Personal Service

Schmidt + Associates provides a broad range of services for individuals.  Our experienced and dedicated staff brings a wealth of knowledge and expertise to help solve your complex tax and financial problems.

Strategic Personal Partner not “Typical Accountant”

We are much more than your personal tax preparer. We want to be your strategic confidant. Since our first day of operation, we have specialized in providing personal services to assist you with meeting personal financial goals related to tax compliance and planning, personal goal setting, financial planning and risk management. We are committed to converting your dreams of success into reality using our expertise and established principles.

Some of the customizable personal service we can offer include:

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