Business Details
Trusted Tax & Accounting Solutions in Stuart, FL
SFS Tax & Accounting Services is a full-service tax and accounting firm dedicated to providing comprehensive financial solutions for individuals and businesses. With over 35 years of experience, our team of Enrolled Agents and certified specialists delivers expert tax preparation, bookkeeping, payroll services, and tax problem resolution. We prioritize personalized client service, proactive tax planning, and compliance with evolving tax laws to minimize liabilities and maximize savings.Our commitment to continuous education ensures we stay ahead of industry changes, offering clients cutting-edge strategies and reliable representation before tax authorities. By combining technical expertise with a client-focused approach, we empower clients to achieve financial clarity and long-term success.
Services
Tax Preparation
Bookkeeping
Payroll Services
Tax Problem Solutions
Tax Planning
Highlights and features
- We offer year-round tax and accounting services with personalized solutions.
- Our team includes Enrolled Agents and certified specialists in tax resolution and crypto taxation.
- We provide proactive tax planning to minimize liabilities and maximize savings.
- We represent clients before the IRS and state tax authorities with proven expertise.
- Our 35+ years of experience ensure reliable, accurate, and up-to-date financial guidance.
Associations and certifications
- Enrolled Agent (EA)
- Certified Tax Resolution Specialist (CTRS)
- Advanced Crypto Tax Expert (ACT-E)
- Fellow of the National Tax Practice Institute (NTPI)
What people say
Timely, detailed, accurate
Knowledgeable and thorough
Professional and efficient
Proactive problem-solving
Treated like family
Services
Tax Preparation
We prepare individual and business tax returns with precision, ensuring compliance with federal and state regulations. Our services include multi-state returns, estate and trust filings, and nonprofit tax documentation. By staying updated on tax law changes, we identify deductions and credits to minimize liabilities while avoiding penalties. Clients receive thorough reviews of their returns before submission.
Bookkeeping
Our bookkeeping services organize financial records to prevent IRS issues and streamline tax preparation. We implement user-friendly systems for small businesses, ensuring accurate tracking of income, expenses, and payroll. By maintaining clean records year-round, we help clients avoid costly errors and simplify financial reporting for audits or business growth.
Tax Problem Solutions
We resolve federal and state tax disputes, including audits, liens, levies, and installment agreements. As Enrolled Agents, we represent clients before the IRS with expertise in negotiating offers in compromise and penalty abatements. Our goal is to reduce tax debt and restore compliance while protecting clients' rights during audits or collection actions.
Payroll Services
We handle payroll processing, tax filings, and compliance with employment regulations. Our services include calculating wages, withholding taxes, and submitting federal and state reports. By automating payroll functions, we reduce administrative burdens and ensure timely, accurate payments while helping businesses avoid penalties for noncompliance with labor laws.
Tax Planning
We develop year-round tax strategies to minimize liabilities through deductions, credits, and retirement planning. Our services include analyzing income adjustments, optimizing itemized deductions, and advising on entity structures for businesses. By proactively managing tax exposure, we help clients retain more income and achieve long-term financial goals.
People
Jeffrey A. Schneider
Principal, Enrolled Agent
Jeffrey Schneider is an Enrolled Agent with 35+ years of experience in tax resolution and accounting. He specializes in IRS representation, crypto taxation, and business consulting. As a published author and former IRSAC member, he provides expert guidance on complex tax issues.
Alecia (Ali) Schneider
Director of Business Development
Alecia Schneider leads business development and marketing initiatives with 20 years of experience in the firm. She manages community workshops and networking events, focusing on client engagement and strategic growth through professional associations and local outreach programs.
Marissa Adler
Chief Operating Officer
Marissa Adler oversees daily operations, bringing extensive management experience from the pharmaceutical industry. She ensures efficient service delivery and client satisfaction, leveraging her background in public interaction and business process optimization to enhance firm operations.
Questions
What tax services do you offer for businesses?
We provide business tax returns, payroll processing, sales tax filings, entity planning, and tax problem resolution. Our services ensure compliance and minimize liabilities for corporations, partnerships, and nonprofits.
How can you help reduce my tax liability?
We identify deductions, credits, and retirement contributions to lower taxable income. Our year-round planning optimizes cash flow and leverages tax law changes to maximize savings for individuals and businesses.
Do you handle IRS audit representation?
Yes, our Enrolled Agents represent clients in IRS audits, from correspondence reviews to in-person meetings. We prepare documentation and negotiate resolutions to minimize penalties and ensure compliance.
Are your services available remotely?
Yes, we serve clients nationwide with virtual consultations, electronic document sharing, and remote tax preparation. Local Stuart, FL clients also receive in-person office visits and community-focused support.
What sets you apart from other tax firms?
Our team includes certified specialists in tax resolution, crypto taxation, and business consulting. With 35+ years of experience and a client-first approach, we deliver personalized solutions and proven expertise in complex tax matters.
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