Schaeffer & Sam, CPA, P.C. has a history dating back to the 1940s, specializing in tax planning, compliance, fiduciary accounting, and financial strategy for family businesses and high-net-worth individuals. The firm serves a diverse clientele including real estate, construction, retail, investment, professionals, estates, trusts, and charitable foundations.
With 11 professionals on staff, the firm maintains high professional standards and offers proactive guidance to help businesses thrive.
Decades of experience dating back to the 1940s
Specialized services for family businesses and high-net-worth individuals
Comprehensive fiduciary accounting and estate planning
Innovative Growth Partner Program for early-stage entrepreneurs
Modern, hands-on approach with technology integration
Services
Tax Preparation Services
Comprehensive tax preparation and planning for individuals, family businesses, and investment entities.
Individual and family tax planningSuccession, estate, and retirement planningMulti-generational tax returns for high-net-worth familiesEstate, gift, and trust tax returns (simple, complex, and charitable)Tax controversy resolution for audits and disputes
Financial Planning & Strategy
Strategic financial planning to align with clients' long-term goals.
Targeted, tiered accounting and strategy support for early-stage entrepreneurs.
Tailored accounting and strategy supportAffordable financial expertise from Day OneScalable services as businesses growAccess to workshops and educational resources
Credentials & Certifications
CPA
Since 1940s
J.D.
Since N/A
M.S. Taxation
Since N/A
EA (Enrolled Agent)
Since N/A
Reviews
Rating
5
★★★★★
Reviews
1
"Amy Catalfomo has been such an amazing accountant and support!"
Frequently Asked Questions
What services does your firm offer? +
We specialize in tax preparation, bookkeeping, financial planning, and business consulting, with a focus on helping clients and business owners grow.
What sets your firm apart from other CPA firms? +
We take a modern, hands-on approach, offering proactive guidance to help businesses thrive. We also leverage technology to make accounting seamless and stress-free.
Are you accepting new clients? +
Yes! We love working with passionate entrepreneurs and growing businesses. Contact us to see how we can help.
I’m just starting my business—do I really need a CPA? +
Absolutely! Even if you're not ready for full accounting services, we offer workshops, consultations and guidance to set you up for long-term success.
Can’t afford a CPA right now? Do you offer any resources for startups? +
Yes! We have programs designed to help new businesses, including educational resources and strategic planning sessions.
What’s the best way to structure my business (LLC, S-Corp, etc.)? +
The right structure depends on your goals, liability concerns, and tax situation. We can guide you in choosing the best option for your business.
How can I stay organized for tax season? +
Keeping track of expenses, using accounting software, and setting aside money for taxes throughout the year will help. We offer bookkeeping services to make it easier.
Do you offer virtual services? +
Yes! We are a paperless firm and offer virtual meetings, cloud-based accounting, and digital document management for your convenience.
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