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← Back to Top 9 Bookkeepers in the Milwaukee-Waukesha Area, WI (2026)Schumacher Sama
Evidence Score 49/100 at 75% evidence coverage 2 of 9 on the Milwaukee-Waukesha area list How the score works
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 + remote
- Software?
- QuickBooks Online
2 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Schumacher Sama | home page Oct 6, 2026 | |
| Website | https://schumachersama.com/ | home page | |
| Office locality | Wauwatosa, WI | home page Oct 6, 2026 | |
| Service area | United States (stated by the firm) | /services/small-business-owners | |
| Phone | +14143272320 | home page | |
| Offers bookkeeping | Documented: ...One Financial Partner. One Integrated Solution. We bring accounting, tax, payroll, bookkeeping, and strategic advisory together under one relationship-so every part of your... | home page Oct 6, 2026 | |
| Monthly bookkeeping | Documented: ...Financial Solutions Your All-in-One Partner for Accounting, Tax, and Strategic Advice Monthly Accounting & Reporting Tax Compliance Solutions Strategic Advice & Consulting Learn... | home page | 8 pts (max 8) |
| Payroll coordination | Documented: ...content Your Full-Service Tax & Accounting Firm Providing tax preparation, accounting, payroll, and more since 1960 Schumacher Sama is a full-service accounting firm in Wauwatosa... | /about | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...need to thrive. Our All-Inclusive Partnership Includes: Monthly Accounting & Reporting Financial statement preparation and analysis. Monthly bookkeeping and account reconciliation... | /services | 6 pts (max 6) |
| Software supported | QuickBooks Online | /services | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /services/small-business-owners | 3 pts (max 3) |
| What is included / excluded | Documented: ...confidence, and peace of mind you need to thrive. Our All-Inclusive Partnership Includes: Monthly Accounting & Reporting Financial statement preparation and analysis. Monthly... | /services | 5 pts (max 5) |
| Onboarding described | Documented: ...familiarity · Dedicated CPA/tax advisor Schedule A Call With Ryan or Mike Learn More OUR PROCESS A clear path from guesswork to confidence. A structured approach to becoming your... | home page Oct 6, 2026 | 4 pts (max 4) |
| Reporting cadence stated | Documented | home page Oct 6, 2026 | 4 pts (max 4) |
| Named contact / team | Ryan Schumacher, CPA | /about | 3 pts (max 3) |
| Communication channel / process | Documented: ...businesses and independent insurance agencies across the United States. Secure portals, video calls, and multi-state filing experience mean location isn't a barrier. Do you serve... | /about Oct 6, 2026 | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Nov 12, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for 'Schumacher Sama, LLP' in Wauwatosa, WI on 2026-09-27: the one matching preparer record lists no CPA, EA, attorney or ERPA credential and no Annual Filing Season Program record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): 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.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 23 evidenced items come from Schumacher Sama's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.