SERVICES

WE ARE HERE TO SUPPORT YOUR FINANCIAL WELL-BEING.

Through close partnering with our clients, we are committed to timely, efficient, and proactive financial strategy.

SERVICES

How we can work together

We are committed to partnering with our clients to provide the highest quality professional services in a timely, efficient, and proactive manner.

Tax Planning & Consulting

We provide tax planning and consulting services for the following:

 

  • Individual and Business Year-End Tax Planning
  • Individual and Business Tax Projections
  • Individual and Business Tax Planning for
    Specific Transactions
  • Business Acquisitions and Dispositions
  • New Business Start-up or Dissolution
  • Retirement Plan Options
  • Real Estate Transactions
  • Governmental Audit Representation

Tax Return Preparation

We provide federal and state tax preparation services for the following:

 

  • Individual Tax Returns
  • Corporate Tax Returns
  • Partnership Tax Returns
  • Trust Tax Returns
  • Non-Profit Tax Returns
  • Estate Tax Returns
  • Gift Tax Returns
  • Property Tax Returns

Strategic Outsourcing

We also have qualified professionals that we refer for the following services:

 

  • Payroll
  • Bookkeeping
  • Financial Advisory / Wealth Management Services
  • Retirement Planning
  • Executive Coaching
testimonials

What Clients Say

  • For over a quarter of a century, I've had the privilege of working with Ron Sahmel and his outstanding team. Prior to engaging their services, managing my financial affairs was a complex and often stressful endeavor. However, since partnering with Ron, not only has the burden been lifted, but I've also seen tangible growth and stability in both my business and personal finances. Ron's firm stands apart for its exceptional blend of professional acumen and personalized care. They don't just manage your finances; they deeply understand your goals and work tirelessly to align their services with your aspirations. This client-centric approach, coupled with their comprehensive expertise, is what makes them a standout firm. What's made me happiest about working with Ron's firm is the sense of trust and confidence they instill. It's no surprise that every client I've referred to them has thanked me – Ron's firm is not just a service provider; they're a financial partner you can count on.

    Eric Berman, Entrepreneur, Business Owner

  • I've been a client of Sahmel & Associates for over 20 years now. In addition to helping me understand the ever-changing tax laws, Ron and his team guided me through a transaction where I sold my company to a public company. Their professionalism, insight, and friendship has made the difference in helping me learn to build generational wealth.

    Steven Cox, Entrepreneur, Business Owner

  • We have been with Ron for over 20 years. He understands the aspects of running a small business. Ron has been great in helping us navigate taxes and has helped us make good business decisions long before tax season. He has been a great assist on my personal taxes and has helped navigate estate taxes after inheritance. All the staff always answer my questions quickly and knowledgeably. Highly recommend Sahmel & Associates for any of your tax needs small or large.

    Michele Janak, Business Management