mschafer@ritzholman.com • 414-390-1173

Michael Schafer’s Areas of Expertise

• Tax & Accounting Services
• Individual Taxation
• Business Taxation
• Tax Planning

Biography

Michael Schafer, CPA, Tax Manager, is a CPA professional with over 7 years of specialized experience providing tax services to individuals, partnerships, S-Corporations and C-Corporations. He concentrates his practice on:

• Preparing and filing complex tax returns on behalf of clients
• Compiling supporting financial statements and documents
• Preparing tax provisions schedules, returns, payments, and reports
• Finding tax solutions to complicated tax issues
• Finding errors from incorrect tax filings
• Providing assistance with federal and state tax notices
• Making sure that clients comply with federal, state and local tax regulations
• Accurately prepare quarterly and annual tax reports
• Creating budget and revenue forecast reports
• Reviewing returns prepared by interns and staff accountants
• Performing tax research, staying up to date on changes
• Establishing relationships and building trust with clients
• Serving as a coach in the RitzHolman Coaching Program
• Training tax team members on firm and industry tax standards

Affiliations

• American Institute of Certified Public Accountants (AICPA)
• Wisconsin Institute of Certified Public Accountants (WICPA)

Education

• Bachelor Degree in Accounting & Finance, Kent State University

Certifications

• Certified Public Accountant (CPA)

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