Schell CPA, llc offers a wide range of services to our individual, trust and business clients. Being a small firm, we are able to offer our clients individualized, quality service. Below, we have listed the services that we offer.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
Click the Service title for details
Tax Planning and Preparation
Every tax situation is unique. Effective tax preparation and planning can help you to minimize your tax liability. We can help you proactively manage both your personal and business tax issues, including understanding how changes in your personal life or business impact your overall tax liability. Not all tax planning opportunities are readily apparent. With our firm on your team, you will be better prepared to benefit from these opportunities. We understand how the latest federal, state and local tax legislation and other external developments affect you and we are constantly identifying new ways to reduce our clients’ tax liabilities to the minimum amount required by law.
Estate and Trust Tax Preparation
Estate matters affect everyone and estate planning involves so much more than having a will in place. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs.
International Tax Matters
Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.
Single Member LLC S Corps
Representation before the IRS
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
If your business does not currently have accounting staff, or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping services ensuring the smooth operation of the financial side of your business. Keeping good records can actually help you save money. Good records help you monitor the progress of your business, prepare accurate financial statements, identify source of receipts and track deductible expenses supporting items reported on tax returns. As your business needs grow and change we can provide input and planning assistance making sure your accounting and financial systems keep pace with your business needs. We also can provide these services remotely.
Business Entity Selection
The business entity— sole proprietorship, partnership, S-Corporation, C-Corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications as each tax entity selection has certain tax advantages and disadvantages. As your business grows and changes, the type of business entity you choose may need to change also. We can help you navigate through this very important decision.