PERSONAL TAX SERVICES

Do you need reliable help in the preparation and filing of personal income tax forms in Richmond?

Schultz & Associates’s wide range of personal taxation and tax planning services are geared for individuals and families, small business owners, or those retired or self-employed.

Whether you own your own business or work for others, Schultz & Associates tax specialists remain well-versed in all recent federal and state tax laws to ensure optimal financial benefits at income tax time and all year long.

What distinguishes Schultz & Associates from other Richmond tax and financial planning services?

Technologically advanced operating systems, dedication to accuracy, and qualified expertise is now available to Richmond taxpayers seeking maximum tax savings and minimal liability. Committed to understanding each client’s financial objectives, Schultz & Associates develops customized tax plans following an in-depth consultation:

  • Comprehensive review and assessment of all tax and related documents
  • Rapid electronic filing and prompt refunds
  • Tax planning beyond the taxation period
  • Estate and trust planning
  • Informed application of any pertinent personal income exemption
  • Risk management and the minimization of federal or state income tax audit
  • CRA representation
  • Current and long-range planning
  • Personal retirement planning
  • Inheritance and Gift tax planning and reporting

Schultz & Associates provides guidance on a full range of approaches that promote tax savings and improve cash flow; allow Richmond clients to develop and attain their financial goals.