Firm News

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. ...

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 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...