Individual Services

Whether your personal finances are straight forward or complex, we have an entire division of professionals dedicated to helping you keep your personal financial records in order.

The last thing you need is the headache of dealing with bank reconciliations, piles of receipts and updating your accounting records. Or, worse yet, always wondering if your records are even providing you with an accurate picture of your finances.

bookkeeping services

We offer bookkeeping services that are tailored to your specific needs. Whether you want us to handle all or part of your bookkeeping, we will help organize and keep your books up-to-date and provide you with financial statements on a monthly or quarterly basis as you need.  We will give you the freedom to enjoy more of your personal activities by eliminating your bookkeeping headaches.

We can take the all or a part of your bookkeeping burden off of your plate and facilitate the smooth and successful functioning of your finances. A combination of unique processes and cutting edge technology enable us to undertake outsourced bookkeeping activities for personal finances. All of our bookkeeping management services are performed by our own professional staff and not sent outside the firm.

Our automated processes, increased efficiency and lower costs permit you to invest more time and financial resources in other profit-generating activities of your finances or personal pursuits.

In most cases our fixed-fee Bookkeeping Services will cost a fraction of what you would pay even a part-time bookkeeper on your own.

To schedule a free initial consultation call us at 831-758-5966 or click here.

Financial & estate planning

Our financial planning services includes an evaluation of your present situation, projected future situation, goals and objectives, and assessment of the background environment. We can help you feel in control of your financial future through understanding and financial planning.

We believe that creation and growth of your wealth and protection of your assets requires careful and ongoing financial planning. We always give consideration to your financial planning needs when we prepare your annual tax returns and at other strategic times during the year. We maintain a network of financial professionals who support our personal financial planning program and who provide the utmost in service to you, our client.

With effective estate planning, you facilitate the orderly transfer of assets to your beneficiaries, provide security for your surviving spouse, and potentially reduce or eliminate tax due on the transfer of your business and other assets.

To schedule a free initial consultation call us at 831-758-5966 or click here.

IRS audits, tax preparation & tax coaching (planning)

IRS Audits and Other Audits Are Survivable
No one wants to face the stress and uncertainty of an IRS audit. But, it is not just the IRS that can demand you support your reported amounts. State tax agencies, sales tax agencies, local agencies and special tax districts all can potentially knock on your door.

We know just how to organize your return information to best present your position. Before the scheduled audit appointment we will help you get your records together and organized in such a way that you can clarify and justify your position to the agency. We will help you present to the auditor your information in a straight-forward, factual and lawfully supported manner.

Tax Return Preparation
Our experience and expertise allow us to accurately and efficiently prepare your income tax returns. It doesn’t matter if you only have a W-2 or if you need to file a complex international taxation report we are happy to help you file.

Tax Coaching & Planning
At Scholl & Company, we believe proactive tax planning is the key to keeping more of what you make. Proactive tax planning means scouring your income and expenses for every available deduction, credit, loophole and opportunity. And without "aggressive" strategies, "gray areas" or "red flags."

To schedule a free initial consultation call us at 831-758-5966 or click here.