Trusted Advisors Since 1960
A Milwaukee Area CPA Firm Helping Businesses Nationwide Stay Proactive, Profitable, and Prepared.
Since 1960, Schumacher Sama LLP has helped small and mid-sized businesses across the country move beyond tax deadlines and financial guesswork with proactive accounting, tax planning, reporting, and strategic advice.
60+
YEARS OF
Proven Expertise
QuickBooks ProAdvisor
WICPA Member
AICPA Certified
Wauwatosa, WI
Serving Clients Nationwide Since 1960
THE LEDGER · SINCE 1960
Six decades of Wisconsin business, one entry at a time.
A short history of the firm, kept the way we keep your books — in order, in plain sight, and built to last.
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01
1960
Founded in West Allis
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02
1980s
Expanding Work With Small Businesses
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03
2000s
Insurance Agency Specialty Begins
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04
2020s
Moved to Innovation Drive, Wauwatosa
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05
Today
140+ insurance agencies served
Your Complete Financial Partnership
One Firm. One Financial Partner. One Integrated Solution.
We bring accounting, tax, payroll, bookkeeping, and strategic advisory together under one relationship—so every part of your financial picture works together.
01
Accounting & Reporting
Real-time visibility into cash flow, profitability, and financial health.
02
Tax & Compliance
Federal, state, and multi-state filings paired with proactive planning.
03
Advisory & Strategy
Advisory for growth, succession, and operational efficiency.
04
Payroll & Bookkeeping
Accurate back-office support so you can focus on running your business.
05
Systems & Technology
Certified ProAdvisor setup, training, and ongoing troubleshooting.
Everything works better together.
Accounting, tax, payroll, bookkeeping, and advisory—integrated into one proactive financial partnership.
INDUSTRY SPECIALTY
Specialized Support for Independent Insurance Agencies
For more than 30 years we've supported 140+ independent insurance agencies nationwide. We go beyond compliance with carrier-level revenue clarity, quarterly tax planning, and profitability advisory.
· Carrier-level revenue clarity
· Proactive quarterly tax strategy
· Multi-state filing familiarity
· Dedicated CPA/tax advisor
OUR PROCESS
A clear path from guesswork to confidence.
A structured approach to becoming your year-round financial partner — not just your tax preparer.
01
Schedule
Book a free consultation to discuss your business goals and immediate needs.
02
Review
We review your financials to identify gaps and opportunities for growth.
03
Build
Together we create a proactive accounting and tax plan tailored to you.
04
Support
Stay supported year-round with monthly reporting and strategic advice.
5-STAR GOOGLE REVIEWS
Trusted by business owners and agency principals nationwide.
⭐⭐⭐⭐⭐
"We have been clients of Schumacher Sama for 37 years. They are professional, great to work with, always doing their best for their clients. We highly recommend their firm for all your accounting needs!"
⭐⭐⭐⭐⭐
"They answer all my questions without fail. They walk me through everything I need to help save me money. Their approach is methodical and calm and they find creative ways to deal with all my tax situations."
⭐⭐⭐⭐⭐
"Whenever I have a question they are quick to answer and I can trust it's been done correct. Highly recommend everyone over at Schumacher Sama!"
⭐⭐⭐⭐⭐
"Mike Sama is a great CPA with Schumacher Sama. He and I have partnered on a few things in the past and I trust him to 'do right' by my clients. I refer to him with confidence."
⭐⭐⭐⭐⭐
"I have referred clients to Mike Sama and the Schumacher Sama team in the past and they are very happy with their service."
Common questions from business owners
What does a CPA firm actually do for a small business?
A CPA firm goes well beyond filing your tax return. We keep the books accurate, produce monthly financial statements you can actually use, plan ahead for taxes, advise on entity structure and owner compensation, and act as a year-round financial sounding board for the big decisions.How much does it cost to hire a CPA?
Fees vary based on the work — a single business tax return is very different from monthly accounting plus quarterly planning. We scope and quote every engagement transparently up front, so you know exactly what you're paying for. Most ongoing engagements are billed as a fixed monthly fee.Is it worth hiring a CPA instead of using accounting software alone?
Software records transactions. A CPA interprets them, ties them to tax strategy, catches issues before they become expensive, and represents you with the IRS or Wisconsin DOR if needed. For any business past the side-hustle stage, a CPA usually saves more than they cost.Do you only work with local businesses?
No. While our office is in Wauwatosa, Wisconsin, we serve small and mid-sized businesses and independent insurance agencies nationwide. We routinely handle multi-state filings and work with clients across the country.How do you make sure I'm not overpaying in taxes?
We project your tax liability throughout the year — not just at filing time — review entity structure, plan owner compensation and distributions, and identify credits and deductions before year-end while there's still time to act on them.Can you take over from our current accountant?
Yes — onboarding from another firm or in-house bookkeeper is one of the most common ways clients start with us. We coordinate the handoff, request prior-year files, and have you up and running without disruption to payroll, AP, or filings.What industries do you specialize in?
We serve a broad base of small and mid-sized businesses across many industries nationwide, and we have a deep specialty in independent insurance agencies, where we support more than 140 agencies across the country with carrier-level revenue clarity and quarterly tax strategy.
Ready for a clearer financial future?
Schedule a free consultation. We'll review your goals and show you what a proactive partnership looks like.
