Our Services

How efficient is your business' accounting? Does your business' payroll get handled smoothly?

How well-prepared are your tax filings? What progress are you making towards your financial goals? Is your estate in order?

At Schultz & Associates, we provide a wide range of services with one goal in mind: making you more successful.

Whether you need help with complex financial matters such as estate-planning and real estate transactions, help starting and organizing a new business, or just some assistance with routine tax filings, we can help.

Contact us today to arrange a free consultation or explore the links below to learn more about our services.

Individual Tax and Accounting Services

If it’s tax-related, we can help you with it. We’ll probably even save you money on it.

Whether you want us to handle the filings or just give you some advice, we can help you with personal income tax returns, trusts and estate-planning, and retirement-planning.

We’ll probably never convince you that doing your taxes is fun, but at least we can make life easier when it’s time to file. Find out more about our individual tax and accounting services.

Start-up Businesses

New businesses face a unique array of difficulties that often get overlooked in the excitement of opening for business. At Schultz & Associates, we can help entrepreneurs with timely advice and guidance.

Starting a company is difficult, but we'll help turn your vision into a thriving business. Find out more about our tax and accounting services for start-up businesses.

Real Estate

Real Estate transactions can cause an array of tax-related headaches unless you work with experienced advisors well-versed in the complexities associated with property ownership and transfer.

At Schultz & Associates, we've worked on countless real estate transactions and have the expertise to guide you through the process. Find out more about our real estate tax and accounting services.

Payroll Processing Services

There are few things more crucial to your business than accurate, timely payroll processing.

At Schultz & Associates, we've partnered with Express Payroll Solutions to ensure that our clients have their payroll processed accurately and their employees have their pay-checks on time. Learn more about Express Payroll Solutions.

Additional Services

Schultz & Associates is a full-service accounting firm.

The list below include many of the services we provide, however it is not all-inclusive.

Please inquire with us if you wish to have a service performed that is not on the list. If it is not a service we provide, we would gladly refer you to a qualified professional who could help.

  • QuickBooks
  • Quicken
  • Peachtree
  • Microsoft Small Business Accounting
  • Employee Benefit Plans
  • Bookkeeping and Write Up
  • Audits
  • Buying a Business
  • Estate Planning
  • Consulting Services
  • Sales Tax Services
  • Payroll Services
  • Compilations
  • Computer Consulting
  • Litigation Support
  • Reviews
  • Cash Flow Analysis
  • Entity Selection
  • Individual Income Tax Preparation
  • Business Tax Preparation
  • Business Tax Planning
  • Individual Income Tax Planning
  • Tax Services
  • Selling a Business
  • Estate Tax Preparation
  • Trust Tax Preparation
  • Pension and Profit Sharing Plans
  • Financial Statements
  • Software Selection
  • Retirement Planning
  • Projections and Forecasts
  • Consulting Services
  • Break Even Analysis
  • Benchmarking
  • Tax Planning
  • Real Estate Purchase and Sale
  • Real Estate Tax Free Exchanges
  • 1031 Exchange
Schultz & Associates, PLC: Certified Public Accountants

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