Professional Business Accounting Services

Schanel & Associates: A CPA firm specializing in accounting, tax, business valuation and litigation support serving Palm Beach, Martin and St. Lucie Counties and beyond since 1993.

We are not “just” accountants.
We work with individuals, businesses, estates and trusts to provide everything you need under one roof. We’re the only firm in the area that offers fee-only financial planning services through our affiliated registered investment advisor firm Core Wealth Management, Inc. These services are tightly integrated with the traditional tax preparation and financial services of an accounting firm.

We look at the big picture
When you work with Schanel & Associates, you’ll work with a team that takes care of your whole financial picture. Not just your tax return and financials, but your investment and retirement portfolios as well.

Applying our expertise to your situation
You’ll have a tailored set of integrated services that save you tax now while building a strong financial future.

Trust in our guidance
You’ll have peace of mind that we’re taking care of all the details. All the support you need to succeed and make your dreams come true.

Personalized service
Our mission is to provide individuals and small to mid-sized businesses with all the services that a big firm offers, but with the personal touch and accessibility of a small firm.

You’ll have a team of trusted advisors, helping you achieve success. Our clients love the personalized, one-on-one attention.

We offer a full range of tax and accounting firm related services, including:

DO YOU NEED A BUSINESS VALUATION?

Businesses may require valuations for any number of reasons, including calculating tax upon death, splitting up assets in a divorce or negotiating a purchase, sale or merger of a business enterprise. Whatever the reason and the need, we focus closely on what matters most and do in the most reasonable and expert manner possible.

Are you having problems with the IRS?

Are you having problems with the IRS?  We work closely with clients to address sensitive IRS issues. We can assist you with tax audits, back taxes owed, payment plans and offers in compromise.

Your Quickbooks Pro Advisor?

Quickbooks is an ideal business accounting software for small to mid-sized businesses. Our Quickbooks Pro Advisor can assist you with a variety of services related to Quickbooks set up and ongoing maintenance.

MEET OUR TEAM

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Glenn G Schanel

Founding Principal and Partner, Schanel & Associates

Glenn Schanel is a CPA and seasoned financial professional with over three decades of experience helping people and organizations manage, make sense of and benefit from their finances.

Schanel & Associates, CPA. Since 1993, Glenn has been a Partner here at Schanel & Associates.

Nanette Winzell
Nanette Winzell

Nanette is a CPA and a native Floridian. She has lived in Palm Beach County since 1977, and has been providing financial guidance to clients and the community since she began her career in public accounting in 1987. She joined Schanel & Associates in 2015 where she specializes in tax compliance, tax planning, and consulting services.

Todd Schanel
Todd M Schanel

Since 2004, Todd has been a principal at Schanel & Associates, where he specializes in financial planning, tax planning and consulting services. He also serves as Founding Principal and Director of Investment Advisory Services at Core Wealth Management, our sister company, where he leads an accomplished professional team offering independent and objective financial advice to help clients achieve their financial goals.

Tija Walkover
Tija Walkover

Tija Walkover has worked with Glenn G Schanel, CPA and Associates for over 10 years, and manages the firm’s Business Accounting Services. Ms. Walkover specializes in corporate accounting and payroll tax preparation. She is also a Certified QuickBooks ProAdvisor, and has extensive experience with various accounting software packages.

Our Staff 2 01
Cathy Probst

Cathy was raised in Palm Beach County and has been married over 27 years. Joining us early 2014, she brings her 25 years of experience as an administrative assistant and bookkeeper to the firm. She is a staff accountant handling a range of duties including client accounting, preparing payroll and sales tax returns as well as tax input during the season. She enjoys volunteering, reading and outdoor activities.

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Jodi DiCocco

Jodi was raised in Palm Beach County and has been married for 38 years to Benny.  She has over 20 years of experience in accounting, including operating her own home-based business as well as working for CPA firms.  She joined Schanel & Associates in 2007   specializing in business accounting services and payroll tax preparation.

Our Staff 4 01
Lin Haller

Lin has been our firm’s officer manager since October 2007.  She is often the first person clients see when they arrive at our office or hear when they contact our office by phone.  Lin is originally from Michigan and has lived in Palm Beach County for 35 years. In her spare time, she enjoys walks on the beach, hiking and just about anything outdoors! She loves spending time with her animals—a Jack Russell Terrier, an American Staffordshire mix and several cats.

Our Staff 5 01
Evan Hamel

Evan joined our firm in January 2016 as an intern and joined us as a staff accountant in mid-2016.  He holds a bachelor’s degree in accounting from Florida Atlantic University’s College of Business and is currently pursuing his Master of Taxation degree from FAU and planning to pursue his CPA.  Evan was born and raised in Palm Beach county and has been married to his wife, Cairo, for two years.

Our Staff 6 01
Lori Wiebe

Lori was born and raised in Kansas and earned a bachelor’s degree in Social Work from Wichita State University.  She worked at AT&T for 10 years in Kansas and Alabama.  Since moving to Florida in 1996 Lori has worked as an administrative assistant in the insurance and financial services industry.  She began working for the firm on a seasonal basis in 2006 and joined us full-time in January 2013. Lori shares her home with her cats, Scout and Smudge.