Business Details
50+ Years
experience
Your Trusted Accounting Partner for Strategic Financial Solutions
Baum Smith & Clemens has been a trusted partner in tax, accounting, and advisory services since 1973. Our team of certified professionals prioritizes personalized service, rapid response times, and strategic financial guidance tailored to small businesses, nonprofits, and individuals. With membership in CPAmerica and affiliations with PICPA and AICPA, we combine national expertise with the attentiveness of a local firm.Over 50 years, weve built a reputation for proactive planning, technology-driven solutions, and fostering long-term client relationships. Our clients value our dedication to compliance, tax efficiency, and business growth strategies that deliver measurable results.
Services
Tax Planning
Tax Compliance
Accounting Services
Bookkeeping
Audit Services
Business Advisory
Financial Reporting
Budgeting
QuickBooks Support
Tax Return Preparation
Details
- Year established: 1973
Highlights and features
- Personalized service with a dedicated team of CPAs since 1973.
- Proactive tax planning to anticipate challenges and opportunities.
- Technology-driven solutions for accurate and efficient processes.
- National expertise through CPAmerica membership with local presence.
- Rapid response times and 50+ years of experience serving small businesses.
Associations and certifications
- QuickBooks ProAdvisor
What people say
Excellent service
Timely accounting services
Proactive advice
Long-term support
First-rate organization
Services
Tax Planning
Our tax planning services minimize liabilities while aligning with evolving regulations. We provide customized strategies for individuals, businesses, and nonprofits, leveraging advanced software to ensure compliance and long-term savings. Clients benefit from proactive advice that integrates tax optimization into broader financial goals.
Bookkeeping
Accurate bookkeeping ensures financial clarity for decision-making. We maintain organized records, enabling businesses to focus on growth while we handle day-to-day accounting tasks. Our solutions streamline operations, improve reporting accuracy, and support regulatory compliance for sustained profitability.
Audit Services
We simplify audit processes with expert guidance on compliance and reporting standards. Our CPAs deliver comprehensive financial statement audits, Yellow Book compliance, and ERISA plan audits, ensuring transparency and credibility. Clients gain actionable insights to strengthen internal controls and stakeholder trust.
Business Advisory
Our advisory services address operational challenges and growth opportunities. From succession planning to fractional CFO support, we provide strategic counsel tailored to business goals. Clients rely on our expertise in financial forecasting, budgeting, and process optimization to drive long-term success.
QuickBooks Support
Certified QuickBooks ProAdvisors offer setup, training, and ongoing support to maximize software efficiency. We assist with data conversion, troubleshooting, and staff training, ensuring businesses leverage technology for accurate financial management and streamlined operations.
People
Gary T. Schultz
CPA
With decades of experience, Gary T. Schultz provides expert audit and tax advisory services. He specializes in nonprofit sector compliance and regulatory reporting, ensuring clients meet evolving standards while optimizing financial strategies.
Rose A. Hartle
CPA
Rose A. Hartle focuses on business advisory and tax planning for small enterprises. Her proactive approach helps clients navigate complex financial decisions, emphasizing long-term growth and compliance efficiency.
Christopher Waldhof
CPA, CITP
Christopher Waldhof specializes in technology-driven accounting solutions and QuickBooks support. He delivers training and system optimization to enhance financial management efficiency for businesses of all sizes.
Jennifer L. Landis
CPA, MBA
Jennifer L. Landis offers strategic business advisory services, including succession planning and budgeting. Her expertise in financial forecasting helps clients align resources with growth objectives for sustainable success.
Tad K. Schantz
CPA, CFE
Tad K. Schantz specializes in forensic accounting and fraud investigation. He provides advisory services to mitigate financial risks, ensuring clients maintain integrity and compliance in complex regulatory environments.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, budgeting, and tax compliance services tailored to small businesses, ensuring accuracy and regulatory adherence.
Do you specialize in nonprofit accounting?
Yes, we offer audit, tax, and advisory services designed for nonprofits, including compliance with donor requirements and grant reporting.
How do you handle multi-state tax filings?
We prepare and file tax returns for all 50 states, ensuring compliance with varying jurisdictional requirements for individuals and businesses.
Can you assist with business succession planning?
Our advisors develop transition strategies to protect your legacy, addressing financial, tax, and operational aspects of succession planning.
What sets your firm apart from other accounting firms?
We combine national expertise with personalized service, offering rapid response times, proactive planning, and technology-driven solutions since 1973.
