J Schaeffer & Company LLC

Overview

At J Schaeffer & Company LLC, we provide comprehensive accounting services tailored to meet the unique financial needs of our clients in Reading and surrounding areas. As a certified public accountant (CPA) firm, we pride ourselves on delivering exceptional service grounded in professionalism and personal attention. With over three decades of experience, we are dedicated to guiding individuals, families, and businesses through the complexities of tax compliance, estate planning, and wealth management. Our commitment to excellence ensures that our clients receive the highest standard of care, allowing them to navigate their financial landscapes with confidence.

Services/Products

Our firm offers a diverse array of accounting services designed to support our clients' financial goals and ensure compliance with tax regulations. Our key offerings include:

• Tax Preparation: We specialize in individual tax preparation, estate planning, gift, and trust compliance. Our meticulous approach helps clients maximize their tax benefits while ensuring adherence to the latest regulations.

• Family Wealth Management: Understanding the evolving trends that impact financial health, we provide comprehensive family wealth management services. Our expertise encompasses multigenerational wealth transfers, tax management strategies, and philanthropic planning, enabling families to preserve and grow their wealth over time.

• Consulting Services: We offer expert consulting for high-net-worth individuals, families, and local attorneys. Our resources assist clients in navigating complex tax planning and compliance challenges, ensuring they make informed financial decisions.

• Private Foundation Reporting: Our firm assists private foundations with the application for tax-exempt status, annual filings, and ongoing compliance. We also help manage significant events throughout the foundation's lifecycle, ensuring smooth operations and adherence to legal requirements.

Experience/History

Founded by Jayne Schaeffer, a highly respected CPA with over 34 years of experience in public accounting, J Schaeffer & Company LLC has built a reputation for excellence since its inception in 2017. Jayne's journey in accounting began after earning her Bachelor of Science in Accounting from Albright College in 1984. She advanced through regional public accounting firms, becoming a partner and earning her CPA designation in 1996. Jayne is also a distinguished recipient of the AICPA's Personal Financial Specialist (PFS) designation.

Throughout her career, Jayne has prioritized building strong partnerships with other professionals, including financial advisers and attorneys. This collaborative approach allows us to meet the diverse needs of our clients, ensuring they receive comprehensive support across all aspects of their financial lives.

Location/Service Area

Conveniently located in the Spring Ridge Office Park at 14 Commerce Drive, Suite A, Wyomissing, PA, J Schaeffer & Company LLC serves clients in Reading and the broader Berks County area. Our strategic location allows us to easily connect with individuals and businesses seeking expert accounting services. We are committed to fostering strong relationships within our community, making our services accessible to those who need them most.

Special Features

What sets J Schaeffer & Company LLC apart is our unwavering commitment to client satisfaction, personalized service, and community involvement. Our founder, Jayne Schaeffer, exemplifies the values of professionalism and mentorship, having dedicated years to nurturing the next generation of accountants. This commitment to excellence is reflected in our approach to service, where we prioritize understanding our clients' unique financial situations and providing tailored solutions.

Additionally, our extensive community involvement speaks volumes about our dedication to making a positive impact. Jayne has volunteered with organizations such as the United Way, Reading Musical Foundation, and the American Red Cross, demonstrating her commitment to giving back. This community focus not only enriches our firm but also enhances our understanding of the local landscape, allowing us to better serve our clients.

Choose J Schaeffer & Company LLC for your accounting needs and experience the difference that personalized service, expertise, and a strong commitment to community can make in achieving your financial goals.