Our Services


For 98 years, Maxwell Shmerler & Co., CPAs has provide accounting, tax and consulting services to a wide-range of businesses and individuals. Many of our services are described on this page. Contact us for more details.



Business Services

A business is only as good as its accountants. Well, maybe thats going too far, but proper accounting and tax services are crucial elements of any business. Not only to measure results, but to plan for those results.

We provide myriad services for business. These include:

  • Financial Statement Preparation (compilation)
  • Tax Planning and Preparation
  • Bookkeeping Services
  • Payroll Services
  • Audits
  • Reviews
  • Sucession Planning
  • Retirement planning
  • Technology Consulting
  • Start-up guidance

Individual Clients

Taxes are more than filing a return by April 15th. Proper tax planning is crucial to maximize income. There are many planning tools that individuals can use to minimize taxes and maximize retirement savings. The tax man commeth once a year. Don't make the mistake of only talking to your accounant once a year.

Services for Individuals and Families include:

  • Tax Planning
  • Tax return preparation
  • Retirement planning
  • Trusts and Estate planning and implementation
  • Personal financial statements
  • Technology System planning


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.


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 services include:

  • Audits and Reviews
  • Financial Statement Preparation
  • Bookkeeping and Payroll
  • Internal Control analysis


New Businesses

Setting up a new business is easy....with the right help. Let us provide that help.

Start-Up Decisions Include:

  • Type of Entity (S Corp, C Corp, Partnership, LLC, LLP, Sole Proprietorship,...)
  • Business Location
  • Business Plan
  • Budget