Connecting Tax and Financial Services in Cohesive Strategies
Often, a financial advisor and tax professional are the two most trusted professionals in one’s financial life. At Schlumberger Accounting Services, Inc., our mission is to combine the two into one, serving as a one-stop resource for tax, accounting, audit representation, investment*, and financial services*. We are a full-service firm working with clients throughout Florida, whether they are business owners, working professionals, or individuals approaching or living in retirement.
As an independent firm, we are in a unique position: we can offer a wide array of services and products typically found at a large firm, but offer the personal care and communication of a small practice. We focus on building long-term client relationships by always striving to make clients feel welcome and part of the family.
Based in Crystal River, Florida, many of our clients are based in Citrus County. Whether you are focused on financial strategies for your business or tax planning for retirement income, contact us to learn more about how we may be able to help you.
*Investment and financial services are offered by Bob Schlumberger and Jennifer Jones through their affiliation with HD Vest.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
2017 Year in Review
Take a look at this 2017 Market Recap.
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Investors seeking world investments can choose between global and international funds. What's the difference?
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This calculator helps estimate your federal estate tax liability.
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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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