We provide tax services, audit and assurance services, and small business and advisory services for individuals, businesses, and non-profits.

TAX SERVICES

At Schettler Macy & Associates we assist individuals, small and medium-sized businesses, and non-profit organizations with tax planning and compliance while maximizing tax efficiency.

Individuals and trusts

There are tax implications to many aspects of life—a new job, welcoming a new family member, starting a new business, beginning your retirement, or inheriting an estate. We enjoy discussing life’s changes and challenges and advising you along the way.

Americans living abroad

Americans living abroad are subject to (and benefit from) a unique set of tax laws. We help our clients navigate these laws, stay in compliance and maximize tax savings.

Small and medium sized businesses

Each business is unique and requires special considerations. We recognize the importance of understanding your ownership structure, long-term goals, and risk tolerance among other factors before taking a position on your tax returns. We take a holistic and long-term approach in advising our clients.

Non-profit organizations

Non-profit organizations are subject to special rules, both state and federal. We routinely advise clients in these matters and assist in compliance.

Multi-state individuals and entities

Whether you are moving from state to state or managing a business that operates in multiple states, we can advise you regarding state tax matters. Each year we prepare tax returns for over 30 different states.

AUDIT AND ASSURANCE SERVICES

Effective business decisions require reliable financial information. We see these types of engagements as an opportunity to help our clients make informed decisions about their business. Our approach includes hands-on engagement partner involvement, along with high staff retention, which means a consistent team that will truly understand your business.

Small to medium sized businesses

At Schettler Macy & Associates, we have over 10 years of experience assisting business owners, financial decision makers and individuals with a variety of accounting needs. We’re business-minded and will serve your business as if it were our own.

Government agencies

Effective financial management in the government sector means understanding the risks and taking appropriate actions to protect public funds. We specialize in the accounting, implementation, and guidance standards issued by the Government Accounting Standards Board (GASB). We maintain a membership with the AICPA Governmental Audit Quality Center (GAQC). This ensures that we will be the first to know of any important changes from the Government Auditing Standards Board and the U.S. Office of Management and Budget (OMB).

Non-profit organizations

We understand the complexities of budgetary and fund accounting and have practical knowledge and expertise in compliance auditing. Each non-profit has a unique mission and faces unique operational, compliance, and accounting issues. We ensure changing regulations are met and assist non-profits to adapt to current trends, minimize inefficiencies, and implement financial controls to protect its assets.

Construction contractors

We have the expertise to assist construction contractors with their tax and accounting needs.  We regularly assist with the preparation of the financial statements required by the Nevada Contractors Board to set or increase their bid limit.

SMALL BUSINESS and advisory SERVICES

As small business owners ourselves we understand the many challenges of starting and maintaining a small business. We advise new business owners on the start-up processes, entity selection, and accounting set-up. Consulting services are available to existing businesses to enhance growth, maximize profits and pursue new opportunities.

PROFESSIONAL service BUSINESSES

We enjoy working with professional service providers including doctors, attorneys, and dentists.  Our own business is very similar to yours so we are able to draw from our own experience when we advise.

Bookkeeping and payroll processing

We offer bookkeeping and payroll services on a limited basis and can also refer to several qualified bookkeepers. We can help you find the solution to your bookkeeping needs or provide you with QuickBooks assistance.

Income/expense ALLOCATIONS

We understand the complexities of splitting profits between unrelated owners and work with business owners to develop formulas for equitable income and expense allocations.

Retirement plans

Whether you need a simple SEP IRA, a more complex SIMPLE IRA, a more tax beneficial 401(k) or even a sophisticated Defined Benefit or Cash Balance Plan, we can help you find the best retirement plan for your situation.

HAVE QUESTIONS?

Feel free to send a message to the firm using the form below. Thank you for your interest.

15 + 9 =