At Schupick and Associates, we understand the importance of having a trusted accounting and tax professional by your side. Our experienced and friendly team is dedicated to providing exceptional service to individuals, businesses, and non-profit organizations in Mason City, Iowa. With our expertise, you can rest assured that your financial needs are in good hands.
Our Firm's Values
At Schupick and Associates, we operate under the principles of professionalism, responsiveness, and quality. We understand the value of building strong relationships with our clients and strive to provide personalized service that meets their unique needs. Our team is committed to staying up-to-date with the latest accounting and tax laws, ensuring that our clients receive the best guidance possible.
Services for Individuals
- Retirement Planning: We help individuals plan for their financial future, ensuring that they are on the right path to achieving their retirement goals.
- Estate Planning: Our experts will assist you in creating a comprehensive estate plan that safeguards your assets and ensures the smooth transfer of wealth to your loved ones.
- Business Services: We provide a range of services for individuals starting or running their own businesses, including accounting, bookkeeping, and tax preparation.
Services for Businesses
- Small Business Accounting: Our team will help you streamline your financial operations, ensuring that your business runs efficiently and effectively.
- Business Advisory Services: We offer expert guidance on financial planning, business valuations, and succession planning to help your business thrive.
- Payroll Services: Our team will handle your payroll needs, ensuring that your employees are paid accurately and on time.
Tax Services
- Individual Tax Preparation: Our experts will guide you through the complex tax preparation process, ensuring that you claim all the deductions and credits you are entitled to.
- Tax Relief: We help individuals and businesses navigate the tax relief process, ensuring that your financial woes are minimized.
- IRS Audit Representation: Our team will represent you during an IRS audit, providing expert guidance and ensuring that your rights are protected.
QuickBooks Services
- Setup for QuickBooks: Our team will set up your QuickBooks software, ensuring that your financial data is accurate and organized.
- Training for QuickBooks: We provide one-on-one training sessions to ensure that you are comfortable using your QuickBooks software.
- Tune-up for QuickBooks: Our experts will review your QuickBooks setup, identifying areas for improvement and optimizing your financial management.
Client Portal
Our client portal offers a secure and convenient way for our clients to access their financial information, submit invoices, and communicate with our team.
Welcome to Our Team
Our team of experienced professionals is dedicated to providing exceptional service and expert guidance to our clients. Led by Timothy Schupick, our team includes:
- Timothy Schupick, CPA
- Dan Henaman, CPA
- Kristy Emerson, EA
- Carolyn Weiss, EA
- Kris Kramer, EA
- Ryan Schupick, EA
- Brady Holden, EA
- Charlie Pankratz, EA
Get in Touch
If you have any questions or would like to schedule a consultation, please do not hesitate to contact us at (641) 424-5993 or tim@schupickcpas.com.
OVERALL EXPERIENCE
The reviews praise the professionalism and quality of service provided by Tim and his team. Two customers, Randy Hendricks and Wat D., have given 5-star ratings for their excellent experience with the tax and accounting services.
PROFESSIONALISM
Both reviewers have praised the team's professionalism, with Randy highlighting their being "top-notch professionals" and Wat describing them as "very friendly". This suggests that the team possesses a high level of expertise and excellent communication skills.
CUSTOMER SERVICE
The reviews also mention the helpfulness and efficiency of the team. Randy's review states that the team "got exactly what I wanted", implying that they were able to meet the customer's needs effectively. Wat's review also mentions that the team was "very friendly", indicating a positive and welcoming atmosphere.
FACILITIES
Wat's review is the only one that mentions the facilities, describing the office as having a "clean and sophisticated interior". This indicates that the team has taken care to create a pleasant and professional environment.
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