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Tax Services

An Experienced Tax Partner You Can Trust

Taxes are more than just preparation. It’s about finding a partner who understands how to turn complex regulations into opportunities. Mowery & Schoenfeld’s tax consultants help businesses and individuals reduce liabilities, stay compliant, and plan strategically for the future.

With decades of experience serving privately held companies, entrepreneurs, and high-net-worth individuals, we bring both technical skills and practical insights to every engagement. Our team takes a proactive approach, continually evaluating tax strategies to ensure long-term optimization and growth. Whether you’re navigating ever-evolving tax laws or making big financial decisions, you’ll get personalized solutions that align with your goals and keep you one step ahead.

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Comprehensive Tax Services for Businesses and Individuals

Our team offers a full suite of tax planning, preparation, and compliance services designed to minimize liability and improve financial health.

We work with:

  • Businesses seeking to maximize profitability and ensure compliance across jurisdictions.
  • Individuals and families managing complex financial portfolios or preparing for major life events.

Our CPAs and advisors combine deep technical knowledge with an understanding of your industry and personal priorities. By staying connected throughout the year — not just at tax deadlines — we help you make informed decisions and maintain the best possible tax position.

Mike Deering
Michael Deering >
Partner, Tax Services Leader
Brian Figenholtz >
Tax Partner
Nicole Lindley >
Tax Partner
Brandon Potocki >
Tax Partner

Insights

Tax Planning Guide >
How the New Tax Law Affects Businesses >
What the One Big Beautiful Bill Act Means for Individuals >
IRS Moving to Digital-Only Tax Refunds and Payments: What You Need to Know >

Tax Accounting Services We Offer

Providing tailored tax advice for your business

From routine filings to strategic tax planning, we deliver results-driven solutions with strategic business tax services tailored to your business’s needs.

Learn About Business Tax

Answering all of your individual and family tax questions

We take a strategic approach to optimize your financial situation, providing relevant advice to minimize tax burdens and maximize savings. 

Learn About Individual Tax

Securing the legacy of your estate

Our dedicated team ensures a seamless and efficient process, offering comprehensive services to safeguard your assets and legacy. 

Learn About Estate, Gift & Trust Tax

Proactive and Personalized Tax Planning

Smart tax strategy doesn’t just happen once a year. It’s a continuous process that adapts as your business and personal circumstances evolve.

We believe in regular communication and ongoing analysis, allowing us to adjust strategies when tax laws change or new opportunities arise. Our proactive planning connects every part of your financial picture — business objectives, personal finances, and long-term goals — into a cohesive strategy designed for growth.

At Mowery & Schoenfeld, our high-touch approach builds trusted relationships that anticipate your needs, rather than reacting to them.

Business Tax Services and Strategies

For business owners, strategic tax planning can create significant competitive advantages. Our services help you manage complexity while uncovering savings opportunities across your organization.

We help clients with:

  • Tax incentives and credits to reduce liability and encourage reinvestment.
  • Compensation and benefits planning to attract and retain top talent while maintaining compliance.
  • Transaction tax services to support mergers, acquisitions, and restructuring.
  • State and local tax (SALT) compliance for multi-state or expanding operations.
  • International tax strategies for cross-border transactions and growth.
  • SafeSend Returns for secure, digital tax return delivery and approval.

Our goal is to help you make confident, tax-informed business decisions that balance compliance, opportunity, and long-term success.

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Individual Tax Services for Families and Professionals

Complex financial lives require careful coordination. Our advisors help high-net-worth individuals and families navigate complex tax laws and maximize their after-tax wealth.

We provide comprehensive support for:

  • Federal and state tax preparation and planning
  • Sophisticated investment tax planning
  • Deferred compensation strategies
  • Charitable giving and philanthropic planning
  • Private equity, hedge fund, and investment banking professionals and owners
  • Real estate tax planning for acquisitions and sales

We also guide clients through major life events such as retirement, a promotion, or significant asset sales — providing clarity when decisions matter most. For high-net-worth clients, our team integrates business, estate, and philanthropic planning for a holistic strategy.

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Estate, Gift, and Trust Planning

Preserving wealth and protecting your legacy requires early, thoughtful planning. Our estate, gift, and trust services help families manage liability, ensure smooth asset transfers, and maintain control over how wealth is distributed.

We assist with:

  • Gifting strategies to reduce estate tax exposure
  • Trust administration coordination to align with your estate plan
  • Integration of estate and income tax strategies for maximum efficiency
  • Family office collaboration for multigenerational wealth management

Our advisors work closely with your legal and financial teams to build coordinated plans that reflect your family’s values and goals.

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Integrated Strategies and Industry Expertise

Your tax strategy should reflect every aspect of your financial life. That’s why you should work with a tax consultant who knows your world — and your goals. At Mowery & Schoenfeld, we integrate tax planning with audit, advisory, and wealth management services to deliver complete, long-term solutions.

We bring deep industry expertise in:

  • Construction and landscaping
  • Manufacturing and distribution
  • Real estate development
  • Technology
  • Professional services

Our cross-disciplinary teams understand the nuances and compliance requirements of each sector and how tax planning impacts operational decisions. And as always, we bring the resources and skills needed for complex projects without losing our personalized touch.

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Getting Started with Tax Consulting

The best tax outcomes start with early planning. Before major transactions or financial decisions, engage your advisor to understand the tax impact and position yourself for success.

To get started, you’ll need to gather documents like:

  • Prior tax returns and financial statements
  • Investment and income records
  • Details on upcoming transactions or life events

During your initial consultation, we’ll review your documents, discuss your goals, and design a customized service plan.

When choosing a tax consultant, consider experience, industry knowledge, and communication style — all of which define how we work at Mowery & Schoenfeld. From compliance to strategy, M&S delivers proactive tax solutions that help you make smarter decisions today and build a stronger tomorrow.

Learn More About Tax Planning & Preparation from Mowery & Schoenfeld

Talk to an M&S tax accountant today.