Our Location
1232 RXR Plaza West Tower, 12th Floor, Uniondale, NY, 11556
Call Us Now
(516) 832-9100
Your Trusted Financial Partner
Valuing Tradition While Embracing the Future
Blending the reliability of time-tested accounting practices with innovative programs for today’s ever-evolving landscape.
Customized financial services to align with your goals.
Simplifying Your Finances, Empowering Your Future.
Expert Tax and Financial Services for Visionary Leaders
Whether you're planning for the future or navigating complex financial challenges, we’re here to provide clarity, expertise, and peace of mind.
Comprehensive Tax Planning and Compliance Services
✓ Individual and family tax planning, including succession, estate, and retirement planning
✓ Multi-generational tax returns for high-net-worth families
✓ Preparation of estate, gift, and trust tax returns (simple, complex, and charitable)
Family Business Support and
Tax Services
✓ Tax services tailored to family-owned businesses and investment entities
✓ Planning and compliance for family real estate and charitable foundations
Tax Controversy Resolution: Audits, Disputes, and More
✓ Representation for tax disputes with federal, state, and local jurisdictions
✓ Expertise in handling tax audits and examinations
✓ Responding to notices to secure successful resolutions
Fiduciary Accounting
and
Estate Services
✓ Fiduciary accounting for estates and trusts, including judicial fiduciary accountings
✓ Compliance services for estates and trusts
✓ Collaboration with fiduciaries and their counsel to ensure accurate accounting reports
Protecting Legacies, Empowering Entrepreneurs, Growing Businesses.
At Schaeffer & Sam, we combine decades of experience with forward-thinking strategies to provide tailored financial solutions that help you achieve your goals.
Why Partner With Us?
At Schaeffer & Sam, we blend the reliability of time-tested financial practices with innovative programs for today’s ever-evolving landscape. With a commitment to “valuing tradition while embracing the future,” our team combines decades of experience with cutting-edge strategies to empower entrepreneurs and dynamic business leaders. By choosing us, you’re partnering with a firm that values your vision, respects your entrepreneurial spirit, and delivers tailored solutions to help you thrive.
Decades of Experience - Leveraging long-standing industry knowledge to build reliable, results-driven strategies.
Innovative Approach - Embracing modern tools and forward-thinking methods for an ever-evolving financial landscape.
Personalized Partnership - Listening to your goals, planning for your future, and walking alongside you every step of the way.
At Schaeffer & Sam, we believe in empowering clients of all generations with the knowledge and tools needed to thrive financially. Our upcoming events, including our signature Breakfast Club gatherings, bring together entrepreneurs, families, and future leaders for hands-on learning and insightful discussions. Join us to connect, learn, and grow—no matter where you are on your financial journey.
Join our Bookkeeping Breakfast Club for expert tips, networking, and tools to keep your finances on track.
Start your day with coffee and clarity!
Your Dedicated Team of Accounting Professionals
Our team of experienced professionals is here to guide you every step of the way.
Meet the people behind your success!
© 2025 by Schaeffer & Sam, CPA, P.C.
Proudly designed by Simple Sweet Sites, Inc.