Cassady SchillerIndividualsTax Preparation & Planning

Tax Preparation & Planning

Staying ahead of the complex and frequently changing tax code can be a challenge. At Cassady Schiller, we not only keep abreast of the ever-changing laws, we make it our business to understand how to apply the intricacies of tax principles to your circumstances for the best possible results. We advise you of planning opportunities and keep you informed of how changes in the laws will affect your personal and family tax situation.

Tax Preparation

Cassady Schiller is experienced in preparing and reviewing tax returns for individuals, estates, and trusts. From the most complex to the straightforward return, you can trust Cassady Schiller for their knowledge and thorough review and understanding of your tax situation.

Tax Planning & Consulting

Cassady Schiller provides a variety of tax-related consulting services to individuals. We research and analyze your tax situation to provide projections and specific tax planning advice, including family tax planning and wealth management. We work to understand both business and personal factors, which affect tax planning. We are experienced in representing taxpayers before federal, state, and local tax authorities. In addition, we may advise on legal structure for your business entity to align them with your personal and professional goals.

We provide a complete range of personal tax consulting services. Regardless of your tax situation, you can rely on Cassady Schiller for their experience and knowledge.

Our Tax Consulting services include:

    • Compensation Planning for Pass-Through Entities
    • Retirement Planning
    • IRS & State Tax Dispute Representation
    • Multi-level Tax Minimization Planning
    • Tax Projects & Year End Planning
    • Family Tax Planning
    • Estate & Gift Planning
    • Wealth Transfer

Our Clients Speak

I make few referrals, Cassady Schiller is an exception. I trust them and admire how they manage their business.

Steve Bruce, HyperQuake, LLC