Schaaf CPA Grou

At Schaaf CPA Group LLC, we're a team of experienced accountants and consultants dedicated to helping individuals and businesses achieve financial stability and success. Our mission is to provide personalized, expert guidance and support, empowering our clients to make informed decisions about their finances.

Our Services

As a trusted accounting and consulting firm, we offer a wide range of services to cater to our clients' diverse needs. We provide expert guidance on tax planning and preparation, financial planning, and accounting services, helping individuals and businesses optimize their financial performance.

Tax Planning and Preparation

Our experienced tax professionals will help you navigate the complex world of tax planning and preparation. We'll work closely with you to understand your financial goals and develop a personalized tax strategy tailored to your unique needs. Our comprehensive tax preparation services include individual and business tax returns, as well as specialized services for trusts, estates, and non-profit organizations.

Financial Planning

We understand that financial planning is crucial for achieving long-term financial goals. Our team of experienced financial planners will work closely with you to assess your financial situation, create a customized financial plan, and provide ongoing support to ensure you stay on track.

Accounting Services

Our accounting services are designed to help businesses and individuals manage their finances efficiently. We offer a range of services, including accounting advisory services, financial statement preparation, and budgeting and forecasting. Our experienced accountants will help you streamline your financial operations, ensuring you make informed decisions about your business or personal finances.

Roth IRA Rollovers and Conversions

If you have unused funds in your child's 529 account or inherited IRAs, we can help you navigate the complex process of rolling them over to a Roth IRA or converting them to a taxable account. Our team will guide you through the process, ensuring you minimize taxes and penalties while achieving your financial goals.

Student Loan Relief

Are you struggling with student loan debt? We can help you explore opportunities for student loan forgiveness and income-driven repayment plans. Our team will work closely with you to develop a customized plan, ensuring you're making the most of your financial resources.

Your Partner in Financial Success

At Schaaf CPA Group LLC, we're committed to delivering exceptional service, expertise, and support. Our team of experienced accountants, consultants, and financial planners will work closely with you to address your unique financial needs, providing personalized guidance and support every step of the way. Trust us to help you achieve your financial goals and build a brighter financial future.