Michael L. Schneider, CPA provides personalized accounting and tax services tailored to individuals and businesses across various industries, including dentists, law firms, and real estate.
Services encompass personal financial planning, retirement planning, estate planning, elder care, wealth management, small business accounting, payroll, QuickBooks setup and training, and extensive tax preparation and planning, including IRS audit representation and tax relief solutions. The firm emphasizes professionalism, responsiveness, and quality to ensure clients achieve financial independence and secure their future.
Personalized service
Expertise in multiple industries
Comprehensive tax and financial planning
Services
Personal Financial Planning
Comprehensive financial planning to manage risk, improve performance, and ensure wealth growth and longevity.
Comprehensive tax preparation and planning for business entities.
Business tax returns preparationTax planning for businessesEstate & trust tax servicesTax relief and audit representation
QuickBooks Services
Setup, training, and support for QuickBooks accounting software.
QuickBooks setupTraining for usersAnswers to QuickBooks questionsTune-ups and optimization
Credentials & Certifications
CPA
Reviews
Rating
5
★★★★★
Reviews
2
Frequently Asked Questions
What is the difference between personal financial planning and retirement planning? +
Personal financial planning encompasses a broad range of services aimed at managing risk, improving performance, and ensuring wealth growth across various life goals, while retirement planning specifically focuses on creating a budget, optimizing Social Security benefits, and developing a retirement income distribution plan to ensure a comfortable retirement.
How does QuickBooks setup benefit my small business? +
QuickBooks setup tailors the accounting software to your business needs, ensuring accurate bookkeeping, payroll processing, and financial reporting, which simplifies financial management and enhances decision-making.
What services are available for dentists? +
The firm offers specialized accounting and tax services for dentists, including small business accounting, payroll, and tax preparation tailored to the unique financial needs of dental practices.
5.0
