Seated: Carie Pace and Vivienne K. Schleu; Standing: Saul Lipson, Paul Moody, Olga Ellington, Jerry Pepper, Tiffany Cohen, Brooke Pace, Claire Hart, Jessica Lau, Liz Jollif and Alexis Jansen
Tax & Accounting Advisory Firm
As the saying goes, teamwork makes the dream work. When small businesses hire Alpina Tax & Accounting Services, LLC, they can count on an entire team of seasoned professionals to go to
Alpina Tax has a staff full of power players with a combined 148 years of experience in accounting. The team is comprised of controller and tax manager Carie Pace, who is a part-owner and runs the show with majority owner and director Vivienne K. Schleu, CPA, as well as one CPA, three enrolled agents, several senior tax professionals and four staff accountants and administrative support. Together, they completed a whopping 3,700 tax returns last year.
“Alpina Tax & Accounting Services is a full-service tax and accounting advisory firm,” says Schleu. “We work with our clients and help them create wealth through tax savings and investment management. We do tax-efficient planning for them, as well as investing.”
Tax-efficient planning consists of finding strategic ways to pay the least amount of taxes as required by law. This can be accomplished through maximizing tax deductions, retirement planning, charitable giving and other business-related strategies.
Alpina Tax & Accounting Services doesn’t just correspond with clients once per year during tax season. They offer an annual advisory service, which allows clients to reach them year-round for all their tax and accounting needs for one flat rate.
Throughout the year, the Alpina Tax team is busy staying abreast of the latest tax laws, rules, and regulations by attending continuing education classes.
“Every time these politicians change the rules, we know that it’s employment security for us because they make it that much more complicated,” jokes Schleu. “It takes a team of people to do the job.”
Now is the ideal time to meet with your accountant or tax professional for advice on the current tax season and plan for the current year.
“You want to look ahead and plan ahead so you can be the most efficient and save the most in taxes,” Schleu advises.
Although Alpina Tax focuses on small businesses and investment consulting, they also provide individual tax services as part of their full-service tax and advisory offerings.
Alpina Tax & Accounting Services, LLC, 4171 W. Hillsboro Blvd., Ste. 4, Coconut Creek, 954-755-5007, AlpinaTax.com
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