Cascio & Schmidt

At Cascio & Schmidt, LLC, we are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. For years, we have been serving individuals and businesses in the area, offering a comprehensive range of services designed to meet their unique financial goals and objectives.

Our mission is to help our clients maintain financial viability in the present, while taking a proactive approach to achieve their future goals. We believe that open communication is key to understanding our clients' needs, and we strive to provide exceptional service through our team of experienced and certified professionals.

Our Firm's History

Cascio & Schmidt, LLC has a long history of providing quality, personalized financial guidance to individuals and businesses in the area. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. We have built a reputation for delivering exceptional service, expertise, and professionalism, and we pride ourselves on the level of esteem we have earned from the business and financial community.

Services

At Cascio & Schmidt, LLC, we provide a wide range of services to individuals and businesses, including:

• Tax Management Services: We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize their tax liabilities, maximize their cash flow, and keep them on track to their financial goals.
• Accounting Services: Our accounting services steer businesses closer to their goals with accurate record-keeping and reporting, as well as support.
• Assurance and Advisory Services: We provide independent audits, reviews, and compilations, as well as assurance and advisory services to help our clients achieve their goals.
• Estate and Trust Planning and Tax Preparation: We help our clients plan for the future, ensuring that their estate and trust goals are fulfilled while minimizing their tax liabilities.
• Financial and Retirement Planning: Our team of experts helps individuals and businesses plan for their financial futures, creating customized plans to meet their unique goals and objectives.
• Entity Selection and Restructuring: We assist individuals and businesses in selecting the most appropriate business entity for their needs, as well as restructuring existing entities to optimize their tax and financial outcomes.
• Employee Benefits, Pension, and Profit-Sharing Plans: We help our clients design and implement employee benefits, pension, and profit-sharing plans that meet their unique needs and goals.
• Financial Projections and Forecasts: Our experts help individuals and businesses create accurate financial projections and forecasts to inform their financial decisions and guide their business strategies.

Conclusion

At Cascio & Schmidt, LLC, we are committed to providing our clients with exceptional service, expertise, and professionalism. Whether you are an individual or business, we have the experience and knowledge to help you achieve your financial goals and objectives. We invite you to learn more about our services and how we can help you achieve your financial aspirations.