Epstein Schneider's Response to the COVID-19 - Read More
Our Services - Epstein Schneider, PLC

Our Services

Epstein Schneider, PLC > Our Services

We Offer A Wide Range Of Client Services!

Epstein Schneider, PLC offers a wide range of client services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Accounting Services

Reduce Costs & Become Self-Sufficient

Our goal is to help our clients achieve financial independence by having our team produce monthly, quarterly and annual financial statements and other related data.

Consulting Services

Financial Future Planners

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Financial Services

Financing & Banking Expertise

We’ll explain the differences between short- and long-term, lines of credit, working capital needs, real estate, equipment financing and growing successfully.

Tax Planning & Preparation

Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

IRS Representation

We work with tax authorities and will ensure you are being properly represented before the various federal and state tax agencies.

Succession Planning

Coordination of the transition of your business to your successors is critical to ensure its continued success of the company’s day to day operations

Payroll

We can help implement the controls necessary to ensure a reliable, efficient, and effective payroll system as well as prepare payroll tax returns in a timely manner.

Business Entity Selection

Choosing the form of entity will have longstanding tax implications. We will help you determine the most advantageous form of business for your company.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

How can we help you?

We will answer all of your questions, as they impact both your tax and financial situations.
We welcome you to contact us anytime.

Business Consulting

We provide comprehensive, flexible strategies that address the issues affecting your businesses growth and profitability.

Deferred Compensation Planning

Consultation and formation of deferred compensation plans and employee benefit plans.

Estate Planning

For business owners, providing for business continuity and succession of ownership is essential. We’ll help guide you through the process.

Estate & Trust Tax Prep.

Effective planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your family and can reduce or eliminate the tax due on the transfer of your business and other assets.

Sales Tax Services

We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

An All-Inclusive Tax Leader

We provide outstanding service to our clients, by combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. This makes us one of the leading firms in the area.

Leaders

Expertise & Experience

Personalized Attention

We are available to provide insightful advice to enable our clients to make informed financial decisions. This is our primary goal. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

Developed by Mountain View Media