Accounting and tax support built for independent insurance agencies.

For 30+ years, Schumacher Sama has partnered with independent agencies—helping owners stay proactive on taxes, understand profitability by carrier, and spend more time serving and guiding clients (not sorting spreadsheets).

Built on decades of agency experience

Independent agencies have their own financial rhythms—commission revenue, multiple carriers, multi-state considerations, and year-round tax decisions. Schumacher Sama has worked with 300+ independent agencies over more than 30 years, and we bring that industry knowledge to every engagement.

What that means for you:

• Fewer surprises at tax time
• Clearer reporting you can actually use
• Advice tailored to how agencies operate

A team approach—with dedicated experts on your account

At Schumacher Sama, you’re not handed off to a rotating queue. Every agency is supported by a dedicated CPA and tax professional who knows your account inside and out and stays aligned with your goals throughout the year.

You’ll get:

• Consistent point people who understand your agency
• Reliable communication and follow-through
• A relationship built for the long term
  

Proactive quarterly tax planning (not reactive year-end scrambling)

Tax planning shouldn’t be a once-a-year event. That’s why we offer quarterly tax planning meetings—so you can see where you stand during the year and adjust as needed.

Quarterly planning helps you:

• Track progress and reduce year-end uncertainty
• Make smarter timing decisions with income and expenses
• Stay proactive as your agency changes over the year
  

Carrier-level revenue clarity that supports smarter decisions

When revenue is clearly separated by carrier, agencies gain insight that goes beyond basic bookkeeping:

• Understand how much revenue is coming in from each carrier
• Identify your major carrier relationships
• Spot concentration and opportunity
• Use clearer numbers to guide conversations—potentially even negotiating terms
  

Most importantly, it helps you prioritize relationships with the carriers that matter most and better understand how your agency is performing.

Multi-state familiarity—agencies across the country

Schumacher Sama works with independent insurance agencies in Wisconsin and nationwide. We’re familiar with multi-state considerations and the fact that agency owners don’t all operate under the same state tax rules.

Currently, we serve over 140 agencies across Wisconsin and around the country.

How to get started

Getting started is simple:

1. Schedule a call with Mike or Ryan
2. We’ll learn about your agency, your goals, and where you need the most support
3. You’ll receive a clear plan of action outlining recommended next steps
   

Schedule a Call with Mike or Ryan