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 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

GIFT & ESTATE

For more information on gift & estate planning, please contact Samantha Kohout .
Contact Samantha Kohout

Gift  & 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.

Bookkeeping & QuickBooks

For more information on bookkeeping & QuickBooks, please contact Missy Kotzer.
Contact Missy Kotzer

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.
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