Business Details
Trusted Accounting & Tax Services in Scottsdale
Epstein Schneider, PLC has built its reputation on delivering personalized accounting, tax, and advisory services to businesses, individuals, and families. Our team of certified professionals combines decades of experience with advanced technical expertise to provide strategic financial guidance tailored to each client's unique needs. We prioritize close, collaborative relationships, ensuring clients receive actionable insights that align with both immediate requirements and long-term objectives.Our commitment to continuous professional development and cutting-edge technology enables us to maintain high service standards while adapting to evolving regulatory landscapes. We measure success through our clients' financial stability and growth, supported by transparent communication and ethical practices that foster lasting trust.
Services
Tax Planning
Business Consulting
Estate Planning
Tax Resolution
Retirement Planning
Deferred Compensation
Trust Tax Preparation
Succession Planning
Financial Services
Corporate Compliance
Highlights and features
- We offer 30+ years of combined tax planning experience with certified professionals.
- Our team provides personalized attention from seasoned CPAs with technical expertise.
- We integrate tax strategy with business growth planning for holistic solutions.
- Our commitment to technology enhances traditional accounting service delivery.
- We maintain transparent communication with documented compliance and ethical standards.
Services
Tax Planning
Our tax planning services combine 30+ years of experience with strategic analysis to optimize tax efficiency while aligning with business growth objectives. We evaluate entity structures, transaction implications, and regulatory changes to develop customized tax-saving strategies. Our CPAs provide forward-looking guidance that balances immediate tax benefits with long-term financial goals.
Business Consulting
We offer comprehensive business consulting focused on improving profitability through operational analysis and financial strategy development. Our team identifies growth barriers, recommends process improvements, and creates actionable plans for sustainable business expansion. Services include succession planning, deferred compensation strategies, and merger/acquisition advisory.
Estate Planning
Our estate planning specialists provide trust tax preparation and succession strategies for individuals and business owners. We coordinate with legal professionals to implement revocable and irrevocable trust structures that minimize tax liabilities while ensuring smooth asset transitions. Services include estate tax return preparation and business continuity planning.
Tax Resolution
We represent clients in resolving federal and state tax disputes through official channels including offers in compromise and installment agreements. Our team handles penalty abatement requests, lien/levy releases, and audit representation while developing long-term compliance strategies to prevent future issues.
Retirement Planning
Our retirement planning services help individuals and businesses establish tax-advantaged savings vehicles. We assist with 401(k) plan design, IRA optimization, and personalized investment strategies to ensure financial security during retirement years while maintaining tax efficiency.
People
Sheldon J. Epstein
CPA
With extensive experience in tax planning and business advisory services, Sheldon J. Epstein provides strategic financial guidance to businesses and individuals. His expertise includes complex tax situations and long-term financial planning strategies.
Barry R. Friefeld
CPA CGMA
Barry R. Friefeld specializes in business consulting and financial strategy development. His CGMA designation reflects advanced expertise in management accounting and strategic business advisory services for growing companies.
Marina L. Ferrone
CPA
Marina L. Ferrone focuses on tax compliance and planning for individuals and small businesses. Her technical expertise ensures accurate tax filings while developing strategies for long-term tax efficiency.
Tommy P. McWilliams
CPA MTAX
Tommy P. McWilliams provides specialized tax advisory services with his Master of Taxation credentials. He develops comprehensive tax strategies that integrate with overall business objectives and financial planning.
Deborah A. Brandt
CPA
Deborah A. Brandt specializes in trust and estate tax preparation. Her experience includes complex trust structures and estate tax compliance for high-net-worth individuals and family businesses.
Questions
What accounting services do you offer for small businesses?
We provide business entity selection, tax planning, financial statement preparation, and succession planning tailored to small and mid-sized businesses.
How do you handle complex tax situations?
Our CPAs specialize in multi-state tax planning, alternative minimum tax strategies, and business transaction tax implications with 30+ years of combined experience.
What estate planning services are available?
We offer trust tax preparation, estate tax returns, and succession planning including revocable and irrevocable trust strategies.
Do you assist with tax resolution matters?
Yes, we represent clients in IRS negotiations, penalty abatement, installment agreements, and tax lien/levy releases.
What makes your firm different from other accounting practices?
Our boutique firm combines personalized service with technical expertise, focusing on strategic tax-business integration rather than generic compliance.
Are you prepared to help with the Corporate Transparency Act requirements?
While we don't prepare BOI reports, we provide advisory services to help businesses understand compliance obligations under the new regulations.
