CULTIVATE SMART MONEY, LIVE ON YOUR TERMS

Our mission is to empower you to address your goals and pursue life on your own terms. We strive to help you grow, protect, and optimize your wealth through experienced planning and smart structuring, while identifying effective ways to increase your assets and reduce taxes.

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Tax-Intelligent Planning

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Business & Personal Wealth Maximization

Expert Accounting

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

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Tax Strategy

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

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Financial Planning & Consulting

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

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4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about important Social Security facts and what you should know as an investor.

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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

This testimonial was provided by a current client. It may not reflect the experience of other clients and does not guarantee future success or performance. There was no compensation given for the testimonial.