Dan Schultz · Louisville, Kentucky, United States
3
Services
Louisville, KY and surrounding areas
Service area
Schultz & Associates PLLC, located in Louisville, Kentucky, is a full-service accounting and tax firm serving individuals, business owners, and executives. The firm offers tax services including preparation, planning, and resolution of tax problems such as IRS audit representation and handling of tax liens and levies. Business services include small business accounting, audits, reviews, compilations, cash flow management, bank financing support, strategic business planning, succession planning, and new business formation. Personal services include individual tax preparation, personal financial planning, and estate planning. The firm also provides comprehensive QuickBooks services including setup, training, and optimization. Schultz & Associates emphasizes values-based service delivery, with firm information indicating dedication to underlying principles that guide client relationships. The firm maintains a client portal for secure document sharing and has established itself as a resource for the Louisville business community. With a focus on thorough service and responsiveness to client needs, Schultz & Associates positions itself as a partner in financial planning and tax optimization for both individuals and businesses seeking professional accounting guidance.
Dan Schultz
· CPA
Credentials: CPA
Languages: English
Serves: Louisville, KY and surrounding areas
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