Business Details
9 Years
experience
Your Trusted Accounting Partner in Fairview
At Schmaltz & Company & Company, we are committed to delivering comprehensive accounting and tax solutions tailored to the unique needs of businesses and individuals. With decades of combined experience, our team of certified professionals provides expert financial statement compilation, review engagements, and bookkeeping services designed to ensure accuracy and compliance. We maintain a proactive approach to tax planning, leveraging our deep understanding of evolving legislation to minimize liabilities while maximizing strategic opportunities. Our services extend beyond traditional accounting to include business advisory support for critical life events such as business acquisitions, asset protection, and cash flow management. We prioritize timely service delivery, emphasizing clear communication and personalized guidance to help clients achieve long-term financial success.Our firm's dedication to quality is reflected in our meticulous attention to deadlines, ensuring all filings meet regulatory requirements without compromising accuracy. By combining technical expertise with a client-centered philosophy, we position ourselves as trusted partners in navigating complex financial landscapes. Our team's certifications, including Chartered Accountant (CA) and Certified Public Accountant (CPA) designations, underscore our commitment to professional excellence. We serve clients across Fairview and surrounding regions, offering both in-person and remote support to accommodate diverse needs. Through consistent service delivery and ethical practices, we strive to build lasting relationships grounded in transparency and mutual trust.
Services
Accounting Services
Taxation Services
Business Advisory
Financial Statement Compilation
Tax Planning
Bookkeeping
Estate Tax Services
Corporate Tax Filing
Details
- Year established: 2017
Highlights and features
- Our team holds prestigious CA and CPA certifications ensuring professional excellence
- We provide proactive tax planning to minimize current and future liabilities
- We offer comprehensive business advisory services for major life transitions
- We guarantee timely filing with strict adherence to March 15th and April 15th deadlines
- We combine technical expertise with personalized financial guidance for optimal outcomes
Associations and certifications
- Chartered Accountant (CA)
- Certified Public Accountant (CPA)
Services
Accounting Services
Our accounting services encompass financial statement compilation, review engagements, and bookkeeping tailored to business needs. We ensure accurate records for monthly, quarterly, and annual reporting while maintaining compliance with accounting standards. Our team provides limited assurance reviews to verify financial statements conform to accepted principles.
Taxation Services
We offer comprehensive tax preparation for corporations, individuals, and estates while maintaining current knowledge of tax legislation. Our services include strategic planning to minimize liabilities, deadline management, and assistance with complex tax situations including business transitions and estate planning.
Business Advisory
Our advisory services support clients through business acquisitions, start-ups, and financial restructuring. We provide expert guidance on asset protection, debt management, and cash flow forecasting to help businesses navigate critical growth phases and life transitions.
Financial Statement Compilation
We prepare financial statements in notice-to-reader format using client-provided information. This service delivers accurate, organized financial records for internal decision-making and external reporting requirements while maintaining strict adherence to accounting standards.
Tax Planning
Our tax planning services focus on minimizing current and future liabilities through proactive strategies. We analyze individual and business circumstances to develop customized plans addressing estate considerations, investment strategies, and long-term financial positioning.
People
Wendy Schmaltz
Partner
Certified Chartered Accountant and CPA with extensive experience in business advisory and tax planning. Specializes in supporting local businesses through financial transitions while maintaining compliance with regulatory standards.
Tannis Gnam
Partner
Experienced CA and CPA professional focusing on corporate tax compliance and financial statement reviews. Provides strategic guidance to businesses on tax optimization and long-term financial planning solutions.
Amanda Klemchuk
Accounting Technician
Skilled accounting technician managing bookkeeping and data processing tasks. Ensures accurate financial records for clients while supporting the team with monthly and quarterly reporting requirements.
Delayna Lund
Accounting Technician
Experienced technician specializing in financial data management and tax document preparation. Provides technical support for corporate and personal tax filing processes.
Paige Hammerschmidt
Office Manager
Coordinates office operations and client communications while managing administrative processes. Ensures efficient service delivery through effective resource organization and team coordination.
Questions
What accounting services do you offer?
We provide financial statement compilation, review engagements, bookkeeping, and data processing services tailored to business needs.
How do you handle tax planning for clients?
We analyze individual and business circumstances to develop customized tax strategies that minimize liabilities and optimize financial positioning.
What business advisory services are available?
We support clients with business start-ups, acquisitions, asset protection, debt management, and cash flow forecasting solutions.
What are your tax filing deadlines?
We require farm/business information by March 15th and all tax documents by April 15th to ensure timely filing.
Do you offer specialized estate tax services?
Yes, we assist executors with final tax returns, estate returns, and related compliance requirements.
