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.
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.