Updated:
← Back to Top 12 Bookkeepers Elsewhere in Wisconsin (2026)McMahon, Schleifer & Wood, LLC
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks
2 of 5 answered from a dated source.
Documents 1 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | McMahon, Schleifer & Wood, LLC | home page | |
| Website | https://www.mswllccpa.com/ | home page | |
| Office locality | Eau Claire, WI | home page | |
| Phone | +17158399555 | home page | |
| Offers bookkeeping | Documented: McMahon, Schleifer & Wood, LLC | Tax & Bookkeeping Services top of page We've moved next door! Our new address is 3940 Oakwood Hills... | home page | |
| Payroll coordination | Documented: ...firm you can trust on your side. From generating cash flow statements to handling payroll and preparing your tax returns, we are here to help you succeed financially. Tax... | home page | 4 pts (max 4) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Local / remote model stated | Local | home page | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Heidi M. Conner · CPA (self-reported to the IRS, not a state license) · business name on the record: McMahon Schleifer & Wood LLC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Named contact / team | Heidi Conner, CPA | /meet-the-team | 3 pts (max 3) |
| Communication channel / process | Documented: ...may apply Click Here to Pay Resources Secure Document Upload IRS Small Business Center Client Portal Login Federal Refund Check Wisconsin Refund Check Up bottom of page | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Business Hours | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Accounting Examining Board license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Heidi M. Conner under the business name 'McMahon Schleifer & Wood LLC' in Eau Claire, WI. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from McMahon, Schleifer & Wood, LLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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