Personalized tax preparation and proactive tax planning from a family-owned CPA firm dedicated to helping individuals, families, retirees, and business owners make informed financial decisions today and for the future.
Whether you need to file a straightforward individual income tax return or manage a more complex financial picture—including investments, retirement income, self-employment, rental properties, stock compensation, or multi-state income—you deserve a Certified Public Accountant (CPA) who takes the time to understand your goals and unique financial circumstances.
At Schwartz & Seifert CPAs, every tax return is an opportunity to identify legitimate tax-saving strategies, answer important questions, and help you make confident financial decisions. As a family-owned CPA firm, we combine personalized service with the technical expertise needed to address today’s increasingly complex tax laws.
Preparing federal and state income tax returns with meticulous attention to detail and compliance with current tax laws.
Identifying every appropriate deduction, credit, and planning opportunity available based on your individual circumstances.
Helping you make tax-smart decisions that support your long-term financial goals.
We assist individuals, families, retirees, and small business owners through every stage of life by providing comprehensive tax compliance and planning services.
Preparation and electronic filing of federal and state individual income tax returns, including all required schedules and supporting forms.
Tax-efficient planning for distributions from pensions, 401(k)s, 403(b)s, IRAs, Roth IRAs, and other retirement accounts.
Analysis of Roth conversion opportunities to help evaluate the tax implications and long-term benefits based on your financial objectives.
Preparation of tax returns involving stocks, mutual funds, ETFs, bonds, cryptocurrency, and other investment assets, including capital gains and cost basis reporting.
Tax planning for rental properties, depreciation, passive activity rules, like-kind exchanges, and other real estate tax considerations.
Tax preparation and planning for sole proprietors, independent contractors, consultants, freelancers, and other Schedule C taxpayers.
Preparation of resident, part-year resident, and nonresident state income tax returns, including remote work and multi-state income issues.
Calculation of quarterly estimated tax payments to help reduce the risk of underpayment penalties.
Assistance responding to IRS notices, examinations, and other tax matters. Our CPAs and Enrolled Agent are authorized to represent taxpayers before the Internal Revenue Service.
Review and preparation of amended returns to correct prior filings or claim overlooked tax benefits.
Guidance for significant life events including marriage, divorce, retirement, inheritance, home sales, and other major financial transitions.
Our team has extensive experience helping clients navigate complex tax matters and developing practical solutions tailored to their circumstances.
Contact Our Tax Team →Working with Schwartz & Seifert CPAs means receiving more than tax preparation. You gain trusted advisors committed to helping you make informed financial decisions.
Whether you are filing your annual tax return, planning for retirement, managing investments, or looking for a trusted family-owned CPA firm, Schwartz & Seifert CPAs is ready to help. Let our family help your family make informed tax decisions with confidence, clarity, and personalized service.
Even relatively simple tax returns can present opportunities to claim deductions, credits, or planning strategies that may otherwise be overlooked. A CPA can also provide guidance as your financial situation evolves through retirement, investments, home ownership, or other significant life events.
Generally, you should bring income statements (such as Forms W-2 and 1099), prior-year tax returns, investment and retirement statements, records of deductible expenses, and any tax-related documents you received during the year. If you are unsure, we are happy to provide a personalized checklist tailored to your situation.
Yes. We believe lasting relationships lead to better service and better tax planning. Whenever possible, you will work with the same members of our team who become familiar with your financial goals, tax history, and life changes. That continuity allows us to provide more personalized advice and identify opportunities that may otherwise be missed.
As a family-owned CPA firm, we focus on building long-term relationships rather than processing a high volume of tax returns. We take the time to understand your unique financial circumstances, answer your questions, and provide personalized guidance throughout the year. Our goal is not simply to prepare your return—it is to become a trusted advisor who helps you make informed financial decisions for years to come.
Absolutely. Our relationship does not end when your return is filed. We are available throughout the year to answer tax questions, discuss life changes, evaluate planning opportunities, and help you prepare for important financial decisions before they affect your taxes.
Yes. Our team assists clients in understanding IRS notices, preparing appropriate responses, and representing eligible taxpayers before the Internal Revenue Service when needed. Many notices can be resolved efficiently with the proper documentation and experienced professional guidance.
Yes. We prepare resident, nonresident, and part-year resident tax returns for individuals with income earned in multiple states, including remote workers, individuals who relocate during the year, and taxpayers who own property or investments in multiple states.
Absolutely. Retirement often brings new tax considerations. We help clients evaluate retirement income strategies, Required Minimum Distributions (RMDs), Roth IRA conversions, Social Security taxation, and other planning opportunities designed to support long-term financial goals while helping manage tax liability.
Yes. We provide tax preparation and planning services for sole proprietors, independent contractors, freelancers, consultants, partnerships, S corporations, and other small businesses. As your business grows, we can also provide guidance on entity selection, estimated taxes, and long-term planning.
Yes. Many of our clients come to us as their financial lives become more complex. Whether you have started a business, purchased rental property, received stock compensation, sold investments, inherited assets, relocated to another state, or are planning for retirement, we can help you understand the tax implications and develop strategies tailored to your unique circumstances.
Yes. We believe informed clients make better financial decisions. We explain your return in clear, understandable language, answer your questions, and discuss planning opportunities for the future. Our goal is for you to leave with confidence—not confusion—about your taxes and financial options.
Yes. Tax preparation focuses on accurately reporting the previous year’s financial activity, while tax planning looks ahead to identify opportunities that may help reduce future tax liability. Our proactive, year-round approach helps clients make informed decisions before tax deadlines arrive.
Getting started is easy. Simply schedule a consultation or contact our office. We will discuss your needs, explain our process, and provide a customized document checklist so your experience is organized, efficient, and stress-free from the very beginning.