Our Mission

We help you build, protect, and retain your assets through optimal planning, structuring, wealth creation, and tax minimization strategies. We help you to live your life on your terms by planning for and enjoying retirement, as well as, transferring wealth as desired, giving back, and positively impacting others.

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Tax-Intelligent Planning

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Business & Personal Wealth Maximization

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Accounting

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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Tax

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Financial Services & Consulting

We strive to build long-lasting relationships with our clients, offering education and guidance.

more about our approach

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The Business Cycle

How will you weather the ups and downs of the business cycle?

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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RESOURCES

Our goal is your success. Below are some resources to help you have a successful financial future.

ARTICLES

A collection of handpicked articles.

CALCULATORS

Calculate elaborate financial decisions with total calculation.

VIDEOS

Even more videos to enjoy.

PRESENTATIONS

Managing your money involves more than simply making and following a budget.

"We started using LongSchaefer a while back, Mike, Brandon & Team are great to work with! We highly recommend this CPA!"

- Paola

"I have been a client of LongSchaefer for many years. They have always been professional and have addressed any questions or issues immediately and with the highest quality responses. I would highly recommend them for anyone who needs advice."

- Judy

"Been going to LongSchaefer since 1977 and have gotten nothing but first class service and would highly recommend them to everyone."

- Dennis

"Jenny, Jonathan, Mike L, and Mike W are the best! Should have used their services since day 1."

- Nick

"This firm has helped my parents through many situations, allowing my parents the freedom they want while also helping them to save for my sister's and my own education. I don't know what my family would do without LongSchaefer!"

- Justin

CULTIVATE SMART MONEY