Legacy Accounting & Financial Service

At Legacy Accounting & Financial Services, we are dedicated to providing comprehensive accounting, tax, and financial planning services to businesses and individuals throughout Central Wisconsin and beyond. Our team of professionals is passionate about helping our clients achieve financial wellness and live their best life possible.

Our Vision and Mission

Our vision is to inspire our clients and community with financial wellness. We believe that everyone deserves to have the financial confidence to make informed decisions and achieve their goals. Our mission is to guide those seeking financial confidence in a world that is always changing, with the highest standards of integrity.

Our Values

We value integrity, passion, professional knowledge, and teamwork. We believe that these values are essential in building trust and fostering long-term relationships with our clients. Our team of out-of-the-box thinkers is dedicated to providing clarity, confidence, and control over financial decisions.

Our Services

We offer a wide range of services designed to meet the unique needs of our clients. These include:

• Accounting Services: Our team of experienced accountants provides comprehensive accounting services, including financial statement preparation, budgeting, and financial analysis.

• Business Advisory Services: We help businesses navigate the complex world of finance by providing strategic planning, operational improvement, and financial forecasting.

• Financial Planning: Our financial planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. This includes retirement planning, investment management, and estate planning.

• Payroll Services: We offer payroll processing, payroll tax compliance, and payroll administration services to help businesses manage their payroll efficiently.

• Tax Services: Our tax professionals provide tax preparation, tax planning, and tax representation services to ensure our clients are in compliance with all tax laws and regulations.

Our Commitment to Excellence

At Legacy Accounting & Financial Services, we are committed to providing the highest level of service and expertise to our clients. We believe in staying up-to-date with the latest trends and developments in the financial industry, and we continuously update our knowledge and skills to ensure our clients receive the best possible advice and guidance.

Our Team

Our team of professionals is comprised of experienced accountants, financial planners, and tax experts who are dedicated to helping our clients achieve their financial goals. We believe in building strong relationships with our clients and providing personalized service that meets their unique needs and objectives.

Contact Us

If you need more information about our services or would like to schedule a consultation with one of our professionals, please contact us at (715) 423-3550 or (715) 341-1334. You can also visit our office located at 400 Daly Ave Ste 200, Wisconsin Rapids, WI 54494-4702.