What Types of Clients do we Represent?

Founded in 1913 by Maxwell Shmerler, our firm is both aware and proud of our history. For 101 years we have provided our clients, both large and
small, established and new, service or manufacturing, profit or non-profit,
with a level of service that exceeds our clients expectations and meets ours.

   
Avoid an Audit

'Red Flags' Include...

  • Overstating Charitable Contributions
  • Basic Math Errors
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Our Clients

Business Clients

Maxwell Shmerler & Co. provides accounting, tax and consulting services to businesses, large, small and start-ups, including partnerships, C-corporations, S-corporations, LLCs, LLPs, Family Partnerships, and other entities.

Client industries include:

  • Real Estate
  • Food
  • Gift Products
  • Constuction
  • Doctors, Dentists, Lawyers
  • Education
  • Wholesaling
  • Technology

Individual Clients

The Breadth of our individual clients range from young entreprenuers to mature corporate executives, and everyone in between.

We represent most of the business owners, executives and partners of our corporate clients.

In addition, we provide services to high net-worth individuals and retired executives.

Trusts and Estates

One of the keys to asset management is proper planning for transfer of wealth. We provide Trust and Estate services to many of our retired clients, as well as their relatives and business partners.

Non-Profits

Not-for-profit institutions require expert tax and accounting services, but are often on a strict budget. We understand these constraints and strive for the best and most efficient use of our time.

Our non-profit clients include:

  • Educations Organizations
  • Religious Organizations
  • Foundations
  • Professional Associations

 

New Businesses

Some of our longest standing business clients started with us when they formed their business. One reason was have kept our firm's size manageable is to be able to focus on all of our clients needs. This is crucial when starting a new business.

Start-Up Industries include:

  • Technology
  • Medical
  • Real Estate

   

 

   

Our Founder

Born and raised in Austria, Maxwell Shmerler immigrated to the United States at age 13, moving to New York's lower east side. After graduating from New York University, Maxwell

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