At Scheele and Company, CPAs, the focus is on transfer tax-related matters only: estates, trusts, and gifts.  This is the firm's specialty and its passion. 

   Scheele and Company, CPAs works with you, your attorney, your financial advisor, and your insurer to develop solutions that result in the lowest possible tax burden for your estate...while ensuring your very personal estate-related goals are carried out.

    The firm is devoted to researching and developing solutions unique to each client's situation, and listening carefully to individual desires and dreams when designing a suitable approach.  

    When individuals simply aren't able to plan ahead, or when existing plans are outdated, Scheele and Company, CPAs can assist executors by offering post-mortem techniques to improve outcomes for an estate's distribution.

    The firm's principal is a Certified Specialist in Estate Planning and a Certified Public Accountant, with a Master of Science in Accounting from the University of Colorado.  She continually pursues leading-edge education and technological solutions in the field of estate planning and taxation.

    If your attorney does not specialize in estate, trust, or gift taxation law, Scheele and Company, CPAs offers advice and direction with respect to these matters.  If s/he prefers not to prepare the necessary tax and accounting documents, the firm will prepare and file these documents accurately and timely, with an eye toward reducing your tax burden.   Scheele and Company, CPAs can also help you understand the sometimes complex language of related legal documents.
    
   Scheele and Company, CPAs can assist your financial advisor in understanding the complexity of Federal transfer tax statutes, their impact on your assets, and on the eventual distribution of these assets.

    Your insurer may play a role in ensuring your estate and gifting goals are met, and the firm can work with them to this end.

    Scheele and Company, CPAs also has a team of attorneys, financial advisors, and insurers who can assist you, should you wish.