CPA, PLLC, Tax & Accounting Services
At Schroedel & Co. CPA PLLC, we offer a digital-first approach with the convenience of a secure, paperless environment without sacrificing the one-on-one expert guidance you deserve.
We specialize in serving:
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Real Estate Investors: Navigating 1031 exchanges, depreciation, and rental properties.
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Small Business: S-Corp optimization, cash flow, and tax compliance.
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High-Income W2 Earners: Implementing advanced strategies to reduce your effective tax rate.
From precise tax preparation to proactive year-round planning and full-service accounting, we provide the clarity you need to keep more of what you earn.
Experience the future of accounting. Book your consultation today!
Our Services
We take pride in delivering a white-glove client experience, ensuring you receive attentive, expert support every step of the way. Our mission is to empower clients through tailored strategies and informed guidance designed to meet their unique financial goals.
Tax Preparation and Tax Planning in Raleigh
While we serve clients virtually, we are proud to provide expert tax preparation and planning to the Raleigh community. We offer comprehensive year-round support—not just during tax season—to ensure you remain compliant while minimizing your total tax liability through strategic foresight. Our process is streamlined and transparent, with client service at the core of every return we prepare. We tailor our approach to your specific needs and goals.
Experienced Real Estate Tax Accountant
We help investors maximize their ROI by navigating the complexities of the tax code. From coordinating 1031 exchanges to implementing cost segregation and depreciation strategies for rental portfolios, we ensure your real estate investments are structured for maximum tax efficiency.
Advanced Tax Mitigation Strategies for High Earners
High-income W2 earners often face the highest tax brackets with the fewest deductions. We specialize in proactive tax mitigation, implementing legal strategies to reduce your effective tax rate. We move beyond simple preparation to create a year-round roadmap that protects your wealth.
Your Dedicated Virtual CPA for Small Businesses
Experience the convenience of a digital-first accounting firm. We provide cloud-based tax and financial solutions for entrepreneurs across the country. We specialize in S-Corp optimization and proactive tax planning, giving you the high-level guidance of a traditional CPA with the flexibility of a paperless, virtual environment.
Precision Small Business Bookkeeping Services
Clean books are the foundation of a successful business. Our full-service bookkeeping ensures your daily transactions are reconciled, your cash flow is tracked, and your financial statements are always tax-ready. We take the administrative burden off your plate so you can focus on scaling your business.
Professional IRS Resolution & Audit Representation
Dealing with the IRS can be overwhelming, but you don't have to face them alone. As a CPA we provide professional representation to resolve back taxes, tax liens, and IRS audits. We specialize in negotiating Offers in Compromise, Installment Agreements, and Penalty Abatements to protect your assets and restore your peace of mind. Our digital-first approach ensures that all documentation is handled securely and efficiently, providing you with a clear path toward tax relief.
How We Work
Tell us how we can support you through our web-based submission.
Schedule an appointment with our CPA to evaluate your individual or business needs.
Decide which solution and level of service is right for you.
Why Choose Us
Maximizing Refunds
Stress-Free Tax Season
Efficient Filing
Tailored Solutions
Personal Relationship
Ongoing Support
Evan Schroedel, CPA
Evan Schroedel, CPA (N.C. License #40415), is the firm’s founder and a seasoned Certified Public Accountant based in Raleigh, North Carolina. Originally from Ohio, Evan earned both his Bachelor's and Master's degrees in Accounting from Miami University and the University of Arizona. His professional background includes roles with leading multinational public accounting firms, consulting organizations, and Fortune 500 companies—primarily focused on compliance and strategic advisory.
Evan specializes in individual tax strategy and comprehensive business services. Known for his responsiveness and clear communication, he excels at translating complex financial and tax concepts into practical, relatable insights for his clients. His approach is centered on fostering long-term, trusted relationships with those he serves.
Proudly Based in Raleigh, NC.
Serving Clients Everywhere.
FAQs
1. What types of clients do you work with?
We work with individuals, small businesses, corporations, and nonprofits. Whether you're a sole proprietor, a growing startup, or a seasoned enterprise, we tailor our services to fit your specific needs.
2. What tax services do you offer?
Our services include tax preparation, tax planning, IRS representation, estimated tax payments, year-end tax projections, and business structure consulting.
3. How are your fees structured?
Our fees vary depending on the complexity and scope of work. We provide transparent, upfront pricing and offer differing levels of service from just the basics to an all-encompassing solution.
4. Can you help me if I’ve received a notice from the IRS?
Absolutely. We regularly assist clients with IRS notices and audits. We’ll review your situation, communicate with the IRS on your behalf, and work toward a resolution that protects your best interests.
5. Do I need to meet with you in person?
No. While we’re always happy to meet in person, we also offer virtual consultations and secure digital communication. This makes it easy to work with us from anywhere.
6. How can tax planning help me or my business?
Proactive tax planning helps minimize liabilities, avoid surprises, and align your tax strategy with your financial goals. We identify opportunities for deductions, credits, and entity restructuring when appropriate.
7. What documents do I need to get started?
Typically, you’ll need prior-year tax returns, income documents (e.g., W-2s, 1099s), expense records, investment and retirement account statements, and any correspondence from the IRS. We’ll provide a checklist once we begin working together.
8. Are you available year-round?
Yes. Unlike seasonal preparers, we are available year-round to provide support, answer questions, and guide you through important financial decisions as they arise.
9. Do you offer support for new business formation?
Yes, we help entrepreneurs choose the right business structure (LLC, S-Corp, etc.), file necessary documents, and set up accounting systems for long-term success.
10. How do I schedule a consultation?
You can schedule a consultation through our online contact form, give us a call, or email us directly. We look forward to learning how we can help you.