Collin Kerchoff is the Administration Coordinator at Schultz & Associates, CPA, PLC. He earned his degree in Human Resources from Cleary University and supports the firm’s tax and accounting team through a variety of administrative responsibilities. His work helps keep client engagements organized and moving efficiently.
Collin assists with many of the administrative steps involved in the tax preparation process. He manages the final stages of the SurePrep workflow, prepares completed tax returns for electronic delivery, and helps clients complete the electronic signature and e-filing process. His attention to detail helps ensure returns move through the final filing process accurately and on time.
Collin also assists with client onboarding and other administrative functions that support the firm’s tax department. He gathers information from new clients, organizes documents, and helps make sure the accounting and tax professionals have the information they need before work begins. An organized process allows the firm to serve clients more efficiently and reduce unnecessary delays.
Throughout the year, Collin answers administrative questions from clients and assists with tax return processing. He helps clients understand the next steps, coordinates document requests, and supports the electronic signature and e-filing process. His goal is to keep the administrative side of each engagement organized and moving forward.
Collin believes that communication and organization create a better client experience. He responds promptly to client questions, pays close attention to detail, and works closely with the firm’s accounting and tax professionals. His commitment to dependable service helps clients navigate the administrative side of the tax process with confidence.
By supporting both clients and the firm’s professional staff, Collin helps create an organized and efficient workflow throughout the tax season. His dedication to accuracy and client service makes him an important member of the Schultz & Associates team.