Services
Roger A. Schoenbeck, CPA has the experience and depth of knowledge to offer the services listed to both individuals and businesses. He can deliver the services you need in a professional, confidential, timely and cost-efficient manner.
One of the foundations of a successful financial program is to have a team that works together. In addition to the individuals or businesses involved, Roger has found the most success with teams that include an attorney, insurance agent(s) and financial advisor, in addition to the CPA.
Tax Preparation Services
Roger A. Schoenbeck, CPA offers a full range of tax planning and compliance services. He will work with you year-round if necessary in order to minimize your total tax burden. Roger also prepares all federal, state and local tax returns for individuals and businesses.
Tax Planning
Roger continuously monitors federal, state, and local tax law changes to allow his clients to minimize current and future tax liabilities. If necessary, he can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing.
Estate, Gift and Trust Services
Roger provides preparation of federal and state estate, gift and trust tax returns and can assist with estate planning, along with your attorney and insurance consultants.
IRS and State/Local Representation
Roger understands the tax laws and knows how your tax return was prepared. He can provide complete representation services before the IRS, state and/or local taxing authorities.
Business Analysis
Roger utilizes a product that provides sophisticated financial analysis of your business operations and compares your operations to industry standards including ratio analysis which converts hard-to-understand financial numbers into a readable report. This product also has the ability to prepare future projections based on historical trends using regression analysis.
Controller Service
Roger can provide “controller/CFO” services to businesses that need onsite expertise to make the necessary entries in advance of the annual audit of the books and records. If you need assistance in preparing necessary payroll, sales or other government reports, that can be handled as well.
Consulting Services
Roger A. Schoenbeck, CPA offers a wide range of consulting services to help you improve business operations, analyze variances and make suggestions for improvements to profitability.
Cash Flow & Budgeting Analysis
Roger offers expert cash flow and budgeting analyses that can help you get a handle on cash flow requirements and future loan needs. You will also know the answer to the question, “where did my money go”? This service is one that is often overlooked by businesses and can make a real difference in understanding your company finances.
Financial Forecasts
Roger A. Schoenbeck, CPA provides business forecasting services including modeling “what if” scenarios to help management plan for unexpected business contingencies. The forecasts can also be used to create longer term budget plans.
Compilation Services
Roger provides financial statement compilation services to businesses he serves as needed for bank, credit or other purposes. He can quickly compile your financial records into meaningful GAAP-compliant financial statements.
Fraud Deterrence & Detection
Roger has the experience and knowledge to analyze where control weak points may exist and can suggest systems and methods to detect and discourage employee fraudulent activity, assisting in safeguarding your assets.
Accounting Software Selection
Roger can assist you in identifying the shortcomings in your existing systems which prohibit obtaining the timely and accurate information you need to manage your business. If necessary, he can also help you choose alternative software to meet your needs.
Business Succession Planning
Businesses need a feasible plan in contemplation of ownership changes. Roger can suggest courses of action to provide assurance that your business will survive and be available to your heirs or that a transition to existing or new owners is viable.
Retirement Planning
As many more of us are approaching or exceeding retirement age and with the recent disaster that has plagued the stock market, it is more important than ever to have a good plan and to establish targets for retirement. Roger can help you establish those goals and track your performance in meeting them.