Tax Services

An Experienced Tax Partner You Can Trust

Professional tax planning, preparation, and compliance for businesses and individuals

You can trust Mowery & Schoenfeld with all your tax service needs. Through years of experience in assisting clients with multifaceted income tax matters—for privately held companies and their owners as well as for prosperous individuals—we know how to create strategies to reduce your tax liability.

We take a proactive approach, continually analyzing tax strategies to ensure ongoing optimization and long-term growth. Whether you’re navigating complex tax laws or seeking expert advice on financial planning, we’re here to provide personalized solutions that meet your unique goals.

Our team stays up-to-date with evolving tax regulations to ensure compliance and minimize risks for your business and personal finances. By working closely with you, we develop tailored strategies that maximize your savings and set you up for future success.

Michael Deering >

Partner, Tax Services Leader

Brian Figenholtz >

Tax Partner

Insights

Setting Up EFTPS for Online Tax Payments >

Tax Prep Checklist for Individuals >

Tax Prep Checklist for Businesses >

Tax Accounting Services We Offer

Business Tax

Providing tailored tax advice for your business

From routine filings to strategic tax planning, we deliver results-driven solutions with strategic business tax services tailored to your business’s needs.

Learn About Business Tax

Individual Tax

Answering all of your individual and family tax questions

We take a strategic approach to optimize your financial situation, providing relevant advice to minimize tax burdens and maximize savings.

Learn About Individual Tax

Estate, Gift & Trust Tax

Securing the legacy of your estate

Our dedicated team ensures a seamless and efficient process, offering comprehensive services to safeguard your assets and legacy.

Learn About Estate, Gift & Trust Tax

Comprehensive Tax Strategies & Services

With extensive experience in specialized areas, such as business taxation, individual taxation, estate taxation, state and local taxation, and transaction services, our tax team can provide you with a comprehensive tax strategy that accounts for all of the activities you have in your life and on your tax return.

Our CPAs and tax advisors combine their specialized industry expertise and technical knowledge to build a tax minimization strategy that is right for you. Our high-touch philosophy ensures we stay up to date throughout the year on your activities, allowing us to keep you in the best possible tax position. We strive to be with you during your decision-making, rather than helping you figure out the tax implications afterward.