Tax Compliance and Planning Services

Tax Environment
Continuing changes in the federal, state and local tax laws as well as each client's personal and financial goals require each taxpayer to regularly reevaluate their strategies and structure in light of these changes.  Federal, state and local tax complexities continue to consume profits and increase compliance and reporting costs.

Scope of Services
Schwindt & Co. offers a broad range of planning and compliance services.   Our experienced staff can assist taxpayers with matters as far ranging as structuring investments in new businesses to pension planning.  Depending on the needs of the client, planning can be directed at specific transactions as well as periodic check-ups on operations.  The scope of services is dictated by the needs of the client.

We also provide assistance in preparation and review of tax returns, counsel during examination of returns by taxing authorities, and communication with tax agencies on all levels regarding complicated or proposed transactions.  Our service experience includes corporate, partnership, estate, trust, nonprofit, individual tax return preparation and profit advising.