Tax Planning & Compliance

We tailor our services for each client, believing that a direct, hands-on approach is necessary to plan for and, where possible, take advantage of constantly changing tax laws.

Minimize your income tax liabilities

Each business or individual client has a unique tax profile. At Schofer Dillberg & Co., we tailor our services for each client, believing that a direct, hands-on approach is necessary to plan for and, where possible, take advantage of constantly changing tax laws. A two-step service approach of proactive income tax planning and detail-oriented tax return preparation allows Schofer Dillberg & Co. to successfully help clients minimize their income tax liabilities.

Income Tax Planning Services

Successful tax planning occurs when the tax professional is able to combine a strong understanding of the client’s business practices and financial goals with an in-depth knowledge of the latest developments in the tax law. The tax professionals at Schofer Dillberg & Co. maintain frequent communications with clients to learn as much as possible about their business and/or individual goals. In addition, we actively monitor and review the latest tax law changes so that any potential tax planning ideas may be vetted and then implemented as soon as possible to maximize savings.

Income Tax Preparation Services

At Schofer Dillberg & Co., timely delivery of an accurate tax return that is fully compliant with the tax law is the standard for every one of our clients. Our tax preparation services include federal, state, and local tax returns for both businesses and individuals. Our tax professionals’ significant experience and education allow us to confidently handle the complex tax reporting issues affecting corporations, partnerships, LLCs, trusts/estates, and individuals.

Tax Services Offered:

  • Individual tax
  • Business entity tax
  • Multi-state returns
  • State and local consulting and compliance

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