Broker Check
TMS Is Growing

TMS Is Growing

Please welcome the newest member of the Tax Management Services, Inc. team, Patrick Loritz, Advisor

Patrick joins us with eleven years’ experience, specializing in customized portfolio construction, retirement planning strategies, insurance, and advanced income and distribution planning. We look forward to supporting Patrick’s continued success.

 Tax Management Services, Inc.  *Voted 2023 Best Accounting Firm 

 Tax Management Services, Inc.  *Voted 2023 Best Accounting Firm 

Thank you for voting Tax Management Services, Inc. the Best of the Bay two years in a row. Our business is built on a foundation of thoughtful client relationships. We at Tax Management Services, Inc. strive for excellence in service to our clients and our community. 

*This award is based on Tax and Accounting services, and is not reflective of the recipient's abilities as a financial consultant or advisor.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.



  • Premier one stop financial solutions firm in NE Wisconsin
  • Experts in multiple facets, tailored to your needs
  • Listen to help you accomplish goals and dreams
  • Involving you in every stage of our planning process
  • Transparency is paramount in our practice

How we can help

  • Comprehensive Wealth Management for all generations
  • Year round Tax Preparation and Planning
  • Small Business Accounting for the everyday business owner
  • Life and Medicare Insurance Planning for every stage

Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

Wealth Management

Learn more


Learn more


Learn more

Our View
Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

Learn more

Designed for you
A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the picture to come together. We utilize our comprehensive approach to help.

Learn more

Tell Us How We Can Help You Today 

Thank you!