Schmidt Associates, P.C. opened its doors on February 1, 1990. Stan Schmidt believed that every business, no matter how big or small, needs a Chief Financial Officer. The firm was strategically designed to provide that function to those businesses that were most likely too small to have a CFO on staff.
It became apparent very early in the life of the firm that the CFO was most effective if adequate records were properly and timely maintained. Record keeping and payroll processing rapidly became a key part of the practice. To this day, the firm boasts a thriving record keeping and payroll practice as well as CFO/Controllership services to a wide variety of clients.
Although income tax return preparation has always been a key component of the success of the firm, income tax planning is strongly encouraged as a more effective way to manage the income tax bite. Other planning engagements include financial planning, estate planning, retirement planning, and business planning.
We are committed to using the latest technological internet based advances to provide services to our client's that are relevant, timely and delivered when and where needed via safe and secure portal technology.
Our mission is to serve our clients in a manner that exceeds their expectations.