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Tax Planning

Our main mission is to provide strategies and solutions to make tax planning simple and to manage your taxes liability whether for year-end planning or long-range planning.  We listen, review your current situation and provide guidance through identifying opportunities enabling your informed decisions.  We not only put the pieces together but help you sort through your options.  Our motto is “Planning today for a better tomorrow.” 


Payroll compliance can be a daunting task and can be costly in time and penalties.  Allow us to serve your business and give you back hours in your day.  We can accommodate payrolls of any frequency so we can help take the burden from your shoulders.  We will prepare all the necessary forms accurately and timely at month end, quarter end, and year end. 

Tax Preparation

Preparation can be more than imputing numbers and filing forms for compliance.  It is a time for intentionally looking forward.  When we prepare your return, we review your return to offer suggestions for changes that will benefit you.  At Schaffner Tax Solutions LLC, we will compare year by year historical data and provide insights to help you manage your tax responsibilities. 

Transition Planning

We work to keep your business successful now and in the future.  At every stage of a business there needs to be a transition plan.  This transition plan can include adding a partner, changing partners, changing entity structure, incorporating the next generation, or formulating an exit plan.   Schaffner Tax Solutions LLC will work with your attorney and lenders to ensure all options are considered and you have a solution that focuses on your best opportunity. 


Business owners rely on some means to gather income and expense figures for tax returns.  Reports produced by Schaffner Tax Solutions LLC are time saving and a great tool for budgeting and forecasting.   The profit and loss statements along with the balance sheet can assist in making strategic business decisions and financial planning.   You focus on operating the business, we prepare the reports and offer advice.

New Business Consulting

Setting up a new business can involve stumbling through a lengthy list of requirements.  Schaffner Tax Solutions LLC will walk through every step with you by guiding, advising, and supporting you every step of the way.  We will work with attorneys to ensure the appropriate legal setup to ensure the correct tax structure provides the tax benefits fitting your needs, give suggestions on how to set up accounting, payroll, and anything else you need.

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