Question 1

What is the company's mission?

Accepted Answer

The company's mission is to provide high-quality accounting, tax planning, and business consulting services to its clients. By merging with Point CPA, the company aims to offer greater depth of expertise and resources to support its clients' success.

Question 2

What services does the company offer?

Accepted Answer

The company offers a wide range of services, including business accounting assistance, tax planning and preparation, financial statement preparation, payroll services, strategic planning, business start-up support, litigation support, and fraud examination. On the personal side, the company provides tax planning and preparation, retirement planning, estate and wealth planning, and financial consulting.

Question 3

How can I access my client portal?

Accepted Answer

To access your client portal, you can log in to your account through the secure link provided on the company's website. This will take you to the NextGen client portal where you can manage your account and access various services.

Question 4

How can I check the status of my tax refund or amended return?

Accepted Answer

The company provides links on its website that allow you to check the status of your tax refund or amended return directly with the IRS. These links will take you to the relevant IRS pages where you can enter the necessary information to track the status of your refund or amended return.

Schmitz-Holmstrom, LLP

Company Overview

Company Name

Address

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Established

About Schmitz-Holmstrom, LLP

Frequently Asked Questions about Schmitz-Holmstrom, LLP

What is the company's mission?

What services does the company offer?

How can I access my client portal?

How can I check the status of my tax refund or amended return?

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