Business Details
50 Years
experience
Your Trusted Dallas CPA Firm for Tax & Accounting Solutions
Established in 1976, Candy & Schonwald is a Dallas-based CPA firm dedicated to delivering personalized tax, accounting, and advisory services. Our team of experienced CPAs and tax professionals prioritizes client relationships, combining deep industry knowledge with a commitment to staying current on evolving tax regulations. We serve business owners, investors, and individuals nationwide, offering tailored solutions for tax planning, estate management, and business growth. Our strategic location in the Old East Dallas Historic District provides convenient access for local clients, with free parking and proximity to major transportation routes.We emphasize proactive financial strategies to help clients optimize returns, navigate complex tax laws, and achieve long-term financial goals. Our reputation as a trusted advisor stems from decades of consistent service excellence and a focus on client education. By maintaining a balance between technical expertise and approachable service, we ensure clients receive both comprehensive analysis and practical guidance. Our firms longevity reflects our ability to adapt to changing financial landscapes while preserving the personalized attention that distinguishes us from larger institutions.
Services
Tax Services
Estate Planning
Business Valuations
QuickBooks Consulting
Payroll Services
Fractional CFO
Financial Compilations
Bookkeeping
Details
- Year established: 1976
Highlights and features
- We have over 45 years of experience in tax and accounting services.
- Our team provides personalized tax strategies tailored to individual needs.
- CPAs stay current with evolving tax laws for accurate, compliant advice.
- Convenient Dallas location with free on-site parking available.
- We serve clients nationwide with remote consultation capabilities.
Services
Tax Services
Our tax services focus on maximizing deductions and optimizing returns through comprehensive analysis of individual and business tax positions. We provide strategic year-round tax planning to minimize liabilities while ensuring compliance with federal and state regulations. Our team specializes in complex tax scenarios for business owners and high-net-worth individuals.
Estate Planning
We develop customized estate plans addressing wills, trusts, and business succession strategies tailored to clients' unique financial situations. Our approach ensures smooth wealth transfer while minimizing tax implications and legal complexities. Services include estate dissolution planning and intergenerational wealth strategies.
Business Valuations
We provide accurate business valuations for mergers, acquisitions, and succession planning purposes. Our analysis considers market conditions, financial performance, and industry-specific factors to determine fair market value. This service supports strategic decision-making for business owners preparing for transitions.
QuickBooks Consulting
Our QuickBooks specialists help businesses implement and optimize accounting software solutions for efficient financial management. We provide training, system setup, and ongoing support to streamline bookkeeping processes and improve financial reporting accuracy for small to mid-sized companies.
Fractional CFO
We offer part-time CFO services providing strategic financial guidance to growing businesses. This includes cash flow management, financial forecasting, and operational analysis to support informed decision-making without the cost of a full-time executive.
Questions
What tax services does Candy & Schonwald offer?
We provide comprehensive tax planning, preparation, and compliance services for individuals and businesses, including strategic tax reduction strategies and audit support.
Do you specialize in business accounting solutions?
Yes, we offer business valuations, fractional CFO services, payroll processing, and QuickBooks consulting tailored to small and mid-sized companies' needs.
How does your estate planning service work?
We create customized estate plans considering your assets, family structure, and goals, incorporating trusts, wills, and tax-efficient wealth transfer strategies.
Can you assist with QuickBooks implementation?
Our QuickBooks specialists provide software setup, training, and optimization to help businesses streamline accounting processes and improve financial reporting.
Are your services available outside Dallas?
Yes, we serve clients nationwide and internationally through virtual consultations and remote accounting support solutions.
