Schorner & Associates is a unique Vero Beach-based legal and financial practice that combines the expertise of an estate planning attorney with the precision of a certified public accountant. This dual-qualification, held by James A. Schorner, a member of the American Association of Attorney-CPAs, allows the firm to offer an integrated, visionary approach to tax and estate law that stands out from traditional practices.
The firm operates with a forward-looking, strategic focus on proactive tax planning to help clients’ financial futures. It concentrates on providing comprehensive estate and income tax planning services for individuals and closely held corporations, supported by extensive experience in probate and IRS representation. Through its affiliate, Offutt Barton Schlitt, the firm also offers complementary accounting and financial management services to provide a holistic solution for its clients.
Services Offered
- Estate Planning
- Wills and Trusts
- Trust Administration
- Probate
- Income Tax Planning
- Tax Return Preparation
- Representation Before the Internal Revenue Service (IRS)
- Accounting Services (through affiliate Offutt Barton Schlitt)
- Cash Flow Management (through affiliate Offutt Barton Schlitt)
- Bookkeeping
