Rochester Tax Planning

With tax reform and the COVID-19 pandemic, tax planning has been more complicated than usual. At Smith Schafer’s Rochester office, we work with business owners to create a tax plan so you can achieve your financial goals.

Download our Free Tax Planning Guide

There is a lot at stake when it comes to tax.

Our Rochester office experts can evaluate your situation, and recommend the best approach to lower tax liability, maximize savings from allowable deductions and take advantage of available tax credits so you can focus on growing your business.

Our Experience

Smith Schafer was founded in Rochester, MN, in 1971. We have over 50 years of tax expertise, and our experts can help you take advantage of the many tax-saving opportunities available. Our recommendations consider your short-term burdens and long-term goals and are designed to enhance your business profitability. 

Business Tax Services:

We provide comprehensive services that guide clients through the tax planning process.

Our Rochester professionals can provide effective tax strategies, coordinated and executed based on your unique situation.

Talk with one of our Tax Planning Specialists

Business Tax Resources

SECURE Act 2.0 – Provisions Impacting Employers

SECURE Act 2.0 – Provisions Impacting Employers

The SECURE Act 2.0 was signed into law by President Biden on December 29, 2022. Included as part of the Consolidated Appropriations Act of 2023, it provides additional retirement savings reforms designed to expand access to and increase participation in workplace retirement plans

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Our client satisfaction is exceptional, as demonstrated by our 96.4% satisfaction rate.

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Why Clients Choose Us

“We have worked with Smith Schafer for over 45 years. They have been great to work with, from wonderful administrative support, tax staff, and CPAs. They have supported us for years with our financials and mergers/acquisitions. Always there to help!”

 - Washburn McReavy Funeral Chapels

“Our service is always exceptional and never have to second guess the answers.”

 - EnergyPrint, Inc.

“Smith Schafer has provided second to none service and value to my business and personal accounts for over 30 years. Their expertise and knowledge are unmatched by any other accounting firm I have encountered over all these years.”

“The relationship we have built over the years with the staff at Smith Schafer & Associates is one that can never be replaced. They are quick with helping us figure anything out, always willing to pick up the phone and walk us through any problem we are having. Also they are just all so friendly and kind!”

“I have worked with Jason Boynton for several years. He has consistently provided exceptional service and advice always delivered in a timely, pleasant manner.”

“Smith Schafer always makes everything go smoothly. They were recommended to us by our community bank. We have been using their services for many years for our small business and personal taxes. We always feel well taken care of and that we are receiving the best advice, direction, information and tax preparation."

- The Dog Perk Corporation

“Smith Schafer always provides great information for our business. They are thorough with our accounting and financial planning. We have leaned heavily on them with an interpretation of the PPP Loan and COVID-19 planning. They have been instrumental in our success and are always very knowledgeable and quick to respond to any of our questions."

“Smith Schafer has provided second to none service and value to my business and personal accounts for over 30 years. Their expertise and knowledge are unmatched by any other accounting firm I have encountered over all these years."

“The relationship we have built over the years with the staff at Smith Schafer is one that can never be replaced. They are quick with helping us figure anything out, always willing to pick up the phone and walk us through any problem we are having. Also they are just all so friendly and kind!"

“We love our CPA team at Smith Schafer. They have helped us navigate many personal and business decisions."

“Smith Schafer is very dedicated to their clients and always has their best interests in mind. They are very knowledgeable and thinking ahead to what the clients may be needing in the future. We would highly recommend Smith Schafer to our family and friends."

"Always fast, great service and questions answered. Love the people I work with at Smith Schafer. We've been there so long, it's like working with family."

- MotoProz, Inc.

"Smith Schafer is always responsive and in the know about what is important for me and my business. The team is responsive and professional with all my interactions. Very customer-focused."

- Custom Communication

"The people at Smith Schafer always take great care of me. They are so knowledgeable and provide great advice and support."

- Sound and Media Solutions, Inc.