Closed Monday & Friday
Open by Appt only Tuesday through Thursday
Packages Overview
The tax code is constantly changing, and our tailored packages give you the freedom to choose the level of support that best fits your needs. We believe in giving you the clarity and confidence to make smart financial decisions now, so you can enjoy peace of mind later.
Whether you’re an individual or a business, we’re here to provide compassionate, personalized service you’d expect from a dedicated small firm. We serve clients who want structured tax planning and preparation with proactive guidance.
Our services are intentionally designed around proactive planning, clear timelines, and defined levels of support.
At Schaffner Tax Solutions, our goal is simple: to help clients plan ahead and reduce surprises. We believe that Planning Today for a Better Tomorrow™ is more than a tagline—it’s the way we serve our clients.
Planning happens BEFORE tax season and are only effective before yearend. For this reason, planning meetings are intentionally scheduled during dedicated times during 3rd and 4th quarter rather than during filing season.
How It Works
Our clients get to choose their level of service to fit their needs and can change based on circumstances for that given year. Each service level is built with a defined process and meeting structure. This allows for better planning conversations and clearer expectations. See each package description for more details.
Mission
Our mission is to serve each client with integrity, professionalism, and compassion—helping them move toward their fullest potential. Through thoughtful guidance and reliable support, we aim to leave every person and business in a more confident and empowered position.
Vision
At Schaffner Tax Solutions, our vision is to create a clear and supportive path for every client—whether they need basic compliance or proactive, year-round strategy. We strive to meet people where they are and guide them forward, offering scalable services that grow with their needs. By delivering personalized support through every season of life and business, we aim to become a trusted partner in helping our clients build financial clarity, confidence, and peace of mind.
