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Products and Services

At Rooney, Schmidt and Associates, we provide assistance in the following areas:

Tax Preparation and Accounting


  • Representation Before The IRS and State/Local Taxing Authorities
  • Individual Tax Preparation and Planning
  • Corporate & Partnership Tax Preparation
  • Sales & Payroll Tax Preparation
  • Business Start Up, Counsel and Corporate Issues
  • Small Business Accounting Services
  • Trust, Gift and Estate Tax Preparation

Investments*


  • Brokerage Accounts
  • Individual & Business Retirement Plans
  • Educational Savings Accounts & 529 Plans 
  • Direct Mutual Fund & UIT Accounts
  • Fixed Income & CD Accounts
  • Variable Annuities 

Financial Planning*


  • Retirement Plan Review & Design 
  • Education Fund Planning
  • Estate & Risk Management Planning
  • Asset Allocation
  • General & Specific Issue Consultation

*Thomas M. Rooney offers these services through his/her affiliation with H.D. Vest Investment Services (SM )and H.D. Vest Advisory Services (SM)



Insurance


  • Term & Permanent Life Insurance
  • Annuities
  • Long Term Care Insurance
  • Disability Income Protection
  • Group Benefits & Health Plans