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.
Protect your assets with help from Smith Schafer.
Private Client Resources

WHAT ARE THE PROS AND CONS OF ROTH IRAS?

CARES ACT FAQ: RETIREMENT PLAN WITHDRAWALS

5 COMMON SUCCESSION PLANNING PROBLEMS
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Our client satisfaction is exceptional, as demonstrated by our 95% satisfaction rate.