Business Details
Trusted Tax & Accounting Services in Yardley
S CHRADER CPA operates from a newly renovated, historic home in Yardley, Pennsylvania, blending tradition with modern tax and accounting expertise. We specialize in tax compliance, advisory services, and personalized financial planning for individuals and businesses. As a boutique firm, our size allows us to deliver hands-on service, fostering deep client relationships and proactive financial guidance.Our team combines technical proficiency with strategic insights to address tax, accounting, and wealth management needs. By collaborating with a network of professionals, we offer comprehensive solutions to help clients achieve their financial goals.
Services
Individual Tax Preparation
Business Tax Preparation
Tax Planning
Personal Financial Planning
Retirement Planning
Estate Planning
Small Business Accounting
Business Advisory Services
Financial Planning
New Business Formation
Highlights and features
- We offer personalized, proactive tax and financial advice tailored to client needs.
- Our team provides prompt responses and consistent, familiar points of contact.
- We maintain high-quality standards through active involvement in every client engagement.
- Strategic alliances expand our capabilities to deliver comprehensive service solutions.
- Decades of combined experience in tax, accounting, and financial planning.
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- New Jersey Society of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
Services
Individual Tax Preparation
We prepare accurate federal and state tax returns for individuals, ensuring compliance while identifying legal tax-saving opportunities. Our team navigates complex tax scenarios, including investments, self-employment income, and deductions. Clients benefit from tailored advice to optimize their tax position.
Business Tax Services
Our business tax solutions cover preparation, planning, and advisory for small enterprises. We address payroll tax compliance, sales tax obligations, and strategic tax reduction strategies. Services help businesses minimize liabilities while focusing on growth and operational efficiency.
Estate Planning
We simplify estate planning by addressing wills, trusts, and probate processes. Our guidance reduces administrative burdens for beneficiaries and ensures client wishes are honored. Services include tax-efficient asset distribution strategies and documentation support.
Small Business Accounting
We manage day-to-day accounting tasks, including payroll processing and financial reporting, allowing business owners to focus on growth. Our systems ensure accurate records for informed decision-making and regulatory compliance.
Retirement Planning
Our retirement planning integrates tax considerations with long-term financial goals. We help clients evaluate retirement accounts, investment strategies, and income sustainability. Personalized plans adapt to life changes while maintaining tax efficiency.
People
Jeffrey J. Schrader
Certified Public Accountant
Jeffrey J. Schrader is a licensed CPA in New Jersey and Pennsylvania with a Master of Science in Taxation. He contributes expertise to the Pennsylvania CPA Journal Editorial Board and maintains affiliations with major accounting institutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll tax compliance, and financial reporting services tailored to small business needs.
Do you assist with estate tax planning?
Yes, we guide clients through estate tax strategies, trust administration, and probate support.
Are your tax planning services available year-round?
We offer ongoing tax planning to help clients adapt to changing regulations and life circumstances.
How do you handle multi-state tax filings?
Our team prepares returns for New Jersey, Pennsylvania, and other jurisdictions with state-specific compliance expertise.
Can you help new businesses establish accounting systems?
We assist with setup of accounting processes, entity selection, and financial tracking tools for startups.
Do you provide virtual consultations?
We offer remote meeting options for tax and planning discussions alongside in-person appointments.
