Business Details
41 Years
experience
Your Trusted Accounting Partner in Chambersburg, PA
Schultheiss & Associates has been delivering comprehensive accounting and financial services since 1985. Our team of certified public accountants combines decades of experience with a commitment to personalized service, serving individuals, businesses, and nonprofit organizations. We specialize in tax preparation, small business accounting, QuickBooks support, and strategic financial planning. Our firm prioritizes professionalism, responsiveness, and quality, ensuring clients receive accurate financial reporting, proactive tax strategies, and tailored business consulting. With a focus on continuous education and client empowerment, we aim to simplify complex financial matters while maintaining the highest standards of ethical practice. 
Services
Tax Preparation
Small Business Accounting
QuickBooks Setup
Payroll Services
Estate Planning
Financial Consulting
IRS Audit Representation
Business Valuation
Personal Financial Planning
Strategic Tax Planning
Details
- Year established: 1985
Highlights and features
- We offer over 35 years of experience in accounting and tax services.
- Our team provides personalized financial solutions tailored to your needs.
- We specialize in QuickBooks setup and training for small businesses.
- Our CPA-certified professionals ensure compliance and strategic planning.
- We prioritize client education and transparent financial management.
Services
Tax Preparation
Our tax preparation service ensures accurate and compliant filing for individuals and businesses. We identify deductions, optimize tax strategies, and handle complex returns. Clients receive electronic filing options, refund tracking, and year-round tax planning support to minimize liabilities.
Small Business Accounting
We provide monthly or quarterly accounting services including bank reconciliation, income statements, and balance sheets. Our system tracks cash flow, detects discrepancies, and maintains clean general ledgers. Unlimited consultations help business owners understand financial performance and make informed decisions.
QuickBooks Services
From setup to training, we optimize QuickBooks for small businesses. Our services include system overhauls, troubleshooting, and one-on-one support. We ensure accurate financial tracking and offer tips to streamline accounting processes for improved efficiency.
Payroll Services
We handle payroll processing, tax filings, and compliance reporting. Options include full-service payroll, after-the-fact processing, and online systems. Services cover direct deposits, W-2/1099 forms, and specialized reports like workers' compensation audits.
Personal Financial Planning
Our financial planning addresses retirement, education funding, and estate preservation. We analyze assets, create risk management strategies, and develop legacy plans. The service includes insurance reviews, investment guidance, and tax-efficient wealth transfer solutions.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, quarterly estimated tax planning, IRS audit representation, and tax problem resolution including back taxes and payroll issues.
Can you help with QuickBooks setup for a new business?
Yes, we offer QuickBooks setup, customization, and training tailored to your business needs to ensure accurate financial tracking from day one.
Do you offer payroll processing options?
We provide comprehensive payroll services including full processing, after-the-fact reporting, and online systems with tax compliance and direct deposit options.
What financial planning services are available for individuals?
We offer retirement planning, college funding strategies, estate planning, and risk management services to help individuals achieve long-term financial goals.
Are your accounting services available for nonprofit organizations?
Yes, we specialize in nonprofit accounting, including tax compliance, grant reporting, and financial statement preparation tailored to organizational needs.
