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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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Lifestyle considerations in creating your retirement portfolio.
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Federal estate taxes have long since been a lucrative source of funding for the federal government.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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Use this calculator to estimate your capital gains tax.
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Estimate how much income may be needed at retirement to maintain your standard of living.
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