Business Details
50+ Years
experience
Trusted Accounting & Tax Services in White Plains, NY
Founded in 1913 by Maxwell Shmerler & Co, CPAs & Co, CPAs, our firm takes pride in over a century of delivering comprehensive accounting, tax, and consulting services. As a peer-reviewed Certified Public Accounting firm, we combine deep expertise with personalized attention, ensuring clients receive tailored solutions for their unique needs. Our team of seasoned professionals specializes in financial statement preparation, tax planning, audits, and technology consulting, serving businesses, individuals, and nonprofits nationwide.With three generations of family leadership and a commitment to remaining medium-sized, we prioritize direct partner-level engagement, fostering long-term relationships built on trust and accessibility. Recognized by the AICPA Quality Review Committee, we continuously adapt to evolving tax laws to minimize liabilities and maximize client success. Our dedication to excellence, combined with a focus on innovation and client-centric service, solidifies our reputation as a trusted financial partner.
Services
Tax Planning
Financial Statement Preparation
Payroll Services
Estate Planning
Audits
Bookkeeping
Retirement Planning
Technology Consulting
Nonprofit Accounting
Business Start-Up Guidance
Details
- Year established: 1913
Highlights and features
- We offer over 100 years of experience in accounting and tax services.
- Our firm provides personalized partner-level attention to every client.
- Three generations of family leadership ensure deep institutional knowledge.
- We combine traditional accounting expertise with technology consulting services.
- Recognized by the AICPA Quality Review Committee for service excellence.
Associations and certifications
- AICPA
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic deductions, credits, and compliance strategies. We analyze financial situations to optimize tax outcomes while ensuring adherence to federal and state regulations. Clients benefit from proactive planning that aligns with long-term financial goals.
Financial Statement Preparation
We prepare accurate financial statements including balance sheets, income statements, and cash flow reports. Our compilation services ensure transparency and reliability for stakeholders, investors, and regulatory bodies. This foundational service supports informed business decision-making and compliance requirements.
Estate Planning
Our estate planning services assist clients in managing asset distribution through trusts, wills, and tax-efficient strategies. We work closely with retirees and business owners to create customized plans that protect wealth and ensure smooth transitions for beneficiaries.
Technology Consulting
We offer technology consulting to integrate accounting software, enhance data security, and streamline financial processes. Our team provides guidance on systems like QuickBooks Online and Microsoft Server to improve operational efficiency for modern businesses.
Nonprofit Accounting
Specialized accounting for nonprofits includes audits, internal control analysis, and compliance reporting. We help organizations maximize resources while meeting regulatory requirements, ensuring financial sustainability for mission-driven entities.
People
William A Shmerler
Senior Partner
Third-generation CPA leading the firm with expertise in tax strategy and financial planning. Committed to maintaining the legacy of personalized service established by his predecessors.
Ford Levy
Partner
Experienced CPA specializing in audit services and business consulting. Focuses on delivering strategic growth solutions while upholding the firm's commitment to excellence.
Jack Krause
Senior Audit Manager
Certified public accountant with decades of experience in audit management and regulatory compliance. Ensures rigorous quality control across all client engagements.
Christina Ottusch
Senior Accountant
Skilled accountant providing detailed financial reporting and tax preparation services. Specializes in supporting both corporate and individual clients with precision and clarity.
Al Ziegler
Senior Accountant
Experienced CPA offering comprehensive accounting solutions, including payroll management and business start-up guidance. Known for client-focused problem-solving and technical expertise.
Questions
What services does Maxwell Shmerler & Co, CPAs & Co, CPAs & Co, CPAs offer?
We provide tax planning, financial statement preparation, audits, payroll services, estate planning, and technology consulting for businesses and individuals.
How does the firm ensure personalized service?
By maintaining a medium size, we guarantee direct partner-level engagement and tailored solutions for each client's unique needs.
What industries do you specialize in?
We serve diverse sectors including nonprofits, startups, manufacturing, and service-based businesses across the United States.
How does the firm stay updated on tax law changes?
Our team continuously monitors evolving regulations to ensure compliance and optimize tax-saving opportunities for clients.
Can the firm assist with business start-ups?
Yes, we provide entity selection guidance, budget planning, and location strategy for new businesses.
