Business Details
Your Trusted Partner for Accounting and Tax Solutions
At Epstein Schneider, we approach every client relationship as a partnership, believing our success stems directly from yours. Our commitment lies in delivering personalized attention through professionals with advanced training, technical expertise, and financial acumen. We go beyond compliance by leveraging our knowledge of evolving tax laws to develop forward-thinking strategies that reduce or defer taxes, while using insights from annual reviews to advise on operational best practices.Our team invests continuously in professional education and cutting-edge technology to ensure we remain your most trusted advisor. With decades of combined experience, we align tax efficiency with business goals to drive long-term financial success for privately held businesses, individuals, and families.
Services
Tax Planning
Business Entity Selection
Estate Tax Preparation
Tax Resolution
Business Consulting
Highlights and features
- We provide personalized tax strategies aligned with long-term business goals
- Our team includes CPAs with 30+ years of combined tax planning experience
- We specialize in balancing tax savings with business valuation impacts
- We offer multi-state tax compliance and strategic entity selection guidance
- We combine technical expertise with technology-driven accounting solutions
Services
Tax Planning and Preparation
Our tax planning services help businesses and individuals optimize their financial positions through strategic tax efficiency analysis. We balance tax savings opportunities with business goals, considering impacts on business valuations during transactions. With expertise in multi-state tax compliance and alternative minimum tax planning, we develop customized strategies that align with your long-term financial objectives while ensuring accurate tax return preparation.
Business Entity Selection
We guide clients through selecting optimal business structures including S corporations, LLCs, and sole proprietorships. Our analysis considers long-term tax implications, liability protection, and operational flexibility. We evaluate pros and cons of each entity type to help clients make informed decisions that support their business growth and financial objectives while maintaining compliance with evolving tax regulations.
Estate and Trust Tax Preparation
Our estate tax services cover revocable and irrevocable trusts, living trusts, and special needs trusts. We work with attorneys and advisors to develop tax-efficient estate plans that ensure proper asset allocation. We handle trust administration, tax return preparation, and provide guidance on minimizing tax liabilities for estates while maintaining compliance with federal and state tax requirements.
Tax Resolution Services
We represent clients before the IRS and state tax agencies to resolve tax disputes and collection issues. Our services include negotiating wage garnishment stops, offer in compromise agreements, and installment plans. We specialize in penalty abatement, lien and levy releases, and back tax filings, providing discreet representation to resolve tax problems efficiently while minimizing financial impact.
Business Consulting
Our consulting services focus on improving business profitability through operational analysis and strategic financial planning. We help identify growth barriers, develop practical solutions, and implement best practices for financial management. From business succession planning to deferred compensation strategies, we provide actionable insights that align with both short-term needs and long-term objectives of privately held businesses.
People
Sheldon J. Epstein
CPA
With decades of experience in tax planning and accounting, Sheldon J. Epstein provides expert guidance to businesses and individuals. His focus on strategic tax solutions helps clients navigate complex financial decisions while maintaining compliance with evolving tax regulations.
Barry R. Friefeld
CPA CGMA
Barry R. Friefeld combines technical expertise with practical business insights to deliver comprehensive accounting solutions. His experience in tax planning and advisory services helps clients optimize financial performance while addressing both immediate needs and long-term goals.
Marina L. Ferrone
CPA
Marina L. Ferrone specializes in tax compliance and strategic planning for businesses and individuals. Her approach focuses on minimizing tax liabilities while ensuring regulatory compliance, leveraging technology to enhance accounting efficiency and client service delivery.
Tommy P. McWilliams
CPA MTAX
Tommy P. McWilliams brings specialized tax expertise to complex business transactions and estate planning matters. His knowledge of multi-state tax regulations and strategic entity structuring helps clients achieve optimal financial outcomes through informed decision-making.
Deborah A. Brandt
CPA
Deborah A. Brandt provides comprehensive accounting and tax advisory services with a focus on personalized client solutions. Her experience spans business consulting, tax planning, and financial strategy development to support long-term client success.
Questions
What accounting services do you offer for businesses?
We offer comprehensive accounting services including tax planning, business entity selection, financial statement preparation, and compliance solutions tailored to small and mid-market businesses.
How do you help with tax resolution issues?
We represent clients before the IRS and state agencies to resolve tax disputes through negotiated settlements, penalty abatement, and installment agreements while minimizing financial impact.
What estate planning services are available?
Our estate planning services include trust administration, tax return preparation, and customized strategies for revocable and irrevocable trusts to ensure proper asset allocation.
Do you provide multi-state tax compliance assistance?
Yes, we help businesses navigate multi-state tax regulations to minimize liabilities while maintaining compliance with federal and state tax requirements.
What makes your tax planning approach unique?
We balance tax savings opportunities with business valuation impacts, aligning tax efficiency with long-term financial goals through personalized strategic planning.
