CHIPPEWA VALLEY FINANCIAL SERVICES

Your Financial Goals Partner.

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Your Financial Goals Partner.

Every client is different; therefore, every client will have different financial needs. Our goal at Chippewa Valley Financial Services is to be your one stop shop for ALL your financial needs. We have offices in both Chippewa Falls and Eau Claire that are staffed with a CPA, an Enrolled Agent, accountants, bookkeepers, tax planners and tax preparers.

Our financial services

Our knowledgeable staff provides expertise in taxes and tax planning, accounting and bookkeeping services, and financial planning for retirement.
TAX PREPARATION ICON

Tax Preparation

TAX PLANNING ICON

Tax Planning

ACCOUNTING SERVICES ICON

Accounting Services

FINANCIAL PLANNING SERVICES ICON

Financial Planning Services

CONSULTING SERVICES ICON

Consulting Services

ABOUT US

We strive to serve our clients with premium financial service while reducing financial stress and increasing client wealth by implementing a holistic financial approach. We will look at the whole financial picture for each client, whether it be for taxes, tax planning, accounting, bookkeeping, or financial planning for retirement, to ensure that we have a complete understanding of where they are financially and what their financial goals are.

With each client we build a plan together that will meet their financial goals. We pride ourselves in that our clients understand their finances and financial situations by making sure we take the time to explain and answer any questions that they may have.

We want to be your financial goals partner.