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Services

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SERVICES

Tax Management Services

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At Schelert & Company Inc. P.S., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills, and notices. 

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Valuation Services

Schelert & Company Inc. P.S. will provide valuation or calculation services complete with a full report prepared and signed by a member of the team with ABV (Accredited in Business Valuation) credentialing from the AICPA. This report can be used in conjunction with gift and estate tax planning, estate tax return preparation, or other sale and transition planning. Having a proper valuation completed by a professional can help to avoid overstatement of estate or gift value and therefore overstatement of estate or gift tax due.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer and and all questions the IRS may be asking of you. 

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Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Schelert & Company Inc. P.S.'s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:          

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General ledger and financial statement preparation          
Bookkeeping (Monthly, quarterly, or annual)          
Accounting system setup and support        
Payroll processing          
Cash flow budgeting and forecasting          
Personal financial statements          
Employee benefit and profit-sharing plans          
Corporate tax planning and return preparation

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Schelert & Company Inc. P.S. can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

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Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Schelert & Company Inc. P.S. combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Financial and Retirement Planning

Schelert and Company Inc. PS.'s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We Can guide you through tough decision making processes such as asset allocation investment performance monitoring, college education funding, retirement plans, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Schelert & Company Inc. P.S. can ensure that your portfolio will take into account tax implications for an advantageous after tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals. 

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Schelert & Company Inc. P.S. can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

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Assurance and Advisory Services

At Schelert & Company Inc. P.S., we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

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Reviews, and compilations          
Entity selection and restructuring          
Accounting software selection, implementation, and support          
Financial projections and forecasts          
Debt and finances advising          
Mergers and acquisitions          
Transaction structuring and negotiations          
Business succession

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