We’d like to tell you a little more about ourselves and about our areas of expertise. We each offer more than 25 years of experience in accounting and tax preparation. We make it a point to offer a highly personalized approach to handling your tax and accounting needs, because, quite simply, we try to treat our clients in the same way as we would like to be treated. With honesty, integrity and the highest possible standards of ethics and fairness.
First, and foremost, we are both Enrolled Agents. That means we are both authorized to represent taxpayers at all administrative levels of the Internal Revenue Service. As the IRS, with its priority focus on compliance, increases audit activity, the need for qualified taxpayer representation also increases. Our expertise in the continually changing field of tax law enables us to effectively represent taxpayers audited by the IRS.
We take our designations as Enrolled Agents quite seriously, and complete more than 30 hours of continuing professional education each year in the interpretation, application and administration of federal and state tax laws. (This surpasses the IRS’ required minimum of 16 hours per year.) The bottom line is that we work much harder at staying informed so that we can work smarter for our clients.
Finally, Larry, President of CLS, is also a CERTIFIED Financial Planner (R)professional, having met the CFP Board’s requirements, including much more continuing education, while adhering to the highest standards of ethical conduct. Through his many years of experience, Larry can work with you and your family to provide guidance over a lifetime or to address specific concerns as needed.
We hope this brief introduction will help give you a better idea of what you can expect from us as a professional tax team. And we hope you will take some time now to get in touch so that we can plan to meet personally and have a chance to get better acquainted. We trust that once you get to know us you will want to put our years of expertise and continuing professional education to work for you soon.
All the very best to you,
Cathy and Larry Scheider
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.