After 36 years as a partner with Schmidt Westergard & Company, Jim Schmidt has decided to retire as a partner from Schmidt Westergard as of December 31, 2020. Effective January 1, 2021, Jim will assume a valued role with the firm in an "Of Counsel" capacity. ...
In October of 1999, the world was strikingly different. The World Trade Center’s Twin Towers were still gleaming above NYC and businesses worldwide were frantically patching computer code to prepare for the Y2K bug. There was an air of excitement as the new millennium was...
Logistical analysis and multi-state tax advisory leads to business growth for pool industry company. Universal White Cement (Universal) was started 1995 by Randy Liljenquist and several partners with cement additives they developed for the pool industry, Universal Blended White Cement™. Since then, Universal has developed a...
Multi-Phase Business Growth and Asset Sale Leads to New Entity Consulting Robert Davies, Managing Director of Ferrin-Tech, LLC, has worked with Schmidt Westergard on a variety of tax, audit, compliance and business transactional needs since about 2011. With more than 30 years of executive and financial leadership...
IRS Guidance Issued Regarding Meals and Entertainment Deductions The IRS has issued some much-anticipated guidance on Section 274, which was significantly impacted by of the Tax Cuts and Jobs Act of 2017 (Tax Act), addressing meals and entertainment deductions. Significant tax law changes are affecting which...
Schmidt Westergard, a leading independent Mesa CPA firm, announced the recent promotion of Kelly M. White, JD, LLM, to Partner. White joined Schmidt Westergard in 2007. Throughout her career at the firm, she has lent her tax knowledge and experience to countless clients, solving complex estate...
We were honored to take part in the National Kidney Foundation of Arizona’s (NKFAZ) annual gala, Dancing with the Stars Arizona. NKFAZ has been an exceptional client of Schmidt Westergard for many years. To ensure the integrity of the competition, we tabulated audience votes once...
Schmidt Westergard & Company, PLLC celebrates its 50th anniversary this year as a trusted and independent certified public accounting firm in Arizona. We are proud to recognize this milestone with a much larger team and a vision for continued growth. As part of our anniversary celebration,...
We are pleased to announce that Justin Connolly has been promoted to Audit Senior. Justin joined the firm in 2015 as an audit associate after earning his master’s in accounting from Idaho State University. The Arizona State Board of Accountancy awarded Justin his CPA licensure...
Schmidt Westergard & Company, PLLC announces the appointment of Partner Christopher A. Jones, CPA, to the distinguished Board of Adjustment for the City of Mesa. Jones will serve a three-year appointment on the seven-member, citizen advisory board. The board conducts public meetings to hear and decide upon requests for...