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CREATING FINANCIAL CONFIDENCE THROUGHOUT CENTRAL WISCONSIN


With Locations in Stevens Point and Wisconsin Rapids

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Financial Planning

Financial planning means something different for each of us.  From buying a first home to leaving a financial legacy, we work with our clients through each chapter of their financial story, helping to provide a clear path to achieving their goals.  



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Tax Planning

Our Tax Professionals are proud to serve businesses of all shapes and sizes.  From individual tax returns to complex business transactions, our team is ready to help you navigate these opportunities. 

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Business Planning

Small businesses are the backbone of our communities.  Sound business planning and our decades of experience give you the opportunity to thrive in today's ultra-competitive business landscape.  

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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.  


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Legacy has been handling both my personal and business accounting needs for a few years now, and I couldn't be happier. They are always available for questions, always professional, and extremely knowledgeable. I constantly recommend them to friends, family, and other clients.

-Keith