Chippewa Valley Financial Services LLC is an accountant in Chippewa Falls, WI. The firm provides a full range of financial services, including tax preparation and planning, accounting and bookkeeping, and financial consulting for both individual and business clients. With offices in Chippewa Falls and Eau Claire, the company serves clients across the region. The business has a 4.50 rating based on reviews from its clients.
Chippewa Valley Financial Services is staffed by a team of professionals including a CPA, an Enrolled Agent, accountants, bookkeepers, tax planners, and tax preparers. The company emphasizes a comprehensive approach to financial services, analyzing each client's situation holistically to understand their financial standing and goals. Its services are tailored to meet the specific needs of clients, with a focus on reducing financial stress and improving financial well-being. Kathi Rice, the president and owner, brings extensive local experience to the firm, having previously managed two successful businesses and worked in community organizations. Luarta Soden, a senior tax advisor, has over 40 years of experience in the tax industry and previously owned her own tax business in the area.
The business maintains a well-optimized website that search engines read cleanly, and it offers thorough, well-documented business information available online. This ensures clients and partners can access clear, consistent details about its services and operations.
Chippewa Valley Financial Services is deeply rooted in the Chippewa Falls community, offering personalized financial guidance that reflects the needs of local residents and businesses.