Meet Alan…
How Alan got here
- Bachelor’s degree of Business Management from the University of South Dakota.
- 25 years of accounting experience serving small business owners and high-net-worth individuals.
- Joined the Rochester practice in 2023
How Alan approaches work
A collaborative team-based approach to meeting client needs.
Related Service Resources
Steps to Organize for Tax Preparation
As we approach the end of the year, Smith Schafer would like to help you reduce the stress related to filing taxes. It is important to organize your receipts, forms, and other documents well before tax time.
Year-End Payroll & Reporting Guide
Year-end is the time to finish out one year while planning for the next. As the end of 2021 approaches, we want to remind you of various payroll and Form 1099 related changes, as well as other items to consider when processing your year-end forms.
Reporting Deadline Approaching: Beneficial Ownership Information (BOI)
The filing deadline for BOI reporting is January 1, 2025 for entities formed prior to 2024. BOI information needs to be submitted to FinCEN by that date or entities may face penalties of $591 per day.