Business Details
39 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Schneyer Financial Services has been dedicated to providing exceptional accounting and tax services to individuals and businesses in Laguna Hills, CA, and surrounding areas for 38 years. Our team of certified professionals combines expertise in tax law, financial planning, and IRS compliance to deliver personalized solutions that minimize liabilities and maximize client success. We prioritize professionalism and quality in every engagement, offering services ranging from tax preparation and audit representation to estate planning and small business accounting.Our deep understanding of evolving tax regulations ensures clients receive accurate, forward-thinking advice. With a commitment to transparency and client education, we empower individuals and businesses to navigate complex financial landscapes with confidence. Our decades of experience, coupled with a focus on ethical practices, has established us as a trusted partner in financial matters. We offer free initial consultations to tailor our services to each client's unique needs, ensuring long-term financial health and compliance.
Services
Tax Preparation
IRS Audit Representation
Payroll Tax Solutions
Estate Planning
Small Business Accounting
Tax Problem Resolution
Financial Planning
Payroll Services
Tax Strategy Consultation
IRS Penalty Negotiation
Details
- Year established: 1987
Highlights and features
- We offer 38 years of experience in accounting and tax services for Southern California clients.
- Our team includes certified CPAs and legal professionals specializing in tax resolution.
- We provide free initial consultations to tailor financial strategies to your needs.
- Our proactive tax planning minimizes liabilities while ensuring compliance with evolving regulations.
- We handle complex IRS audit representation to protect your interests and reduce stress.
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns while maximizing deductions. We handle complex returns including multi-state filings and self-employment income reporting. Clients receive personalized guidance to optimize their tax outcomes.
IRS Audit Representation
We provide comprehensive IRS audit representation, managing all communications and documentation requirements. Our team prepares responses to IRS inquiries and advocates for clients to resolve discrepancies while minimizing potential penalties or additional liabilities.
Estate Planning
Our estate planning services create customized strategies for asset protection and wealth transfer. We coordinate wills, trusts, and tax-efficient gifting strategies to preserve family wealth while addressing potential tax implications of estate transfers.
Payroll Tax Solutions
We resolve payroll tax delinquencies and implement compliance systems to prevent future issues. Services include trust fund recovery penalty abatement, installment agreement negotiation, and payroll tax reporting corrections for businesses facing IRS collection actions.
Tax Problem Resolution
Our tax problem resolution addresses IRS notices, lien releases, and levy removals. We develop customized solutions for unfiled returns, back taxes owed, and penalty negotiations to restore financial stability for individuals and businesses.
People
David J. Schneyer
CPA, CFP
David J. Schneyer brings over 35 years of accounting expertise to Schneyer Financial Services, specializing in tax strategy and financial planning for individuals and businesses across Southern California.
Martin I. Schneyer
Attorney at Law
Martin I. Schneyer provides legal expertise in tax dispute resolution, representing clients before the IRS and California tax authorities with a focus on minimizing liabilities and protecting client assets.
Cindi Hernandez
Office Manager
Cindi Hernandez oversees daily operations and client communications at Schneyer Financial Services, ensuring efficient service delivery and maintaining the firm's commitment to personalized client support.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including payroll processing, financial statement preparation, cash flow management, and tax compliance services tailored to your business needs.
How can you help with IRS audit representation?
Our certified professionals handle all IRS audit communications, ensuring proper documentation submission and advocating for your interests to minimize potential penalties or liabilities.
Do you offer tax planning services for individuals?
Yes, we provide strategic tax planning to legally reduce liabilities through deductions, income deferral strategies, and retirement planning optimization for individuals.
What options exist for resolving back taxes owed?
We negotiate payment plans, offers in compromise, and penalty abatements while developing customized solutions for individuals and businesses with tax debt.
Can you assist with payroll tax problems?
Our specialists resolve payroll tax issues through installment agreements, trust fund recovery penalties, and IRS negotiation to protect business assets and operations.
Reviews (1)
Johnny A.
Jun 17, 2015
Report
Dave Schneyer did an outstanding job for me in handling a tax filing. He understood the tax laws and options, and took the time to explain them to me in ways that were easy to understand.
