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.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The recent market drop is an important reminder of why it's important to take a long-term view.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Even low inflation rates can pose a threat to investment returns.
How do the markets usually react to elections? Was the 2016 election any different?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Are you ready for retirement? Here are five words you should consider.
A special needs trust helps care for a special needs child when you’re gone.
That big list of dreams and goals isn't the only way to look at your bucket list.