Tax and Accounting

TAX & ACCOUNTING SERVICE

Finding solutions for your accounting needs is critical for any business. 

Choosing the right accountant can be the most important decision you can make in the process. In the end, a good accountant is a valuable financial consultant and a trusted adviser – someone with whom you will want to build a lasting partnership. With the right choice, you will have an edge over the competition.

Schlenner Wenner & Co. is the right choice. We have provided professional financial advice and accounting services to businesses, non-profit and governmental organizations and individuals since 1964. Just leave the accounting to us. We’re with you and your business every step of the way.

BUSINESS TAX

For more information on business tax, please contact Pat Plamann or Ryan Finberg.
Contact Pat Plamann Contact Ryan Finberg

Preparation

It is a daunting task to navigate complex and ever-changing tax rules. Our goal at Schlenner Wenner & Co. is to help you understand tax regulations while maximizing your business growth. Our team of experts break down complex tax regulations to ensure complete understanding. We help your business meet all tax obligations. 

Our full complement of business tax compliance services includes filing returns for:
  • C Corporations and S Corporations
  • Partnerships, Limited Partnerships, Limited Liability Companies, Limited Liability Partnerships, Family Limited Partnerships
  • Estates and Trusts
  • Employee Benefits
  • Exempt Organizations

Planning

One-size-fits-all tax advice does not work for every business. At Schlenner Wenner & Co., our tax services are designed around meeting your specific needs from inception to disposition.

Our business services include:
  • Business Formation and Entity Selection
  • Annual Tax Planning
  • Cost Segregation Studies
  • Employee Compensation
  • Succession Planning
  • Sales and Liquidations

PERSONAL TAX

For more information on personal tax, please contact Brian Mackinac.
Contact Brian Mackinac
For more information on gift and estate planning, please contact Samantha Kohout .
Contact Samantha Kohout
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 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 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.

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. 

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.

ACCOUNTING SERVICES

For more information on personal tax, please contact Brian Mackinac.
Contact Brian Mackinac

Bookkeeping

If you are a small to mid-size company that is just starting up, or just looking for ways to save money and gain more control over your financial systems, Schlenner Wenner & Co. can help. We free up your internal resources and let you focus on your core competencies. You gain the expertise of CPAs at the price of a bookkeeper without having to have one in-house. We take care of all your bookkeeping responsibilities, so you can take care of your business.

As experienced accountants and bookkeepers, we can handle your daily, weekly and monthly accounting and bookkeeping needs, as well as special accounting and bookkeeping projects. Schlenner Wenner & Co. specializes in providing the accounting services that your office does not have the time or expertise to handle, such as payroll processing, accounts payable and accounts receivable management, and financial statement preparation and analysis. We can also assist you with budgeting, inventory control and other special accounting projects, such as fixed asset management or cash forecasting. Whether you need assistance with paying bills, making deposits, doing bank reconciliations or recording check register transactions, Schlenner Wenner & Co. can help.

If you are a start-up company or just need help setting up your accounting system and organizing your accounting and bookkeeping records, we can help you. Without a good financial record keeping accounting system and setup, it may be hard for you to know the financial impact of a given course of action.

QuickBooks Support

QuickBooks allows business owners to bring the basic aspects of the accounting process in-house at a reasonable price. However, research shows that most QuickBooks users only utilize 30 to 40% of its capability. No accounting package can be operated properly without sufficient understanding of its features and functionality. How do you know what you need to know in order to capitalize on your investment? Schlenner Wenner & Co. professionals are able to help you install QuickBooks software and provide training on how to maximize its potential for your specific business needs.
Share by: