SCHAFER FINANCIAL SERVICES | TAX RETURN PREPARER NEAR ME IN NW INDIANA | INVESTMENT ADVISING OFFICE NEAR ME IN VALPARAISO
CPA Tax Preparation & Personalized Financial Guidance
Accurate tax preparation with thoughtful financial planning to help you stay compliant and plan ahead. Our combined tax and investment approach provides clarity, strategy, and ongoing support for every stage of your financial life. Proudly serving individuals, families, and small businesses across Northwest Indiana and Chicagoland.
Our Services
Our comprehensive CPA services go beyond tax preparation. We deliver coordinated tax, investment, and retirement planning solutions designed to build long-term wealth.
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File with confidence knowing your taxes are accurate, optimized, and fully compliant
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Strategic tax preparation and planning designed to help your business navigate complex tax laws
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Multi-state taxes don’t have to be complicated — we handle the rules, reduce double taxation, and make sure you only pay what you truly owe
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Customized portfolio management aligned with your goals, values, and long-term vision
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A complete financial plan covering investments, taxes, retirement, and beyond