Portals and resources for our clients.
Securely send documents, pay invoices, and find tools to make working with us easy.
Tax Organizer
Annual tax organizer to help you gather what we'll need this year.
Request the OrganizerPortals, deadlines & documents — FAQ
How do I log into the Schumacher Sama file portal?
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Click the File Portal button at the top of any page. If you haven't received credentials yet, call our office at (414) 327-2320 and we'll get you set up the same day.
Is the file portal secure?
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Yes. The portal uses encrypted upload and storage, role-based access, and full audit logging. Never email sensitive documents like W-2s, 1099s, or bank statements — always use the portal.
How do I pay my Schumacher Sama invoice online?
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Use the Payment Portal button at the top of the page. You can pay by ACH or credit card and download a receipt for your records.
When will my tax organizer be available?
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Annual tax organizers go out to existing clients in early January. If you'd like one sooner, contact us and we'll send it.
What documents do I need to give my CPA at tax time?
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It depends on your situation, but generally: prior-year return (if you're new to us), W-2s, 1099s, K-1s, brokerage and crypto statements, year-end business financials, and any major life events (home sale, large gift, new business). Our tax organizer walks you through the specifics.
What are the key tax filing deadlines in Wisconsin?
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The big ones are March 15 (S-corp and partnership returns), April 15 (individual and C-corp returns plus Q1 estimates), and the quarterly estimated tax due dates of June 15, September 15, and January 15. Extensions are available but they don't extend the payment deadline.
Ready for a clearer financial future?
Schedule a free consultation. We'll review your goals and show you what a proactive partnership looks like.