Tax
We help you navigate complex tax regulations with ease. From planning to compliance, we ensure your tax strategy aligns with your financial goals.
Your Trusted Financial Partner
At Schroeder CPA, we help businesses thrive by offering expert financial services tailored to your unique needs. Whether you need a fractional CFO, ongoing bookkeeping, or tax planning, our experienced team is here to provide the support you need to grow with confidence.
Tax · Accounting · Advisory
Welcome to Schroeder CPA
Managing your business finances doesn’t have to be stressful. We provide full-service accounting, tax compliance, and strategic consulting to help you stay on top of your financial game. Let us handle the details, so you can focus on what you do best: running your business.
Who We Work With
Owner-led businesses, growing companies that need CFO-level insight without a full-time hire, and individuals who want their taxes handled by someone who picks up the phone.
- CPALicensed in Wisconsin
- QuickBooksProficient bookkeeping
- Full-ServiceTax, accounting & advisory
Meet Our Team Chase & the Schroeder CPA team
Before we advise, we understand.
The Schroeder Difference
Most firms treat every client the same way. We start by learning how your business actually runs, then build tax, accounting, and advisory support around it, with one team you can reach year-round.
Accounting
Accurate financial records are the foundation of a successful business. We provide bookkeeping and reporting solutions to keep your finances on track.
Advisory
Make informed decisions with expert financial guidance. Our advisory services help you optimize operations, reduce costs, and drive growth.
Getting Started Is Simple
From your first call to a plan you can act on, here’s what to expect.
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01.
Reach Out
Call, or sign up through our secure TaxDome portal. We’ll follow up quickly to learn what you need.
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02.
Discovery Meeting
We review your books, prior returns, and goals so nothing gets missed and nothing gets guessed.
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03.
A Plan Built for You
You get a clear scope, whether that’s a tax strategy, monthly bookkeeping, or fractional CFO support.
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04.
Ongoing Support
Questions during the year? An IRS letter? We’re here, and we check in so you’re never surprised.
Expert guidance. Customized solutions.
Why Choose Schroeder CPA?
- Expert Guidance: professional financial advice at every stage of your business.
- Customized Solutions: services tailored to your specific business needs.
- Peace of Mind: we handle the numbers, so you don’t have to worry.
- Trusted Experience: QuickBooks proficiency and extensive industry knowledge.
Let Schroeder CPA be your financial partner. Contact us today to discuss how we can help your business succeed.
Certified Public Accountant, Wisconsin
Chase Schroeder holds a Master of Professional Accountancy and is an active member of Vistage Worldwide.
Client experiences
What Our Clients Say About Working With Schroeder CPA
★★★★★
“My wife and I have been doing our taxes with Schroeder CPA LLC for three years now. Chase has made the process very easy and has been there to answer any questions/concerns we have had. We had the IRS question one of our past returns. Chase supported us through the entire process, double checked all of the documents, checked in frequently, and helped us to resolve the issue at no extra cost. We recommend Schroeder CPA LLC to all of our family and friends!”
“Doing taxes with Chase has been a painless and easy process. He is very communicative with what he needs and quick to respond to any questions you may have. Tax season always used to be one more thing to stress over and with Chase I don’t think twice about it. He is great to work with and I highly recommend his services!”
“I’ve done my own taxes on Turbo Tax and also used other tax accountants in the past. If I could go back and have Chase prepare all my returns, I would in a heart beat. Chase’s dedication and thoroughness to his trade is world class.”
Frequently Asked Questions About Schroeder CPA
Do you work with individuals or businesses?
Both. We prepare individual returns and we support businesses with bookkeeping, payroll, tax planning, and advisory work.
What does a fractional CFO actually do?
A fractional CFO gives you executive-level financial insight without the full-time salary: forecasting, budgeting, cash-flow planning, and a second set of eyes on big decisions.
How do I send you documents?
Through our secure TaxDome client portal. New clients can sign up in a few minutes; returning clients log in with their existing account.
Do you work in QuickBooks?
Yes. We specialize in QuickBooks bookkeeping and can clean up, maintain, or take over your existing file.
What if I get a letter from the IRS?
Call us first. We review the notice, gather the documentation, and work through the response with you.
Where are you located?
We’re based in Oconomowoc, Wisconsin and serve clients across Lake Country and the greater Milwaukee area as well as businesses nationwide. Most of our work happens securely online through the client portal, so distance is never an issue.
