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 small to middle market business clients starting with entity selection and tax planning, financial statement preparation and compliance, and ending with the sale or transition of your business, including assistance with all of the challenges you will face along the way.  Because we are a boutique firm, our clients benefit by getting personalized quality services that are beyond comparison. 

Below we have listed the services that we offer to our clients along with a brief description. As the list is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed or to get more details on the services that are already encompassed here.  

Accounting Services

Accounting Services

Our goal is to help our clients increase their productivity by allowing them to focus on what they do best.  We can provide the experienced personnel to handle accounting and back-end office duties that often bog down business owners.


We can help implement the controls necessary to ensure a reliable, efficient, and effective payroll system and timely preparation of payroll tax returns.  

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.

Audit & Assurance Services

Audit & Assurance

We provide an array of audit and assurance services for privately held businesses to satisfy lender or investor requirements, board governance or bonding needs.

Consulting Services

Business Consulting

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

CFO Services

As your business grows, so does the need for more in-depth analysis of your financial drivers, and insight into what will fuel your financial success.

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.

Financial Services

Our team will explore all of the financing options available to your business, or specific to your industry, and assist in the proper selection necessary to ensure successful business growth.

Retirement Planning

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

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

Tax Services

Tax Planning & Preparation

Whether you are a stand-alone business, trust, estate or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Tax Resolution

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

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.

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.

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.

An All-Inclusive Tax Leader

Our highly experienced team is lead by CPA’s that focus their time entirely on tax.  They are the utmost experts in what they do.   We have combined our expertise, experience and the energy of our staff to become one of the leading tax firms in the area.  


Expertise & Experience

Personalized Attention

Our primary goal is to give each client close personal attention, and to provide insightful advice to enable our clients to make informed financial decisions.  This commitment to providing outstanding customer service has been the cornerstone of our success.