Our Location
1232 RXR Plaza West Tower, 12th Floor, Uniondale, NY, 11556
Call Us Now
(516) 832-9100
Real Solutions for Real Financial Success
Our Services
Time-Tested Wisdom,
Modern Strategies, Your Success
At Schaeffer & Sam, we provide tailored financial solutions designed to simplify your finances and empower your future. Whether you’re a business owner, entrepreneur, or high-net-worth individual, our expert team is here to help you navigate tax planning, bookkeeping, and financial strategy with confidence.
From meticulous transaction management to proactive tax preparation, we offer personalized services that keep you financially organized and ahead of the game. Let us handle the complexities so you can focus on what matters most—growing your business and securing your future.
Tax Preparation Services
starting at:
$1,350
for Single Member LLC/Sole Proprietorship & Personal Return
$2,850
S-Corporation, Partnerships, C-Corporation & Personal Return
These fees cover federal and one state return.
Financial Strategy and Planning Services
starting at $750 per month
Our financial strategy and planning services help you build a solid foundation for long-term success. We offer:
• Goal Setting and Forecasting: Aligning your financial plans with personal or business objectives.
• Budgeting: Creating actionable budgets to manage expenses and maximize savings.
• Cash Flow Management: Ensuring your cash inflow and outflow support growth.
• Tax Planning: Strategizing to minimize tax liabilities and maximize compliance.
• Debt Management: Developing plans to reduce debt and improve financial health.
• Business Growth Strategies: Providing insights to scale operations sustainably.
• Retirement and Succession Planning: Securing a smooth transition for personal or business goals.
With our guidance, you’ll gain clarity, control, and confidence in your financial future.
Fiduciary Accounting Services
• Specialized Financial Reporting: Prepares detailed financial statements for estates, trusts, and guardianships, ensuring compliance with legal requirements.
• Income & Expense Tracking: Maintains accurate records of income received and expenses paid on behalf of Trustees and fiduciaries.
• Asset Management Oversight: Monitors and reports and meets with investment advisors to review the financial health of fiduciary accounts, including investments, real estate, and other holdings.
• Beneficiary Reporting: Provides clear and transparent financial reports to beneficiaries, ensuring they are informed of fiduciary activities.
• Regulatory Compliance: Ensures adherence to state and federal fiduciary accounting rules, including court and tax filing requirements.
• Tax Preparation & Planning: Assists with tax filings for estates and trusts, optimizing tax strategies to benefit beneficiaries.
• Court Compliant Reports: Prepares court-accounting reports in compliance with probate and trust administration requirements.
• Financial Integrity & Transparency: Upholds fiduciary responsibility by maintaining clear, accurate, and ethical financial records.
Bookkeeping Services
starting at $550 per month
We provide accurate and efficient bookkeeping to keep your finances organized, including:
• Transaction Recording: Categorizing and recording all financial activities.
• Account Reconciliations: Matching records with bank and credit card statements.
• Accounts Payable/Receivable: Managing payments and cash flow.
• Financial Reporting: Preparing balance sheets, income statements, and more.
• Expense Tracking: Organizing expenses for budgeting and tax purposes.
• Software Setup: Optimizing tools like QuickBooks or Xero.
• Payroll Service: Recommendation
Let us handle the numbers so you can focus on growing your business.
We offer packages that include Tax Strategy, Tax Preparation,
Bookkeeping, and more, starting at
$1,500 per month!
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