Protecting Your Financial Legacy, One Financial Solution at a Time.
Our Vision
Schmedes McAllister & Associates, CPA is a trusted accounting and tax firm dedicated to empowering businesses, families, and individuals to achieve financial success and security. With a personalized and client-centered approach, we leverage our expertise to navigate complex financial landscapes and pursue your goals.
Who We Are
Established by seasoned professionals Carter McAllister and Timothy Schmedes, our firm combines decades of experience, offering comprehensive accounting, tax, and financial planning services. We are passionate about fostering lasting client relationships and helping our clients achieve financial clarity, growth, and peace of mind.
Our Expertise
We offer a diverse range of services to cater to the unique needs of our clients:
Individual Services
- Tax planning and preparation
- Estate planning and wealth management
- Retirement planning consultations
- Financial planning and budgeting
- Specialized tax consulting
Business Services
- Accounting and bookkeeping services
- Tax compliance and planning
- Business valuations
- Mergers and acquisitions consulting
- Financial consulting services
Family Office Services
- Comprehensive financial planning for high-net-worth families
- Generation and preservation of wealth
- Succession planning and family governance
- Trust management and administration
Our Approach
We believe in:
- Personalized attention: We take the time to understand your unique goals, challenges, and financial circumstances.
- Transparency and communication: We provide clear and concise explanations of our methodologies and findings.
- Proactive solutions: We anticipate potential issues and proactively offer solutions to maximize your financial outcomes.
- Client collaboration: We work in partnership with you, offering continuous guidance and support throughout the process.
Why Choose Schmedes McAllister & Associates?
Our proven track record, personalized approach, and unwavering commitment to client satisfaction set us apart. We are dedicated to providing:
- Expertise: Access to seasoned professionals with diverse backgrounds and deep industry knowledge.
- Client-centered solutions: Customized strategies tailored to your specific needs and goals.
- Integrity and confidentiality: Upholding the highest ethical standards and safeguarding your sensitive financial information.
Excellent Service and Professionalism
The reviews consistently praise the team at SMA, specifically Carter McAllister, for their professionalism, timeliness, and effectiveness in tax preparation and bookkeeping services. Many clients have reported significant savings and a high level of responsiveness from the team.
Personalized Service
Authors such as Tyler Terry and Billy Annis highlight the personalized attention they received from the team, including finding credits they were unaware of and providing personalized guidance. Scott Haft and Charles Scott McAllister also appreciate the team's openness to answering questions and providing clear explanations.
Exceptional Value
Many reviewers, including Rodrigo Tasca, appreciate the significant savings they experienced thanks to the team's expert guidance. Rodrigo estimates a savings of $10,000 on his tax bill alone.
No Major Concerns
The reviews do not mention any significant issues or complaints about the services provided by SMA. The clients seem to be extremely satisfied with the level of service and expertise provided by the team.
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