Our firm aims to be part of the team that makes
You and Your Business a success.

Our Services

Schmaltz & Company offers a wide range of services tailored to each client’s needs. Below is a list and description of our accounting, taxation and other services:

Accounting Services

Our firm has a wide variety of expertise and experience and aim to provide clients with value in a range of accounting services that help make your business a success.

Review Engagements – provide a limited assurance to users of the financial statements that they conform to generally accepted accounting principles.
Financial statement compilation – compile financial statements based on information provided by the client in a “notice to reader” format.
Bookkeeping / Data Processing – provide timely and accurate financial records for monthly, quarterly or annual reporting purposes.

Taxation Services

Our firm keeps current on tax laws and legislation and takes an active communication approach to tax preparation. We believe the more we know about your business and what you are doing the better positioned we are to minimize your current and future tax liabilities and provide you with the best advice possible.

Corporate Returns – In conjunction with financial statement preparation, we will assist you with all corporate tax filing requirements.
Personal Returns – we can assist you with your annual personal tax return preparation and filing
Estates Returns – we can assist executors and family with all final return and estate return filing requirements
Tax Planning – we can assist clients with assessing their estate and tax planning needs and help facilitate those plans. Proper planning and preparation is the key to any successful individual or business.

Other Services

Our firm aims to be part of the team that makes you and your business a success.
Therefore, as you go through unique stages, we can be there to help you with those events including the purchase or sale of a business, business start-up, asset protection, debt management, cash flow management and forecasting, divorce and many more.

Important deadlines

If you need us to compile information for your farm, business, or rental property, you will need to make an appointment prior to March 15th to ensure we have time to compile your data accurately and file your return on time.
We respectfully request that you drop off your tax information no later than April 15th to ensure your return is filed on time.