Legacy Accounting & Financial Services, LLC

Legacy Accounting & Financial Services, LLC is an Accountant in Wisconsin Rapids, WI. The firm provides accounting, tax, and financial planning services for businesses and individuals in Stevens Point and Wisconsin Rapids. It serves clients with comprehensive support, including QuickBooks ProAdvisor training and assistance for both new and experienced users. The business holds a rating of 4.30 based on customer reviews.

The practice operates with a mission to guide clients seeking financial confidence through integrity and professional knowledge. Its team includes owners Mark K. Scheunemann, CPA, Jared L. Scheunemann, CPA, and David W. Wolfe, CPA, alongside Daniel M. Guck, who serves as an owner and financial advisor. Senior accountants and staff members, such as Thomas W. Stout, CPA, Katrina M. Bauer, QuickBooks ProAdvisor, and Derek R. Bruley, QuickBooks ProAdvisor, provide specialized support, with several team members holding QuickBooks ProAdvisor designations or Enrolled Agent credentials. The firm emphasizes a relationship-based approach, aiming to provide clarity and control over financial decisions.

For business clients, Legacy Accounting & Financial Services offers advisory services that include budgeting to help management teams establish company-wide expectations and assess how projects affect the bottom line. The firm assists with bank financing by explaining required documentation and loan covenants, and helps with projections for new or existing commercial buildings. It also supports clients in the complex process of purchasing or selling a business, providing accounting professionals to guide transitions.

The business is known for its positive rating from the customers who have reviewed it. This reputation reflects the firm’s dedication to helping individuals and businesses navigate financial challenges with reliable, professional advice.

Legacy Accounting & Financial Services, LLC combines its team of CPAs and financial advisors to deliver trusted accounting and planning services to the Wisconsin Rapids community.

The firm is located on Daly Ave in Wisconsin Rapids, about a tenth of a mile from the East Riverview Expressway and Demitz Park. It is also situated roughly a third of a mile from Aspirus Riverview Hospital.

BizScoreAI gives Legacy Accounting & Financial Services a Performance score of 87 out of 100, which measures how quickly the website loads to keep visitors engaged and aid search engine ranking. The business receives a Discoverability score of 75 out of 100.