- Tax PlanningAppointments are necessary for any tax planning, consulting or general questions. We charge by the hour in increments of 15 minutes. Please let us know how long you would like to reserve, and if you have a preference with whom you meet.
- Estate Taxes
- Tax ServicesWe also offer corporate and partnership tax preparation where we develop a strategy based on your business goals while also considering the effect on your individual situation.
- Income TaxOur firm offers clients a variety of tax services. We provide individual income tax preparation including communication between tax authorities and our clients, and reviewing financial records to ensure no outstanding tax payments are required.
- Accounting ServicesWe provide a variety of services including tax compliance, consulting, bookkeeping and payroll for individuals, small businesses, estates and trusts.
- Payroll ServicesWe also offer payroll services to meet the needs of your business whether you have one employee or fifty. Payroll accounting is one of the most challenging, yet indispensable, accounting functions for a business. Is the "do it yourself" approach right for you? Accurate payroll records are critical, and the laws and regulations can be overwhelming. You are responsible for deducting taxes, insurance, and many times pension plans. Your accountant must be familiar with your company, and even more importantly, must be knowledgeable in every payroll function. We deliver peace of mind by providing regular payroll cycles followed up with quarterly and annual payroll tax reporting in compliance with local, state, and federal regulations.
- Bookkeeping ServicesSchneiter & Moad CPAs provides bookkeeping services ranging from full-charge data entry, month-end reconciliations, analysis of balance sheet accounts, and annual review for tax and financial statement presentation. We are also happy to assist your internal staff by adding any one or a combination of these services to ensure your books are accurate and complete in a timely manner, enabling sound business decisions.
- Financial Planning
- Retirement PlanningWe look at our client’s financial situation and come up with a strategy and develop a plan to assist with budgeting, purchase of high value personal assets, retirement planning, and more. We also want to help our clients create financial security for their family such as planning for a child’s college fund or building wealth.