Tax Services

Ronald Reagan once said, “The government’s view of the economy could be summed up in a few short phrases: if it moves, tax it. If it keeps moving, regulate it, and if it stops moving, subsidize it.” Keeping true to the government’s philosophy, the IRS has issued over 20,000 pages of tax regulation with more than 8 million words. Add to that all of the individual state and municipal tax laws and the number becomes staggering. To put that in perspective, the King James Bible only has 783,137 words. Why would you want to take this on yourself?

No one should expect to pay more than is legally required of them when it comes to taxation. At Schultzco, our philosophy has always been to out research, out think and out perform. Let us put our vast research sources and combine it with extensive experience and put it all to work for you instead of against you.

Individuals

Preparing your own income tax return can leave you with more questions than answers. According to a study released by the US Government’s General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Doing your taxes should not be like getting a tooth filled. You would not expect to hear someone who has just completed their return to say it was an unusually pleasant experience; however, this is commonly heard from our clients. With our tireless dedication to combining tax research and planning to tax preparation, we believe you will be amazed at how dedicated to your success we are. Our solution to whatever tax situation you are facing will simply be . . . elegant.

Here’s what you get . . .

Your tax return will be checked and rechecked by our computer software, identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.

Your tax return can be filed electronically so you will receive your refund quicker.
Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest-free loan for up to 16 months?
We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year’s tax liability.

Business

We gauge our worth by the success of our client’s small and medium enterprises. There are various tax structures such as sole proprietors, corporations, partnerships, limited liability companies, and limited liability partnerships. We know not one solution fits every business. We provide comprehensive, flexible strategies that address the issues affecting your business. Our guidance will help you find the best structure for you, prepare the best accounting books possible, and focus on quality, accurate and reliable tax preparation. Give us a chance for a free 1 hour meeting and watch how we can change how your perspective on the awful words, “Income Tax.”

Estate and Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner