Business Details
8 Years
experience
Your Trusted CPA Partner in Palm Beach Gardens
Founded in 2018, Schmedes McAllister & Associates is a Palm Beach Gardens-based CPA firm dedicated to providing comprehensive accounting, tax, and financial planning services. Our team of Certified Public Accountants and a Certified Financial Planner combines decades of experience in business, individual, and international taxation to deliver personalized strategies for clients ranging from small businesses to high-net-worth individuals. We specialize in tax-efficient asset allocation, estate planning, and business strategy, leveraging our expertise to help clients navigate complex financial landscapes. Our commitment to staying ahead of tax law changes ensures clients benefit from maximum savings and compliance.With a focus on transparency and client-centric service, we act as trusted advisors, offering tailored solutions for capital preservation, retirement planning, and business growth. Our industry-specific knowledge spans real estate, healthcare, manufacturing, and professional services, supported by advanced accounting systems and QuickBooks expertise. We prioritize open communication and local market understanding, serving Palm Beach County and beyond with free consultations to align our services with client goals.
Services
Tax Preparation
Bookkeeping
Financial Planning
Estate Planning
Business Consulting
QuickBooks Support
IRS Representation
Wealth Management
Retirement Strategy
International Taxation
Details
- Year established: 2018
Highlights and features
- Our team consists of certified experts with decades of combined experience in taxation and financial planning
- Specialized in industry-specific tax strategies for real estate, healthcare, and professional services
- Offer personalized financial roadmaps for business growth and capital preservation
- Maintain transparency with no hidden fees and full disclosure of all costs
- Provide local market expertise serving Palm Beach County and surrounding areas
Associations and certifications
- Certified Public Accountant
- Certified Financial Planner
What people say
Saved $10K on taxes
Responsive and efficient
Top-notch professionals
Timely and organized
Seamless filing process
Services
Tax Preparation
Our certified public accountants specialize in comprehensive tax preparation services for individuals and businesses. We stay current with evolving tax laws to maximize savings through strategic planning and compliance. Our team handles complex returns including international taxation, estate taxes, and business filings while identifying overlooked deductions and credits.
Financial Planning
We develop personalized financial roadmaps tailored to clients' unique goals and risk tolerance. Our services include retirement planning, investment allocation, and tax-efficient wealth preservation strategies. Certified Financial Planners work closely with clients to create sustainable financial futures while adapting to changing life circumstances.
Estate Planning
Our experts design comprehensive estate plans to protect assets and ensure smooth wealth transfer. Services include trust creation, will preparation, and tax minimization strategies. We help clients navigate complex estate tax regulations while implementing solutions that preserve family wealth across generations.
Business Consulting
We provide strategic financial guidance for business owners covering tax optimization, operational efficiency, and growth planning. Our services include CFO consulting, cash flow management, and industry-specific tax strategies. We help businesses implement accounting systems that improve profitability and long-term sustainability.
IRS Representation
Our team advocates for clients during IRS audits and tax disputes. We handle back tax filings, penalty negotiations, and account resolutions with proven expertise. Certified professionals work to minimize liabilities while ensuring compliance with federal and state tax regulations.
People
Carter McAllister
Co-Founder & CPA
Certified Public Accountant with expertise in business and international taxation. Former Wealth Management specialist at Nowlen, Holt & Miner P.A. Holds FINRA Series 65 license and Florida State University accounting degrees.
Timothy Schmedes
Co-Founder & CPA
Certified Public Accountant and Certified Financial Planner with specialization in tax compliance and estate planning. Florida State University graduate with Master in Accountancy and Financial Planning certificate.
Corbin Walker
Associate
Finance graduate from Florida State University supporting client interactions and office operations. Manages scheduling and event planning for the firm's growing client base.
John Pierce
Associate
45-year tax and accounting veteran with experience at Ernst & Young and other regional firms. Provides senior-level expertise in tax and accounting matters for diverse clients.
Phyllis McAllister
Accounting Specialist
Handles client month-end posting and communication. Holds Associate Degree in Accounting from University of South Florida and Bachelors in Communications from Florida Atlantic University.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including bookkeeping, financial reporting, payroll processing, and QuickBooks support tailored to small business needs.
How can you help reduce my tax liability?
Our CPAs implement tax-saving strategies through entity structuring, deduction optimization, and staying current with tax law changes to maximize savings.
What are your office hours?
Our Palm Beach Gardens office is open Monday-Friday 9:00 AM - 6:00 PM with after-hours availability by appointment.
Do you serve clients outside Palm Beach County?
Yes, we serve businesses and individuals throughout Florida and have experience handling out-of-state tax matters for various industries.
What makes your firm different from other CPAs?
Our combination of Certified Public Accountants and a Certified Financial Planner offers holistic financial solutions with personalized service from experienced professionals.
How do you handle client confidentiality?
We use secure cloud-based software for document sharing and maintain strict privacy protocols to protect all client financial information.
