Business Details
39 Years
experience
Trusted Accounting and Tax Services in Cleveland
Schultz Bertin is a Cleveland-based CPA firm dedicated to providing superior, personalized tax and accounting services to individuals and businesses. Founded in 1987, our firm combines decades of experience with continuous education in evolving tax regulations to deliver strategic solutions tailored to each client's unique needs. Our team of certified professionals specializes in tax compliance, financial planning, and business advisory services, prioritizing proactive strategies to minimize tax liabilities and maximize long-term financial success.We serve clients across Ohio and nationally, emphasizing integrity, transparency, and client-centric support. With a focus on building lasting relationships, we offer free consultations and customized services, including forensic accounting, estate planning, and payroll management, ensuring clients receive expert guidance aligned with their personal and business goals.
Services
Tax Preparation
Payroll Services
Small Business Accounting
Estate Planning
Personal Financial Planning
Forensic Accounting
IRS Audit Representation
Business Valuation
Internal Controls
Strategic Business Planning
Details
- Year established: 1987
Highlights and features
- We offer over 35 years of experience in accounting and tax services.
- Our team includes certified CPAs and fraud examiners with industry-specific expertise.
- We provide proactive tax planning to legally minimize liabilities.
- We deliver personalized support for individuals and businesses of all sizes.
- We prioritize transparency, integrity, and long-term client relationships.
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing for individuals and businesses. We specialize in navigating complex tax codes to maximize refunds and minimize liabilities. Our CPAs provide strategic advice on deductions, credits, and compliance, tailored to each client's financial situation.
Estate Planning
Estate planning services focus on preserving wealth and facilitating smooth asset transfer. We assist with wills, trusts, and tax-efficient strategies to reduce probate costs and protect heirs. Our approach ensures clients' wishes are legally documented and family needs are prioritized.
Small Business Accounting
Small business accounting includes bank reconciliation, financial statements, and general ledger management. We streamline financial processes, enabling owners to focus on growth. Services are customizable with payroll and tax planning add-ons for comprehensive support.
IRS Audit Representation
IRS audit representation provides expert defense and negotiation for tax disputes. Our team handles communications, documentation, and settlements to resolve issues like back taxes or liens. We aim to reduce penalties and restore financial stability for clients.
Payroll Services
Payroll services ensure compliance with tax laws and timely employee payments. We manage tax filings, direct deposits, and reporting, offering options for full-service or online processing. This reduces administrative burdens, allowing businesses to focus on core operations.
People
Christopher D. Bertin
Partner
CPA with over 40 years of experience in accounting and tax, specializing in manufacturing, construction, and professional services. Expert in business valuations and litigation support.
Jeffrey M. Kurzweil
Partner
CPA and Certified Fraud Examiner with 20+ years in forensic accounting and tax planning. Focuses on healthcare, e-commerce, and professional services, offering expertise in internal controls and fraud detection.
Questions
What tax services do you offer for individuals?
We provide tax preparation, planning, and audit representation for individuals, focusing on minimizing liabilities and maximizing refunds through strategic deductions and credits.
How can your firm assist small businesses?
We offer accounting, payroll, and tax services tailored to small businesses, including financial reporting, compliance, and strategic planning to support growth and operational efficiency.
Do you handle complex tax situations like IRS audits?
Yes, our team specializes in IRS audit representation, resolving back taxes, liens, and levies with strategies to reduce penalties and negotiate payment plans.
What estate planning services are available?
We assist with wills, trusts, tax-efficient wealth transfer, and probate reduction strategies to ensure your assets are distributed according to your wishes while minimizing legal costs.
Are your services available outside Ohio?
Yes, while based in Cleveland, we serve clients nationwide with virtual consultations and customized accounting solutions for individuals and businesses.
