Personalized Accounting, tax, and bookkeeping services

The accounting industry is undergoing a rapid and profound transformation driven by a series of defining trends.

These trends include a global shortage of accountants, an increasingly intricate and fluid tax code, a significantly compressed tax season, persistent service issues within the IRS, and a marked surge in demand for accounting and tax services. These shifts have rendered conventional approaches to delivering tax and accounting services, such as the traditional “drop off” method conducted once a year, increasingly outdated.

In response to these changes, Schanel CPA has embarked on a reimagining of the customary client-accountant relationship. Our relaunch in 2022 marked a renewed commitment to nurturing year-round connections with a select group of clients. At the heart of this relaunch lies a transition to a subscription-based service model, thoughtfully designed to cater to a limited clientele that highly values access to premium accounting and tax knowledge. This arrangement allows our clients to seek assistance, obtain advice, and receive guidance throughout the year, not just at tax time.

Our two primary service offerings are our “1040 Premium Service Package,” tailored for clients seeking personal tax preparation exclusively, and our “Business Tax Premium Service Package,” designed for business entities. These core offerings feature a comprehensive service calendar with multiple check-ins throughout the year. This culminates with our collaborative approach to the tax preparation process, complete with a post-tax season meeting to review the return and strategize for the upcoming year.

For clients needing bookkeeping support, our Client Accounting Services featuring QuickBooks Online can be seamlessly incorporated into any subscription. Also available to our clients are a range of Advisory Services, including business valuation, advanced tax planning, and company retirement plan analysis.

If you recognize the value of a year-round partnership, we encourage you to schedule an introductory call.