Schmalz & Company delivers expert tax preparation, proactive tax planning, retirement plan administration and filing, AI-powered bookkeeping, and assurance services for small to large companies, individuals and estates — grounded in deep experience and a commitment to every client we serve.
A focused suite of accounting and advisory services, delivered with the care and precision that you deserve.
Thorough tax preparation for business returns, disregarded entities, individuals, and estates — from federal and state income tax returns to payroll and sales tax filings, all accurately reported to the taxing authorities in a timely manner.
Proactive, year-round tax strategy for small to large companies, individuals, and estates — including retirement plan administration services — designed to minimize liability, preserve wealth, and help you keep more of what you earn.
Automated bookkeeping powered by AI that categorizes transactions, tracks cash flow, and aids in account reconciliations to simplify monthly, quarterly, and annual reporting — so you always know where your business stands.
Financial statement audits, reviews, and compilations delivered with the rigor stakeholders and lenders expect from a trusted CPA firm.
At Schmalz & Company, we serve small to large businesses, individuals, and estates with the same care and precision. Whether you need personal tax preparation, trust and estate tax planning, or owner-level business tax strategy, our team pairs technical depth with genuine attention to every client.
We combine hands-on CPA expertise with smart automation - From AI-assisted transaction categorization to streamlined monthly, quarterly and annual reporting - so you spend less time on paperwork and more time on what matters most.
Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes.
Reach out to schedule a consultation or ask a question. We'll get back to you promptly.
Phone
Call (612) 599-9814 to schedule a consultation
Send us a message anytime at neil@schmalzaccounting.com
Office
Schmalz & Company CPAs & Advisors
854 Quail Parkway Watertown, MN 55388