Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Due to the current health crisis some of our procedures are changing...

Our clients are very important to us during this time of health crisis.

We have been deemed an essential business, however, the following guidelines will still be in place:

  • Drop off of your tax return materials/organizer packets are only being accepted via the secure, drop boxes located inside the front doors at all our locations.
  • Pick-up of your returns will be scheduled when finalized.

We also ask that anyone who isn't feeling well or recently traveled, adhere to the 14-day self-quarantine before coming to our offices.

Please note the new deadline for filing taxes for both federal and state of Wisconsin is July 15. This means that all filing, payments, and estimates are not due until this time.

Thanks for your patience and understanding!  We’re striving to provide the best client experience while protecting our community!

Creating Financial Confidence Throughout Central Wisconsin

With Locations in Stevens Point and Wisconsin Rapids

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Meet Your Financial Partner

Legacy Accounting & Financial Services is your partner, providing comprehensive

accounting, tax, and financial planning services for business and individuals.

Accounting

You deal with the day-to-day operations that arise. It can be challenging to figure out how to get the accounting function done as well.

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Business Advisory Services

Operating a business is certainly challenging. That’s why we offer a variety of small business advisory services.

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Financial Planning

Your situation. Your dreams and goals. Our menu of tools and guidance. Open and honest communication is the foundation of our financial planning. 

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Payroll

We stay up-to-date on changing payroll tax laws and accurately execute how your benefit structure is laid out. We make this time-consuming process an efficient one.

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Tax

There are numerous ways to limit how much you owe the government. Our Certified Public Accountants can sit down with you and develop a best course of action.

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Contact Our Quickbooks ProAdvisors for Expert Training and Assistance

Contact Our Quickbooks ProAdvisors for Expert Training and Assistance


Our team of certified experts are here to give you insights into your business and set you up for success.

We can help new users get established correctly and assist experienced users in using the software more efficiently.  


Book A Consultation