Business Details
8 Years
experience
Trusted CPA Services in Palm Beach Gardens
Schmedes McAllister & Associates is a Palm Beach Gardens-based CPA firm dedicated to providing comprehensive accounting, tax, and financial planning services. Founded in 2018 by Carter McAllister and Timothy Schmedes, our team combines decades of experience in business taxation, estate planning, and financial strategy. We serve small businesses, family offices, and high-net-worth individuals across Palm Beach County, offering personalized solutions that leverage the latest tax laws to maximize savings and long-term wealth preservation. Our certified professionals, including a Certified Financial Planner, specialize in industries ranging from real estate to technology, ensuring tailored guidance for each client's unique needs.With a focus on transparency and client-centric service, we prioritize building lasting relationships through proactive communication and strategic financial advice. Our commitment to excellence is reflected in our clients' success stories, including significant tax savings and streamlined accounting processes. We operate with full transparency, offering free consultations to align our services with your specific goals and budget.
Services
Tax Preparation
Bookkeeping
Financial Planning
Estate Tax Planning
Business Consulting
IRS Representation
QuickBooks Support
Wealth Preservation
Retirement Planning
International Taxation
Details
- Year established: 2018
Highlights and features
- Founded in 2018 by CPAs with combined 20+ years of industry experience
- Specialize in tax-efficient strategies for high-net-worth clients and niche industries
- Certified Financial Planner on staff for comprehensive wealth management
- Proven track record saving clients thousands through strategic tax planning
- Personalized service with free initial consultations and transparent pricing
Associations and certifications
- American Institute of Certified Public Accountants
- Certified Financial Planner Board of Standards, Inc.
What people say
Saved $10K on taxes
Dedicated to clients
Up-to-date on law changes
Timely and organized
First-class service
Services
Tax Preparation
Our expert CPAs provide comprehensive tax preparation services for individuals and businesses. We stay current with evolving tax laws to maximize savings through strategic deductions and credits. Our team handles complex returns including international taxation and estate planning matters.
Financial Planning
We create personalized financial plans to achieve long-term goals. Our services include retirement planning, investment allocation, and risk management tailored to high-net-worth clients. We integrate tax-efficient strategies to preserve wealth across generations.
Business Consulting
We offer strategic guidance for business growth and operational efficiency. Services include tax planning, financial statement analysis, and succession planning. Our team specializes in niche industries like real estate and technology.
IRS Representation
Our experienced CPAs represent clients in IRS audits and tax disputes. We resolve back tax issues, payment plans, and penalty abatements. We provide documentation support and negotiate favorable settlements on behalf of clients.
Estate Tax Planning
We develop comprehensive estate plans to minimize tax liabilities and protect assets. Services include trust creation, gift tax strategies, and legacy planning. Our approach ensures smooth wealth transfer while complying with complex tax regulations.
People
Carter McAllister
Co-Founder
Certified Public Accountant with expertise in business and international taxation. Former Wealth Management specialist at Nowlen, Holt & Miner P.A. Holds Masters in Taxation from Florida Atlantic University. Represents clients in IRS hearings.
Timothy Schmedes
Co-Founder
CPA and Certified Financial Planner specializing in tax compliance and estate planning. Former Ernst & Young professional with focus on business transactions. Holds Master in Accountancy from Florida State University.
Corbin Walker
Associate
Manages client interactions and office operations. Holds Bachelor of Science in Finance from Florida State University. Supports tax preparation and accounting services for real estate clients.
John Pierce
Associate
45-year tax and accounting veteran with experience at Ernst & Young and other regional firms. Specializes in complex tax returns and business consulting. Holds multiple industry certifications.
Phyllis McAllister
Accounting Specialist
Manages month-end accounting processes and client communications. Holds Associate Degree in Accounting from University of South Florida and Communications degree from Florida Atlantic University.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, financial planning, and business strategy consulting tailored to small businesses in Palm Beach County.
How can you help reduce my tax liability?
Our CPAs use strategic tax planning and stay current with tax law changes to maximize deductions and credits for individuals and businesses.
Do you specialize in specific industries?
We serve diverse industries including real estate, technology, healthcare, and professional sports with customized financial solutions.
What areas do you serve?
We primarily serve Palm Beach County including Palm Beach Gardens, West Palm Beach, and Boca Raton, with select out-of-state clients.
Do you offer free consultations?
Yes, we provide free initial consultations to understand your needs and determine how we can best support your financial goals.
What makes your firm different from other CPAs?
Our combination of Certified Public Accountants and a Certified Financial Planner offers comprehensive services with personalized attention.
