Thank you for reaching out! We specialize in guiding individuals with sophisticated tax matters in reducing their tax obligations and growing their personal wealth by delivering exceptional tax, accounting and advisory services. We are proactive, not reactive. 

Completing our Data Request Form is a crucial step in ensuring that we provide tailored and effective tax and accounting services. By gathering some information about your financial situation and business operations upfront, we can identify potential tax-saving opportunities, streamline your accounting processes, and ultimately, help you maximize your financial success in a clear and straightforward manner.

At Scher Group, we prioritize building strong, mutually beneficial relationships with our clients. We do accept new clients on a case-by-case basis, ensuring that the fit is right for both of us. To provide you with a seamless experience, we have specific guidelines in place for communication and expectations: 

• Efficient communication via our cloud-based portal:  Our portal permits 24/7/365 immediate & auto-encrypted access to tasks, documents, files, and secure communication with email and text notifications. Your data is always available and retrievable from any location. You agree to communicate with us via our portal.
• We are a Deadline-Intensive Company:  Due to our fiduciary responsibility to you, we provide clear deadlines for submission of information to us. You agree to follow our deadlines so we can timely prepare and submit complete and accurate tax filings. 
• Video meetings:  We place a HIGH VALUE on your time. With any PC or mobile device, you can see, hear, and conference with us in real time. You agree to meet with us via phone or video.

You can view our Guidelines here: Onboarding Guidelines (will open in a new tab)

Once you hit Submit, a member of our team will review your information and determine if you are a good fit for our services. 

If it looks like a good fit, we will reach out to you to schedule a discovery meeting. During this meeting, we'll discuss your specific requirements and gather the necessary information to better understand your unique situation. Once we've received all the requested information, we'll schedule a conclusion meeting. In the conclusion meeting, we'll present a tailored proposal and discuss the next steps to address your needs effectively. 

You can view our agendas here: Meeting Agendas (will open in a new tab)

Feel free to jot down any initial thoughts or information you'd like to share ahead of our discovery meeting. We are here to make this process as straightforward and productive as possible.

If this sounds good, just hit “Submit.”  We'll be in touch!