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We specialize in estate planning and tax return preparation. Our professional staff is composed of attorneys, certified public accountants and certified financial planner.
 I am a member of the American Association of Attorney-CPAs.
While most practitioners operate in the traditional historian mode, we utilize visionary planning capabilities to help you reduce your taxes and plan your estate.
Our concentration is in estate and income tax planning for individuals and closely held corporations. We have extensive experience in wills and trusts, probate, tax return preparation and planning and representation of our clients before the Internal Revenue Service.
We also provide our clients complementary services in real estate transactions, accounting, cash flow management and disciplined financial planning.
Our affiliate Capital Investment Advisors, Inc. manages investment portfolios of $100,000 or more through a conservative, risk-averse system to minimize losses in declining equities markets while participating in stock market gains.
Material presented on the Schorner & Associates website is intended for information purposes only. It is not intended as professional advice and should not be construed as such. |
