Client Services

At Allen C. Schneider & Co. LLP we offer a wide range of services to our business and individual clients. As a boutique accounting firm we are able to offer our clients focused and personalized quality service. Below, we have outlined the wide range of services that we offer to our clients, along with a brief description of each service.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

(Click Service Title For Details)

Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel should never be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.

Below are just a few of the areas in which we provide cost effective accounting services.

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Cash Flow & Budgeting Analysis

A business that is profitable may still run into trouble due to cash flow issues. We will forecast and evaluate your companies’ financial condition, estimate financing requirements, and track cash-flow sources and uses to ensure continued financial stability and growth.

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Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From initial projections to complex financial modeling, and by utilizing our projections and forecasts our experienced team will guide you in achieving your companies’ financial goals.

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Forensic Accounting

We utilize our accounting and auditing skills to provide the client an analysis of their financial records. The results of these efforts can readily be used to resolve disputes and other financial issues. In addition, we have actively assisted in fraud and theft investigations.

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Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your companies’ profitability and efficiency. We provide financial reporting on two levels of assurance:

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Tax Services

Tax Services

Our tax service component is a major integral aspect of the Allen C. Schneider & Co., LLP practice. We make it a priority to remain current on new tax laws and legislation, allowing us to identify key tax planning opportunities that benefit both your current and future tax needs. Throughout the year we provide our clientele with the taxation expertise and knowledge that they justly deserve.

Below are just a few of the areas in which we provide Tax services.  

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, providing security for your surviving spouse, as well as reducing or eliminating the tax due on the transfer of your business and other assets. We will guide you through the complex process of getting your financial affairs in order.

 

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International Taxation

Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive and broad based knowledge in the area of international taxation.

 

 

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Federal, State and Local Representation

During our years of experience dealing with the many tax authorities, we have achieved a level of competence that will ensure that our clients are being properly represented before the various federal and state tax agencies.

 

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Sales Tax Services

Many of our clients are responsible for collecting and remitting sales taxes in many different types of businesses. We will assist your company in the compilation of the necessary information and preparation of sales tax returns in a timely and efficient manner.

 

 

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Tax Planning

Tax planning and preparation form a winning combination for our successful business and individual clients. Our experienced team will develop tax strategies that are influenced by the most current tax laws and legislation.

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Tax Preparation

Our continued significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for a large variety of entities, e.g. corporations, partnerships, individuals, trusts, estates, and not-for-profit organizations.

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Consulting Services

Consulting Services

We value our worth by the successes of our clients. We will help you and your business identify areas affecting profitability and growth, and develop solutions that are both practical and achievable. In addition to acting as a sounding board and resource for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Below are just a few of the areas in which we provide consulting services.

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Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for businesses and individuals growing every day, selecting one that is right for you has become increasingly more challenging. As accounting professionals our experienced team will help you identify, choose and implement the system that best fits your needs.

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Business Entity Selection

Choosing the form of entity for your business (e.g. “C” corporation, "S" corporation, partnership, limited liability company, sole proprietor, etc.) is a crucial decision that can have longstanding tax implications that can be both positive and negative. We will guide you in evaluating the pros and cons of each type of entity to help you select the most advantageous one for your company.

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Business Succession Planning

Effective coordination of the transition of the operations of your business to successors is critical to ensure its continued success.

With a solid background in tax and other financial matters, we are qualified to address the complexities of business succession and will assist you in developing and executing a strategically sound plan.


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Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent team has the experience to guide you through the acquisition or disposition process by addressing cash flow analysis, tax considerations and others.

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, providing security for your family members, as well as reducing or eliminating the tax liability on the transfer of your business and other assets. We will guide you through the complex process of getting your financial affairs in order.

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Investment Review

As you develop your investment strategy, we will act as your sounding board. We will guide and assist you and your investment advisor to build an investment portfolio that takes into consideration the impact of taxes and produces the most favorable after-tax return.

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Management Advisory Services

Even the most qualified managers will benefit from competent, independent and objective feedback. We can help your companies’ management team develop long-term objectives and specific strategies to facilitate your business' future growth and continued success.

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Pension & Profit Sharing Plans

We will assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. Qualified retirement plans can provide significant tax advantages to you and your company.

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