Schumacher Sama LLP has served businesses across the country since 1960. Our team focuses on long, trusted relationships — not transactional work.
We took over a firm that's been quietly doing right by Wisconsin business owners since 1960 — and we don't take that lightly.
Our job, the way we see it, isn't to file your taxes once a year. It's to sit on your side of the table all year long, ask the questions no one else is asking, and tell you the truth in plain English.
If that sounds like the kind of CPA relationship you've been missing, pick up the phone. We'd genuinely like to meet you.
Hear directly from our partners on how we work with clients — from proactive tax planning to the long-term relationships that shape everything we do.
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We're a Wauwatosa-based CPA firm serving small and mid-sized businesses nationwide, from local companies in Milwaukee and Southeast Wisconsin to independent insurance agencies across the country.
We're more than accountants. We're long-term financial partners focused on clarity, confidence, and proactive strategy — so you stay ahead of tax deadlines, surprises, and big decisions.
Our team includes Certified Public Accountants, QuickBooks ProAdvisors, and seasoned advisors who have spent their careers serving business owners from coast to coast.
We plan ahead of deadlines and decisions, not after them.
Plain-English advice you can actually use to run your business.
Many of our client relationships span decades and generations.
"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!"
Hover any portrait to see what they do here, what they love about the work, and a fun fact.
Ryan leads client engagements across the firm, with deep focus on proactive tax strategy for business owners and independent insurance agencies nationwide.
Helping small businesses achieve their goals.
I brew beer.
Mike partners with owners on long-range planning, succession, and the financial decisions that shape the next chapter of their business.
Working with our clients and staff to achieve results.
Despite being an accountant, I enjoy thinking outside the box.
Bob has served Schumacher Sama clients since 1992, bringing decades of hands-on tax and accounting experience to closely held businesses.
Every day is different with all of the different aspects the job entails.
I enjoy playing softball.
Amanda is an IRS-Enrolled Agent supporting individual and business tax clients with year-round planning and compliance.
My favorite part of my job is being able to learn new things every day. Every client is unique!
I love adventuring and trying new things.
Eric is an IRS-Enrolled Agent and tax manager focused on individual and business tax preparation, planning, and representation.
Assisting clients with their unique situations.
In my free time I enjoy playing volleyball.
Shari leads tax engagements for business and individual clients, focusing on year-round planning and strategy rather than one-time compliance.
Helping clients plan and execute tax strategies.
I love to travel and want to fill the pages of my passport with stamps from around the world!
Katie supports business clients with monthly accounting, tax preparation, and day-to-day advisory across a wide range of industries.
Working with a variety of clients and learning new skills.
I collect antique cameras and love to bake.
Ashley supervises the accounting services team, keeping monthly financials, reporting, and client work moving cleanly through the firm.
The collaborative environment that makes me feel like part of a team. The shared goals and genuinity of our office for helping clients is a rewarding experience.
I'm an avid crafter and comic book collector.
Judy has managed payroll for our small business clients since 1974, keeping filings accurate, on time, and headache-free.
Working with clients and staff to help them through the complexities of payroll and deductions.
I enjoy old movies and opera music.
Marilyn supports closely held companies with day-to-day accounting and financial reporting across a broad range of industries.
Learning the uniqueness of my clients' businesses.
I enjoy listening to bands perform at summer festivals.
Renee coordinates the client experience end-to-end, making sure every touchpoint with the firm is warm, organized, and on time.
Working with all of the people (both colleagues and clients)!
I'm a professional singer.
Stephanie focuses on client experience and process — turning the way work moves through the firm into something clients feel every step of the way.
I thrive on streamlining processes to create seamless, efficient systems that enhance the client experience at every step.
I've run multiple half-marathons, self-published a book, and own a coaching business!
Shelley keeps the office running behind the scenes so partners, staff, and clients can stay focused on the work that matters.
I enjoy working with our staff and clients. Every day there is something new to be learned.
I love being outdoors in the summer, preferably doing activities on a lake.
Schumacher Sama LLP has served businesses nationwide since 1960. Several of our client relationships span 30+ years across multiple generations of ownership.
Our office is at 10400 W. Innovation Dr., Suite 301, Wauwatosa, WI 53226 — minutes from downtown Milwaukee.
Yes. Schumacher Sama LLP is a licensed CPA firm in Wisconsin. Our team includes Certified Public Accountants, certified QuickBooks ProAdvisors, and seasoned business advisors.
Three things: 60+ years of stability, a true specialty practice in independent insurance agencies, and a deliberately proactive approach. We focus on long-term partnerships with businesses nationwide, not transactional engagements.
Monday through Friday, 8am–5pm Central. In summer we shift to Monday–Thursday 8am–5pm and Friday 8am–12pm CST.
Yes. We take on new business and insurance-agency clients throughout the year — not just at tax time. The best place to start is a free consultation.
Schedule a free consultation. We'll review your goals and show you what a proactive partnership looks like.