Back to top

Services

Jeffrey J. Schrader, CPA, P.C. provides a wide range of services to individuals and businesses in a variety of industries. At Jeffrey J. Schrader, CPA, P.C., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:


Tax Planning and Tax Return Preparation

At Jeffrey J. Schrader, CPA, PC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Jeffrey J. Schrader, CPA, PC's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Jeffrey J. Schrader, CPA, PC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Jeffrey J. Schrader, CPA, PC's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, and investments.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Corporate tax planning and return preparation

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Financial Statement Services

Jeffrey J. Schrader, CPA, PC provides financial statement services depending on your company's needs.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Financial and Retirement Planning

Jeffrey J. Schrader, CPA, PC's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Jeffrey J. Schrader, CPA, PC can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Assurance and Advisory Services

At Jeffrey J. Schrader, CPA, PC, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

  • Reviews, and compilations
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Transaction structuring and negotiations
  • Business succession

Payroll Services

Jeffrey J. Schrader, CPA, PC's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Jeffrey J. Schrader, CPA, PC offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.

Installation

We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.


Information Request for Services Listed Above

WSJ Online News

Facebook Posts Surge in Revenue as It Tackles User-Data Crisis

Facebook, in its first earnings report after touching off widespread data-privacy concerns, posted soaring revenue and profit that highlighted the company’s central place in the digital economy....

GM's Profit Sinks on Restructuring, Other Costs

GM’s first-quarter net income sank 60% amid hefty restructuring costs in South Korea and lost production in the U.S. from planned factory downtime....

Southwest Forecasts Weaker Bookings After Fatal Accident

Southwest Airlines warned of weaker revenue ahead as the company continues to deal with the fallout of last week’s fatal accident following an engine blowout on a flight from New York to Dallas....

The Million Dollar Cancer Treatment: Who Will Pay?

A new wave of genetic-based therapies for treating cancer are creating sticker shock, as the drugs and related care for a single patient can run up close to a million dollars. ...

Is Big Oil Back? Investors Aren't So Sure

Rising crude prices are supercharging earnings at the world’s major oil firms, but investors may need more convincing that Big Oil is back....

ECB Signals Faith in Economy as It Maintains Policy Mix

European Central Bank President Mario Draghi said he expects economic growth in the eurozone to remain solid, indicating that signs of a slowdown haven’t prompted policy makers to reassess their st...

U.S. Jobless Claims Drop to Lowest Level Since 1969

The number of Americans applying for unemployment benefits fell to the lowest level since 1969, the latest sign the labor market is firming after years of steady job growth....

U.S. Durable-Goods Orders Rose 2.6% in March

Demand for long-lasting U.S. factory goods rose in March due to increased aircraft orders, but an underlying proxy for business investment fell....

Beijing Ready to Hit Back if U.S. Curbs Chinese Investments

The U.S. threat of investment restrictions is already damping the enthusiasm of Chinese businesses, with some canceling or slowing plans to invest in the American market....

U.S. New Home Sales Rose in March

U.S. new-home sales surged in March, capping off a strong first quarter in a segment of the housing market characterized by solid buyer demand....