Accounting Services

Committed to your success every step of the way

Schumacher Sama provides a complete range of accounting services to the metro Milwaukee area.

We’re proud to combine our years of experience with a small-company commitment to customer service. Our expert team doesn’t just understand what accounting principles are — we understand why they’re important to your business and how to apply them for your future success.

When you work with us, you’ll have access to our team of professionals for all your needs.
Take a look at what we can offer!

Tax Services

We work with individuals, small businesses, trusts, nonprofits, insurance agencies, rental real estate investors, and more on their taxes each year in Milwaukee, Waukesha, and surrounding areas. Our proactive approach helps us maximize your tax planning opportunities and minimize liability.

Here are some of the tax services we provide:

• Tax planning and return preparation for individuals, corporations, partnerships, LLCs, estates, trusts, nonprofits, and more

• Taxing authority representation

• Analysis of the tax effects of buying or selling a business

Accounting and Payroll Services

Well-organized financial records can help your business run more efficiently every day. We’re committed to providing a full range of cost-effective accounting services and helping you create a reliable, effective payroll system.

Here’s some of what we do:

• General ledger and financial statement preparation

• Monthly, quarterly, and annual bookkeeping

• Accounting system setup for new businesses

• Payroll processing

• Personal financial statements

Audit and Assurance Services

We’re here to give helpful insight into your organization and greater confidence in your financial reporting. We provide assurance services for private companies, school districts, condo and homeowners associations, nonprofits, and more.

Here are the levels of assurance services that we offer:

• Audits

• Reviews

• Compilations

Advisory and Consulting Services

We measure our own worth by our clients’ success. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies to address any issues affecting your business.

Here are some of our advisory and consulting services:

• Tax projections

• Accounting software selection and implementation

• Profitability analysis

• Cash flow analysis

• Cash flow projections

• Business structure advice

• Guidance for buying or selling a business

Schumacher Sama has a certified QuickBooks ProAdvisor ready to assist you. This means that we are recognized by QuickBooks for our expertise and can answer any questions you have regarding QuickBooks bookkeeping, accounting services, and more!