Personal Tax


Schlenner Wenner & Co. is here to help you make the most of your money, time, and when tax-time comes, your sanity. Schlenner Wenner & Co. has been providing professional financial advice and accounting services since 1964. Handling our clients' personal accounting needs is a natural extension of handling their business needs. Often, the two are inherently linked together with one ultimately affecting the other. We're a regional business composed of a highly talented team of experts who understand the importance of making sound personal financial decisions.

Preparation

Schlenner Wenner & Co. believes that a lasting relationship with clients is key to filing accurate, timely tax returns. Communication throughout the year enhances our ability to maximize tax saving opportunities while minimizing tax liabilities at year end. We take pride in the fact that that the personal assistance you receive year-round comes from over 40 years of experience in preparing personal tax returns with a professional staff who has the expertise and training to spot potential opportunities.

For more information, please e-mail Mark Skaj at mskaj@swcocpas.com or Linda LaSota at llasota@swcocpas.com or call 320.251.0286.

Planning

You make sure to pay your taxes in a timely and responsible manner, but are you doing everything you can to optimize your personal tax planning? Schlenner Wenner & Co. doesn’t simply put the “right” numbers in the “right” boxes. We help individual clients arrange their affairs in a way that will minimize their tax burdens while maximizing their benefits by taking advantage of every legal deduction. To do that, we work with you to make a plan. We strive to provide proactive tax planning that will protect and preserve your wealth. Contact us to begin planning your future today. 

For more information, please e-mail Mark Skaj at mskaj@swcocpas.com or Linda LaSota at llasota@swcocpas.com or call 320.251.0286.

Personal Financial Statement

Schlenner Wenner & Co. can help you discover whether your hard work is paying off financially by preparing a personal financial statement. This statement will help you manage your personal finances by keeping track of your assets and liabilities. The difference between your assets and liabilities is your net worth, and net worth is what it’s all about.

For more information, please e-mail Mark Skaj at mskaj@swcocpas.com or call 320.251.0286. 

Gift and Estate Planning and Compliance

Smart estate and gift planning minimizes estate and income taxes and protects your assets from liability claims, providing a secure financial future. Using the experience and resources we have developed working with business and families since 1964, we craft estate-planning solutions based on the understandings of each individual client’s tax expectations. We have team members who specialize in estate and gift planning, retirement planning and college fund planning. They will work closely with you to help you and your family achieve your long-term financial objectives.

For more information, please e-mail Fran Larson at flarson@swcocpas.com or Mike Grage at mgrage@swcocpas.com or call 320.251.0286.


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