At Schlosser, Fleming & Associates, Ltd. we work with healthcare professionals, small business owners, and high net worth tax payers. We help them view their financial pictures from all angles. Our professionals expose financial perils that threaten individuals’ financial futures, address how to mitigate those perils, and educate them on how tax and accounting management can be utilized to reap multiple benefits. This work allows our clients to enjoy a life of increased use and enjoyment of assets, reduced tax implications, and easier accounting management.
Some questions we commonly help our clients navigate include:
We are a small firm with institutional-level support and provide our clients with the best of both worlds — professionals dedicated to your success and who intimately understand your situation and access to the country’s top investment vehicles and support.