Business Details
Your Trusted Partner for Accounting and Tax Solutions
SCHRADER CPA is a forward-thinking accounting firm rooted in the historic charm of Yardley, Pennsylvania. We combine personalized service with technical expertise to deliver tailored tax compliance and advisory solutions for individuals and businesses. Our team prioritizes deep client relationships, proactive financial guidance, and responsiveness, ensuring clients receive customized strategies that align with their unique goals.By maintaining strategic alliances with trusted professionals, we offer comprehensive resources while preserving the agility of a boutique firm. With decades of combined experience in tax and financial planning, we empower clients to navigate complex regulations, optimize financial outcomes, and achieve long-term stability.
Services
Tax Preparation
Financial Planning
Business Accounting
Tax Planning
Estate Planning
Highlights and features
- We offer customized tax strategies tailored to individual and business needs.
- Our team provides proactive financial guidance based on decades of industry experience.
- We maintain strategic alliances to deliver comprehensive, multidisciplinary solutions.
- Our firm prioritizes responsiveness and direct communication with clients.
- We combine boutique firm agility with the technical rigor of certified professionals.
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- New Jersey Society of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
Services
Tax Preparation
We prepare and file individual and business tax returns with precision, ensuring compliance while identifying deductions to minimize liability. Our team stays current with evolving tax laws to guarantee accurate filings. Clients receive strategic advice to optimize future tax outcomes through year-round planning.
Financial Planning
Our financial planning services create roadmaps for retirement, education funding, and estate preservation. We analyze assets, risk tolerance, and goals to develop customized strategies. This includes insurance reviews, investment guidance, and tax-efficient wealth transfer solutions.
Business Accounting
We handle monthly or quarterly accounting tasks including bank reconciliations, income statements, and balance sheets. Our services ensure accurate financial records for informed decision-making. We also assist with payroll, tax compliance, and cash flow management for small businesses.
Tax Planning
Proactive tax planning identifies legal strategies to reduce liabilities for individuals and businesses. We evaluate income, investments, and business structures to implement tax-saving measures. This includes entity selection, retirement contributions, and timing of financial transactions.
Estate Planning
We help clients preserve wealth through estate tax minimization and probate avoidance strategies. Services include will reviews, trust administration, and coordination with legal professionals. Our goal ensures smooth asset transfer while protecting family interests.
People
Jeffrey J. Schrader
Certified Public Accountant
Jeffrey J. Schrader is a licensed CPA with a Master of Science in Taxation. He serves on the Pennsylvania CPA Journal Editorial Board and maintains affiliations with AICPA and state accounting societies. His expertise spans tax compliance, financial planning, and business advisory services.
Questions
What tax services do you offer for individuals?
We provide comprehensive individual tax preparation, including income tax returns, retirement planning, and strategies to minimize tax liabilities.
How can business owners benefit from your services?
We offer business tax preparation, payroll processing, financial statements, and entity selection to help businesses maintain compliance and optimize financial performance.
Do you provide financial planning for retirement?
Yes, we create personalized retirement plans analyzing assets, income sources, and savings strategies to ensure financial security in retirement.
What accounting services do you offer small businesses?
We provide monthly/quarterly bookkeeping, bank reconciliations, income statements, and balance sheets to maintain accurate financial records for small businesses.
How do you handle estate tax planning?
We implement strategies to minimize estate taxes through trust administration, probate planning, and coordinated legal documentation.
