the operational components of their company, while knowing their accounting and tax needs are in good hands.

TESTIMONIALS

“Pauly Financial Services' hand-on approach to the accounting/tax needs for my company has saved me time and lets me focus on growing my business”

—  Madison Baertschy  —
Owner of the Mad Bear, Land O' Lakes, WI

Contact Us

N9298 Stewart School Road

East Troy, WI 53120

262.441.1606

  • Facebook
  • Twitter
  • LinkedIn
  • Instagram

Thanks for submitting!

© 2024 by Pauly Financial Services, LLC. Powered and secured by Wix

bottom of page