Patrick Scheufler, An Accountancy Corporation is a CPA firm in Aptos, CA providing accounting, tax, estate planning, and business services with over 33 years of experience.
Patrick Scheufler, An Accountancy Corporation is a CPA firm located in Aptos, California. Founded by Patrick Scheufler in 1991 after working 10 years with two firms in Salt Lake City and the San Francisco Bay Area, the firm has over 33 years of accounting and taxation experience.
Patrick serves a large variety of clients ranging from high net worth individuals and families to entrepreneurs and business building wealth. The firm provides various tax services including estate tax returns, gift tax returns, fiduciary income tax, estate and trust administration, estate accounting, and non-profit tax returns. They collaborate closely with attorneys and investment advisors to help clients optimize financial and tax planning results. They are a member of Cal CPA and the AICPA.
Founded in 1991 with over 33 years of experience
CPA licensed in California
Member of Cal CPA and AICPA
Collaborates with attorneys and investment advisors
Serves high net worth individuals to entrepreneurs
Services
Personal Financial Planning
Comprehensive financial planning for individuals.
Personal financial strategy
Estate Planning
Estate planning services to help preserve and transfer wealth.
Estate strategyWealth transfer
Small Business Accounting
Accounting services for small businesses including financial reporting and analysis.
Financial reportingSmall business support
Payroll Services
Payroll processing and management services.
Payroll processing
Audits - Reviews - Compilations
Audit, review, and compilation services for financial statements.
Audit servicesReview servicesCompilations
Forensic Accounting
Forensic accounting services for investigation and litigation support.
Investigation supportLitigation support
Credentials & Certifications
Certified Public Accountant (CPA) - California
Cal CPA member
AICPA member
Reviews
Rating
4.3
★★★★☆
Reviews
6
Frequently Asked Questions
What services does Patrick Scheufler, An Accountancy Corporation offer? +
They offer personal financial planning, estate planning, small business accounting, payroll, audits-reviews-compilations, forensic accounting, cash flow management, bank financing, strategic business planning, succession planning, new business formation, non-profit organizations, tax preparation, tax planning, tax problems, and QuickBooks services.
Where is the firm located? +
The firm is located at 323 Spreckels Drive - Suite A, Aptos, CA 95003.
What is Patrick Scheufler's background? +
He founded the firm in 1991 after working 10 years with two firms in Salt Lake City and the San Francisco Bay Area. He has over 33 years of accounting and taxation experience and serves clients ranging from high net worth individuals to entrepreneurs.
What are the firm's core values? +
The firm's values are professionalism, responsiveness, and quality. They provide outstanding service through dedication to these principles.
4.3
