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Expertise to Count on

A track record of helping every client strengthen their business

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Leave a Legacy

Create a financial picture that preserves your wealth for the future.

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Experience You Can Trust

Our team of educated, certified professionals brings the knowledge you need.

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Four Decades Strong

Serving the Arizona community for over 40 years.

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Embrace Change

We anticipate tax changes to stay ahead of the ever-evolving financial landscape.
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Savvy
Schmidt Westergard's team of seasoned professionals has a reputation for excellence. We have the experience and know-how to help you find ways to turn your financial hurdles into opportunities.
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Dedicated
We take pride in helping clients navigate through a variety of financial issues. We get to know your unique needs and become a working part of your team, sharing our expertise with you along the way.
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Advanced
Expand your resources to take your business to the next level with Schmidt Westergard. We take advantage of innovations in taxes and financial preparation to make your business as efficient and agile as possible.
News & Events
Large employers: Time to start planning for ACA information reporting Jun 30, 2015 – With the U.S. Supreme Court’s June 25 decision upholding the Affordable Care Act (ACA) yet again, employers subject to the act’s information reporting provision can no longer afford to put off planning in the hope that the requirements might go away. Click here to find out more....
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Married with a large estate? Why your estate plan still needs to include a credit shelter trust. Jun 26, 2015 – Even though portability now allows married couples to use up both spouses’ estate tax exemptions without having to make lifetime asset transfers or set up trusts, this “easier” path isn’t necessarily the better path. For couples with large estates, making lifetime asset transfers and setting up trusts can provide benefits that exemption portability doesn’t offer. Click here for more information....
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Arizona's leading professional accounting firm that knows how to navigate today's financial uncertainty