PRIVATE CLIENT SERVICES
Our goal is to minimize your taxes with customized tax strategies.
Services that protect and grow your wealth for the future.
Our experts work closely with you to assess your situation to provide tax and financial planning solutions that deliver maximum value and minimize tax exposure. Smith Schafer coordinates all aspects of your financial plan and individual tax strategy for comprehensive solutions that help you meet your goals. Our Private Client Services Department is experienced in estate, gift, trust tax planning and compliance, charitable giving, retirement, and financial planning.
Private Client Services:
Income Tax Planning & Preparation for Complex Individuals
Charitable Giving & Planning
Estate Tax Advising, Reporting & Tax Return Preparation
Gifting Strategies & Reporting
Trust Tax Planning & Tax Return Preparation
Financial Planning

YOUR FUTURE CAN BE MORE SECURE WITH OUR HELP.
Because we understand your individual tax situation and changing state and federal tax laws, we can help you determine appropriate immediate and long-term financial strategies. Our Private Client professionals can show you ways to plan for your future while reducing your current and future tax obligations.
Private Client Resources
401k Plan Audit: Fiduciary Responsibility
Many business owners offer a 401k plan to their employees. It is a great way to help employees save for retirement, and it allows the owner to contribute to their account as well. It can also be an attractive benefit for hiring and retaining employees in the current market.
5 Common Succession Planning Problems
Succession is inevitable in a business. When the time comes to start thinking about retiring and/or transferring ownership, it is essential to understand common issues related to the process.
10 Reasons for a Business Valuation
Most business owners are reactive when it comes to having their businesses valued. But there are many times it pays to be proactive.
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Our client satisfaction is exceptional, as demonstrated by our 96.4% satisfaction rate.