Tax Services

At Schofer Dillberg & Co., we work with individual clients to minimize income tax and navigate the complexities of the ever-changing tax landscape. Throughout your life, your financial goals will change. We provide a broad range of tax and advisory services designed to meet your needs at every stage of life. By aligning your tax strategies with your long-term objectives, we can help save for your future and preserve wealth.

Our tax service team has decades of experience servicing a broad range of individual tax clients. We advise executives, business owners, and high-net-worth individuals on tax saving strategies as well as compliance and reporting requirements. Our personalized, year-round approach ensures that planning opportunities are implemented in a timely and proactive way. Understanding and recognizing that taxes affect many areas of an individual’s life and decisions, our objective is to create a true partnership with our clients that extends beyond tax return filing.

Our Services Include:

  • Tax compliance and reporting
  • Multi-year tax planning and projections
  • Federal and state audit representation
  • Charitable gift planning
  • Multistate taxation analysis
  • Transactional tax planning