Tax Consulting & Preparation Services

Navigating the complex maze of rules, deadlines and ever-evolving regulations can be difficult…but Schmidt + Associates has you covered from compliance to long-term planning. What makes Schmidt + Associates different is our proactive, personalized guidance to your tax research, planning and preparation needs. We monitor tax law rulings and updates every day so you will be kept up to date.

PROACTIVE & PERSONALIZED GUIDANCE: RELY ON ACCURATE INFORMATION AND IDENTIFY KEY TAX PLANNING OPPORTUNITIES THAT MINIMIZE BOTH YOUR CURRENT AND FUTURE TAX LIABILITIES

Our Approach:

  • Conduct an evaluation of the individual and business structure and needs
  • Establish rapport and develop a relationship which is essential to providing the best service possible
  • Develop a customized tax strategy
  • Assist clients in anticipating and adjusting to changes in tax laws
  • Identify and create opportunities

Our Services:

  • Income Tax Preparation
  • Tax Planning
  • Entity Selection and Structure Consulting
  • Estate & Gift Tax Compliance and Planning
  • IRS Representation
  • Business Acquisitions, Dispositions and Valuations

Our Goal

Our goal is to develop and create opportunities for clients which result in substantial tax benefits.  We’re dedicated to minimizing your tax liability and maximizing your after-tax income.

Start Here For Your Tax Solutions
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