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Schumacher Sama, LLP

Schumacher Sama, LLP

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, with most praising responsiveness, expertise, and trustworthiness. Many appreciate the firm's ability to simplify complex tax situations and provide creative solutions. Long-term clients commend consistent professionalism over decades. However, two negative reviews cite significant price increases and poor communication for small businesses. The majority strongly recommend the firm, particularly noting reliable guidance for both individuals and business owners.

About This Listing

Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
Insurance Agencies
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License
In-person Support

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
Insurance Agencies
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License
In-person Support

Contact Information

Address

10400 W Innovation Dr Ste 301

Wauwatosa, Wisconsin 53226

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

Hired this firm as my CPA almost 6-7 years ago now. They're very easy to work with, worked around all the complexities of my different businesses and helped educate me along the way. Understanding the tax code as a business owner is a super power. If they can help someone with no finance or business degree take advantage of every tax write-off for businesses out there, I know they can help you.

We have been clients of Schumacher Sama for 37 years. They are professional, great to work with, always doing their best for their clients. We highly recommend their firm for all your accounting needs!

Schumacher Sama has been a great client of ours since February of 2022.

Raised our rate 80% ! Our bill to get our taxes done went from $500.00 last year to $900.00 this year! Nothing changed with our taxes and when I called I was told they should have been charging us more in the past and they had to hire new employees! In the past the rates raised $50.00 per year. My husband is self employed and has no employees.

Mike has been my accountant for two years now. He answers all my questions without fail. He walks me through everything I need to help save me money against the evil tax man. His approach is methodical and calm and he find creative ways to deal with all my tax situations. I won?t go anywhere else.

As a business owner and individual tax payor I've used Mike and Feld Schumacher for the past 7 years. Whenever I have a question they are quick to answer and I can trust its been done correct. Highly recommend everyone over at Feld Schumacher!

Mike Sama is a great CPA with Feld Schumacher. He and I have partnered on a few things in the past and I trust him to "do right" by my clients. I refer to him with confidence.

Mike has always been responsive and answered questions timely. He is also dependable, even during their busiest time of year. Would recommend.

Very hard to get ahold of, expensive and I feel like my small business is of no concern to them. I have had a tax issue for months that has not been addressed.

I have referred clients to Mike Sama and Feld/Schumacher in the past and they are very happy with their service.

Janice has been great to work with. She is very responsive and I really appreciate it. Thanks Janice!!

Mike at Feld had been a great accountant for me.. Quick to respond, knowledgeable.. highly recommended.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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