Business Details
Expert Accounting Services in Omaha, NE
Schleisman Onken & Associates PC is a full-service accounting firm dedicated to providing personalized financial solutions for individuals, businesses, and nonprofit organizations. With over 30 years of experience serving the Omaha community, our team of licensed CPAs combines technical expertise with a collaborative approach to address complex accounting, tax, and financial planning needs. We prioritize transparency, responsiveness, and integrity, offering tailored services such as estate planning, payroll management, and tax advisory while leveraging partnerships for specialized financial strategies. Our commitment to continuous education ensures clients receive up-to-date guidance aligned with evolving regulations and industry standards. Services
Tax Preparation
Estate Planning
Payroll Services
Financial Planning
QuickBooks Consulting
Business Accounting
IRS Representation
Nonprofit Tax Services
Highlights and features
- We provide full-service accounting solutions tailored to individual and business needs.
- Our team specializes in complex estate and trust tax return preparation.
- Licensed CPAs with decades of combined experience in Nebraska's unique tax landscape.
- Family-oriented approach prioritizing personalized communication and long-term client relationships.
- Proven track record serving Omaha businesses and residents for over three decades.
Associations and certifications
- American Institute of Certified Public Accountants
- Nebraska Society of Certified Public Accountants
Services
Tax Preparation
We prepare comprehensive tax returns for individuals, businesses, trusts, and estates. Our CPAs stay current with changing tax codes to maximize deductions and ensure compliance. Clients receive strategic guidance to minimize liability and optimize refunds through year-round planning and meticulous filing processes.
Estate Planning
Our estate planning services help clients preserve wealth through tailored strategies. We assist with wills, trusts, and probate avoidance while addressing tax implications. Specialized consultations cover legacy planning, family business succession, and asset protection to ensure smooth intergenerational transfers.
Payroll Services
We handle payroll processing, tax filings, and compliance reporting for small businesses. Services include direct deposits, W-2/1099 preparation, and customized payroll reports. Our solutions reduce administrative burdens while ensuring adherence to federal, state, and local tax regulations.
Financial Planning
Collaborating with Avantax Planning PartnersSM, we offer holistic financial strategies. Services address retirement readiness, education savings, risk management, and investment optimization. Our approach combines CPA expertise with specialized tools to create customized pathways for long-term financial security.
QuickBooks Consulting
We provide QuickBooks setup, training, and optimization for businesses. Our consultants help streamline financial processes through software selection and implementation. Services include system evaluations, workflow automation, and staff training to enhance accounting efficiency and accuracy.
People
Jane B. Onken-Roberts
Shareholder
CPA with 30+ years of experience in accounting, specializing in tax compliance and advisory for businesses and individuals across Nebraska and Iowa.
Brian P. Dervin
Shareholder
Dual-qualified CPA and attorney offering combined expertise in tax law, business accounting, and legal compliance for Nebraska-based clients.
Carrie Fenton
CPA
Certified Public Accountant focused on business tax strategies, financial statement preparation, and regulatory compliance for small to mid-sized enterprises.
Gabriela Pearce
CPA
Experienced accountant providing comprehensive tax planning and compliance solutions for individuals and nonprofit organizations in the Omaha area.
James Pavel
Enrolled Agent
Tax specialist offering federal tax representation, dispute resolution, and preparation services for complex returns across diverse client segments.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, including bookkeeping, financial statements, payroll, tax compliance, and business consulting tailored to small business needs.
How can you help with IRS tax problems?
Our team handles IRS audit representation, payment plan negotiations, back tax filings, and resolution of lien or levy issues for individuals and businesses.
Do you offer financial planning beyond tax services?
Yes, through our partnership with Avantax Planning PartnersSM, we provide investment planning, retirement strategies, and comprehensive wealth management solutions.
Can you prepare trust and estate tax returns?
Yes, we specialize in fiduciary tax returns for trusts, estates, and foundations with expertise in complex tax compliance for probate and asset transfers.
What sets your firm apart from other accounting services?
Our local expertise, continuous education commitment, and family-oriented approach combine with specialized technical skills in trusts, estates, and business taxation to deliver superior client value.
