Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services and give you the individual attention that you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
Call today to schedule an appointment! (401) 524-9657
Tax Preparation
Effective tax preparation and planning can help you to minimize your future tax liability. My goal is to make the preparation process as easy as possible for you while we proactively manage both your tax issues. Not all tax planning opportunities are readily apparent. With Thomas Schmitt Financial, you are more likely to benefit from those opportunities.
Dedicated to keeping my tax preparation skills honed with continuing education courses throughout the year, I understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities. Your tax preparation interview can be conducted either in person, by mail, or e-mail – whichever is most convenient for you
Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.
My services include the following:
- Individual Tax Preparation
- Business Tax Return Preparation
- Partnership & Corporate Tax Preparation
- Tax & Education Planning
- Out-of-State Returns
- Business Start-Ups
Whatever your circumstances may be, Thomas Schmitt Financial is here to give you the best advice to help you get through life’s challenges.
Retirement Planning
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, I can help you evaluate the available options. My focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, I will base my recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Personal Financial Analysis
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve planning and decision making. What if you had the same guidance to manage your personal finances?
Thomas Schmitt Financial believes that personal financial analysis provides the numbers to support, reject, or contemplate a course of action, such as a large purchase, investments, and saving for college. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. My goal is to provide this type of financial analysis to support the continued prosperity of your business.
Whatever your circumstances may be, Thomas Schmitt Financial is here to give you the best advice to help you get through life’s challenges.
Personal Financial Management
There are times when we all need help. We can help you manage your cash flow and budget so you can move successfully towards your goals.
Debt management and counseling will get your money working for you and not the credit companies.
Financial Aid and education loans can be confusing; learn your options and how to manage them.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Business Consulting
As a true business partner, I am available to help you deal with any business problem or opportunity. I stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, I have the necessary business acumen and analytical capabilities to help you make the right decisions.