Firm News

Ferrin-Tech, LLC Case Study   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...

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 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...

Nov 13, 2017 Please welcome Patricia Meister and Courtney Burda to Schmidt Westergard! Patricia has joined our team as a Tax Senior as she previously worked at a local accounting firm where she prepared personal and entity returns and gained experience with wealth and tax planning strategies...

Feb 18, 2016 2016 Schmidt Westergard Promotions Announcement   Mesa, Arizona – February 1, 2016 – Schmidt Westergard & Company, PLLC promotes Christopher A. Jones to audit partner and Kelly M. White and Daniel J. Evans to director positions.   Schmidt Westergard & Company, PLLC, is proud to announce that...