Tax Planning & Preparation
Individuals | Trusts | Estates | Corporations | Closely Held Businesses | Partnerships
From simple to complex needs, large or small projects, Scheffel Boyle can effectively handle your tax planning and reporting while applying our innovative strategies to maximize your income and minimize your liabilities. We provide tax planning and preparation services to a variety of clients, from individuals to multi-million dollar corporations. Our Tax Team stays educated on all tax code changes to ensure our clients receive the best possible outcome from their annual filings.
We know no one looks forward to paying taxes. However, if you have someone working with you to strategize on both long-term and short-term strategies, you can know exactly where you stand when it comes time to file and possibly even minimize what you owe. Our job isn't just to provide a service. We take it a step further and get to know your exact situation, find out what struggles you face, and examine how we can mold our services around you. It's important to us to get to know our clients and understand what financial issues they struggle with and their fears for the future. Your finances are not black and white and we know there are many paths you could go down. We are here to help.
Our individual tax services assist our clients in managing and building their wealth throughout every life stage. Our hands-on assistance takes the worry and guesswork out of how to best manage your personal finances and plan for a sucessful future.
When it comes to our corporate clients, we treat them as if their business was our business. We succeed when they succeed. Our team-focused strategy when approaching corporate tax preparation is key to our service structure. Working with our clients rather than for them is an important part in helping them understand what we are doing and why. We always want our clients to know that their best interest is top of mind for us and that finding valuable tax-saving strategies for them is our ultimate goal.
We prepare all types of corporate, trust, personal, estate, non-profit and partnership tax returns and constantly monitor tax law changes to advise you about tax saving strategies that can be applied to your particular situation. We also research specific tax questions and are well prepared to represent clients before the Internal Revenue Service on all income tax matters.
Our Tax Team
Our Tax Team leaders are experts in tax code and how it applies to both individuals and businesses. They stay educated on all federal and state regulations in order to ensure our clients receive correct and informative advice that will benefit their financial situation. Our Tax Team is lead by Principal Mike Fitzgerald, CPA. His experience and wealth of knowledge over tax law and practices is an asset to our team at Scheffel and makes him a valuable ally to our clients. Learn more about Mike by clicking here to view his professional biography.
Cory Gallivan, CPA | Kathy Fitzgerald, CPA | Mike Fitzgerald, CPA