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Your Partner in Financial Success

At Schuerman CPA, we stand on three foundational values that guide our professional interactions and client engagements. These values have been instrumental in our success and enable us to deliver exceptional service that exceeds expectations.

Professionalism

As a leading firm in the area, we harness our expertise, experience, and the energy of our team to provide close personal and professional attention to each client. Our commitment to professionalism ensures that clients receive high-quality services tailored to their unique needs and goals.

Responsiveness

We understand the urgency of timely financial guidance and take pride in providing prompt and accurate service. Our team works with clients to understand their concerns and deliver customized solutions in a timely manner.

Quality

Our commitment to quality is paramount. We adhere to rigorous ethical guidelines and maintain the highest standards in our work. Our attention to detail and meticulous approach ensure that clients receive accurate and reliable financial advice.

Personal Financial Planning

  • Comprehensive financial plans tailored to individual needs and goals
  • Retirement planning and investment guidance
  • Estate planning and elder care considerations
  • Wealth management services for individuals and families

Business Services

  • Comprehensive accounting and bookkeeping services
  • Payroll and part-time CFO services
  • Business valuations, mergers and acquisitions
  • Business advisory and consulting

Tax Services

  • Tax preparation and planning for individuals and businesses
  • Tax relief and dispute resolution
  • Cryptocurrency accounting and tax services

Additionally, we offer

  • Litigation support
  • Internal control assessments
  • Forensic accounting services

Our Approach

At Schuerman CPA, we take a personalized approach to client engagement. We listen carefully to clients' needs and aspirations to develop tailored solutions that align with their unique financial situations. We value open communication and transparency throughout the process, ensuring clients are fully informed and involved in every step.

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