About Us
John Schachter + Associates
About Us
Since 1993 my group of skilled associates and I have been helping clients make the right financial, tax and business decisions.
We pride ourselves on the clear, easy way we communicate. We enjoying taking a pro-active approach to tax planning.
We take the pain out of relating with the IRS and state revenue departments, with expert tax preparation, planning and representation services.
Our clients include talented and successful individuals, partnerships, corporations, trusts, estates and LLCs.
We have special interest and expertise in international issues affecting US taxpayers and are very familiar with the sometimes obscure rules that govern US taxation of foreign business and investment. We help families with tax and planning challenges, including multi-generational planning. Our business team services a wide-range of companies from consultants to inventors, home builders to software providers.
Let us know how we can help you!
Who We Are
Partners
John Schachter, EA (Managing Partner)
Michael Cieri, CPA
Laura Johnson, EA
Craig Pellet, CPA
Associates
Angelina Natale, MBA
Brandon Boyle
Brendan Mulrooney, EA
Gabrielle Ehrlich
Genesis Terchiak
Hina Raheem
Jake Hanson, CPA
Jay Kim, CPA
Patricia Orellana
Sophie Chen
Steffanie Evans
Tyler Rorrer, EA
Where We Do It
What We Do
Tax Preparation
Individuals
Corporations
Partnerships and LLCs
Estates and Trusts
Sales Tax
Payroll Tax
International Tax Services
Offshore Entity and Account Disclosures
Planning for Multi-National Business, Investing, or Work
Foreigners Doing Business, Investing or Working in the USA
Americans Abroad
Foreign Trust Planning and Compliance
Tax Planning
Self Employed, Entrepreneurs and Inventors
Executives
Investors
Compensation Planning – including Stock Options
Retirement Accounts
Education Savings
Choice of Entity
Gift and Estate Planning
Tax Representation
IRS and State Audit
Collection Negotiations
Penalty Abatement
Accounting Systems, Software Installation and Training
QuickBooks
Cloud-Based and Desktop Solutions
Real Estate Planning
Landlords and Investors
Homeowners
Personal Financial Services and Reports
CFO/Controller Services
Year End Closing
Cash Management and Bookkeeping Consulting
Board Reports
Financial Audit Support
Financial Strategy and Cash Flow Planning
Lease vs Buy Decision Support
