Take control of your personal assets and tax strategies

We provide a broad range of personalized services from individual tax planning to sophisticated estate and charitable tax planning strategies. Members of our dedicated team are committed to helping you navigate the complex areas of individual, fiduciary, charitable and closely held entity tax planning and compliance.

Leave a legacy that will benefit those you love most.

Individual and Closely-Held Entities

At Schmidt Westergard, we understand that your individual tax situation is unique. That’s why tax planning and compliance for individuals, family limited partnerships, and closely-held entities is one of the core services we offer. Our tax practice offers a complete range of tax planning, compliance and consulting services customized to deliver a level of service exceeding all expectations.


Estate, Trust and Gift

We work closely with your other advisors to develop and implement an integrated lifetime and testamentary plan. As a team, we work to preserve wealth, minimize taxes, offer asset protection, and assist in the transfer of your personal and business interests. Our experts work closely with your attorney to prepare complex estate, trust and gift tax returns.


Retirement Planning

In today’s volatile economy, it’s easy to lose hard-earned capital before or during your retirement. The professionals at Schmidt Westergard WealthCare understand market dynamics, even in intimidating economic times. We work closely with you to craft plans that cover your estate, tax and financial objectives.


Education Funding

Now more than ever, education is a critical component to future success in life, and the cost of that value continues to climb year after year. We know how to help you prepare to fund the education of your family and do it in a way that maximizes your tax benefit.


Charitable and Non-profit Planning Strategies

We provide sophisticated tax planning strategies for charitable split-interest trusts, private foundations, gifts of appreciated stock and property, community foundations, donor advised funds, and strategic, tax planning and tax compliance services for qualified charities of all types.


Schmidt Westergard has extensive resources in meeting the unique needs of non-profits, whether an organization has revenues of $250,000 or $250 million. That dedication is coupled with a commitment to offering the highest level of service throughout the year–not just at audit time–for all our non-profit clients.