Tax Preparation
Accurate, thorough tax preparation for small businesses, individuals, and estates — from business returns and owner filings to personal, trust, and estate tax returns, all filed on time.
CPAs & Advisors
Your Trusted Financial Partners.
Schmalz & Company delivers expert tax preparation, proactive tax planning, AI-powered bookkeeping, and assurance services for small businesses — grounded in deep experience and a commitment to every client we serve.
Services built for small businesses
A focused suite of accounting and advisory services, delivered with the care and precision your business deserves.
Tax Planning
Proactive, year-round tax strategy for small businesses, individuals, and estates — designed to minimize liability, preserve wealth, and help you keep more of what you earn.
AI-Powered Bookkeeping
Automated bookkeeping powered by AI that categorizes transactions, tracks cash flow, and simplifies monthly reporting — so you always know where your business stands.
Assurance Services
Audits, reviews, and compilations delivered with the rigor stakeholders and lenders expect from a trusted CPA firm.
A firm built on trust and steady counsel.
At Schmalz & Company, we serve small businesses, individuals, and estates with the same care and precision. Whether you need personal tax preparation, trust and estate tax planning, or owner-level business tax strategy, our team pairs technical depth with genuine attention to every client.
We combine hands-on CPA expertise with smart automation — from AI-assisted transaction categorization to streamlined monthly reporting — so you spend less time on paperwork and more time on what matters most.
- Experienced
- CPA-led team
- 4
- Core service lines
- 100%
- Client-focused
Let's start a conversation.
Reach out to schedule a consultation or ask a question. We'll get back to you promptly.
Phone
Call (612) 599-9814 to schedule a consultation
Email
Send us a message anytime at neil@schmalzaccounting.com
Office
Schmalz & Company CPAs & Advisors
854 Quail Parkway Watertown, MN 55388