Business Details
Your Trusted Partner for Tax and Financial Services
Schrader CPA operates from a newly renovated space in a historic 1794 home in Yardley Borough, blending tradition with modern tax compliance and advisory services. As a boutique firm, we prioritize personalized, hands-on guidance tailored to clients' financial goals. Our approach emphasizes deep familiarity with clients' financial affairs, ensuring proactive advice to anticipate challenges. Clients benefit from direct access to known team members, prompt responsiveness, and consistent high-quality service. We act as a one-stop resource through strategic partnerships with trusted professionals, offering comprehensive solutions for individuals and businesses.Our expertise spans tax preparation, financial planning, and accounting, supported by affiliations with leading industry organizations. We maintain active involvement in every engagement, ensuring accountability and precision. Our commitment to excellence is reflected in our licenses with the New Jersey and Pennsylvania State Boards of Accountancy. We serve clients across Pennsylvania and New Jersey, combining local market knowledge with national standards of practice.
Services
Individual Tax Preparation
Business Tax Services
Tax Planning
Personal Financial Planning
Small Business Accounting
Highlights and features
- We offer personalized tax advisory services with proactive financial planning strategies.
- Our team holds CPA licenses in both New Jersey and Pennsylvania for cross-state expertise.
- We provide hands-on accounting support with monthly/quarterly bookkeeping services.
- Our firm maintains affiliations with leading industry organizations like AICPA.
- We combine local market knowledge with national standards of accounting practice.
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- New Jersey Society of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
Services
Individual Tax Preparation
We prepare and file individual income tax returns while identifying deductions and credits to minimize liability. Our process includes electronic filing for faster refunds and personalized withholding adjustments. We specialize in resolving complex tax situations and providing year-round planning strategies to optimize financial outcomes.
Business Tax Services
Our business tax solutions cover federal and state compliance, payroll tax management, and entity structure optimization. We help businesses avoid penalties through timely filings and strategic tax planning. Services include profit/loss statements, merger support, and year-round advisory to maximize after-tax income.
Personal Financial Planning
We create customized financial plans addressing retirement needs, college savings, risk management, and estate preservation. Our approach combines investment strategy with tax-efficient planning to build long-term wealth. We help clients protect assets while preparing for future financial milestones.
Small Business Accounting
We handle monthly/quarterly bookkeeping tasks including bank reconciliations, income statements, and balance sheet preparation. Our services ensure accurate financial records for informed business decisions. We also offer payroll integration and general ledger maintenance for small businesses.
Tax Planning
Our proactive tax planning identifies legal strategies to reduce liability across personal and business scenarios. We analyze current financial situations to implement savings techniques before tax deadlines. Services include trust/estate tax planning and entity structure optimization for long-term tax efficiency.
People
Jeffrey J. Schrader
Certified Public Accountant
Jeffrey J. Schrader is a licensed CPA with advanced tax expertise, serving Pennsylvania and New Jersey clients. He holds a Master of Science in Taxation and contributes to the Pennsylvania CPA Journal. His affiliations include multiple state and national accounting organizations.
Questions
What tax services do you offer for individuals?
We provide comprehensive individual tax preparation, including income tax returns, deduction optimization, and year-round tax planning strategies.
Do you handle business tax compliance?
Yes, we prepare federal and state business tax returns, manage payroll tax compliance, and offer entity structure recommendations.
What financial planning services are available?
We offer retirement planning, estate planning, college savings strategies, and investment goal optimization tailored to individual needs.
Can you assist with small business accounting?
We provide monthly/quarterly bookkeeping, bank reconciliations, financial statement preparation, and general ledger maintenance for small businesses.
Are you licensed to practice in multiple states?
Our CPA license covers both New Jersey and Pennsylvania, allowing seamless cross-state tax and accounting services.
