Business Details
Trusted Local Accounting Services in Metairie
Since our establishment, Cascio & Schmidt has provided quality, personalized financial guidance to local individuals and businesses. Our expertise spans from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. We are one of the leading firms in and throughout the area, combining our expertise, experience and the team mentality of our staff to assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year. Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals.This requires open communication to reach an understanding of our clients' needs through research and sound analysis. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned. Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Cascio & Schmidt receive competent and timely advice.
Services
Tax Management Services
Accounting Services
Assurance and Advisory Services
Audits Reviews and Compilation
Estate and Trust Planning
QuickBooks Accounting Help
Financial and Retirement Planning
Bookkeeping/Write-up
Entity Selection and Restructuring
IRS Representation
Highlights and features
- We have years of valuable experience assisting professionals with accounting needs
- We combine expertise, experience and the team mentality of our staff
- We assure that every client receives close analysis and attention
- Our team remains knowledgeable and up-to-date on the latest tax laws
- We have earned the respect of the business and financial community
Services
Tax Management Services
Our tax management services guide clients through a full range of tax planning and preparation decisions with strategies that minimize tax liabilities. We optimize financial opportunities in existing and recently altered tax laws, ensuring accurate interpretation of receipts, bills and notices to keep clients on track toward financial goals.
Accounting Services
We offer comprehensive accounting services for businesses of all sizes, from start-ups to established enterprises. Our services include accurate record-keeping, financial statement preparation, accounting system setup, payroll processing, and cash flow analysis to support profitability and strategic decision-making.
Estate and Trust Planning
Our estate and trust planning services help clients navigate complex tax laws for asset transfer. We facilitate smooth business succession planning for organizations while creating tax-efficient strategies to ensure financial security for loved ones and avoid complications during estate distribution.
Financial and Retirement Planning
We develop personalized strategies to help clients achieve financial independence through retirement planning and investment management. Our guidance covers asset allocation, college funding, insurance planning, and tax-efficient investment strategies to maximize after-tax returns over the long term.
IRS Representation
Our professional representation services assist clients during IRS audits and tax authority examinations. With extensive experience in tax compliance matters, we provide expert guidance through audit processes, ensuring clients' interests are protected when dealing with federal and state tax agencies.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services for small businesses including bookkeeping, financial statement preparation, payroll processing, tax planning, and business advisory services tailored to your specific needs.
Do you offer tax preparation for both individuals and businesses?
Yes, we offer complete tax preparation services for both individuals and businesses, including tax return preparation, tax planning strategies, and representation during tax audits.
What financial planning services do you provide?
Our financial planning services include retirement planning, investment management, estate planning, college funding strategies, and comprehensive wealth management to help clients achieve long-term financial goals.
Are you available for consultations outside regular business hours?
While our regular office hours apply, we understand urgent matters may arise. Please contact us to discuss any special scheduling needs for consultations.
What sets Cascio & Schmidt apart from other accounting firms?
We differentiate ourselves through personalized service, deep local expertise, commitment to client education, and our proactive approach to helping clients navigate complex financial and tax matters.
Can you help with QuickBooks setup and training?
Yes, we provide QuickBooks setup, implementation, training, and ongoing support to ensure you're using accounting software effectively for your business needs.
