Legacy Accounting & Financial Service

Legacy Accounting & Financial Services, LLC is a comprehensive accounting, tax, and financial planning firm dedicated to providing exceptional services to individuals and businesses throughout Central Wisconsin and beyond. With a team of experienced professionals, we strive to inspire our clients and community with financial wellness, empowering them to live their best life possible.

Our Vision and Mission

Our vision is to guide those who seek financial confidence in a world that is always changing, upholding the highest standards of integrity. We are committed to our mission of providing comprehensive accounting, tax, and financial planning services that cater to the unique needs of our clients. Our team of experts is dedicated to delivering personalized solutions that promote financial clarity, confidence, and control.

Our Services

At Legacy Accounting & Financial Services, LLC, we offer a wide range of services designed to help our clients achieve their financial goals. Our services include:

• Accounting: Our team of certified public accountants (CPAs) provides comprehensive accounting services, including financial statement preparation, budgeting, and cash flow management.
• Business Advisory Services: We offer expert business advisory services, including business planning, financial analysis, and strategic planning to help businesses thrive.
• Financial Planning: Our financial planning services include retirement planning, estate planning, investment planning, and tax planning to help individuals and families achieve their long-term financial objectives.
• Payroll and Tax Services: We provide efficient payroll processing and tax preparation services to help businesses and individuals manage their tax obligations effectively.

Our Team

Our team of professionals is comprised of experienced CPAs, financial advisors, and support staff who are dedicated to providing exceptional service to our clients. We take pride in our ability to build long-term relationships with our clients, offering personalized guidance and support to help them achieve financial success.