Schoelles & Associates Inc, a family-owned firm in North Florida, is on a mission to legally reduce tax liabilities for business owners, consultants, and investors. For over 40 years we have provided accounting and tax compliance services. Recommending tax savings ideas to our clients has been standard practice over the years. In 2013 we decided to focus on increasing our knowledge base to add to our tool box of ideas for reducing taxes. Our team keeps up to date through ongoing training to be sure we are on top of any new developments through tax law changes, tax court cases and IRS revenue procedures.
Taxpayers in the US are missing out on an average savings of $12,000 to $15,000 a year in tax savings.
Tax return preparation and accounting services are “reactive” – recording history and paying the taxes.
Tax planning is “proactive” - helping business owners, consultants, and investors to write their own history. With structure, positioning, and timing, your plan incorporates strategies crafted to maximize your savings.
Over the years upwards of $5 million have been saved for the small businesses we service. We enjoy meeting and working with people interested in using their resources to reach their business and personal goals. When will we get to meet you?
Pam Schoelles is an Enrolled Agent and strategic tax planner. She started the business with her mother over 40 years ago and enjoys working with her daughter and son-in-law, Carin and Tommy Daniels. In 2016 she was awarded the Certified Tax Coach Member of the Year by the American Institute of Certified Tax Coaches at their annual reunion in Sundance, UT.
She is known for her integrity and trustworthiness. She enjoys working with clients to proactively reduce their taxes and has saved more $2 million over the years. When she isn’t glued to a computer, she enjoys playing with her grandchildren, sewing, reading and visiting St. George Island on the Gulf Coast and the Smokey Mountains.
Carin Daniels is an Enrolled Agent, accountant and a Registered Tax Return Preparer. She has over twenty years of experience in her field. She is a key member of our family based firm. She takes pride in building client relationships and working closely with small business owners to help them reach their goals. She feels privileged to grow the firm alongside her mother and husband. The flexibility of a family business allows her to enjoy her two greatest accomplishments-her children. In her free time she enjoys laughing with her comedic husband, getting massages, and filling her life with color through her latest artistic endeavor.
Tommy Daniels Jr. is an enthusiastic professional specializing in Accounting and Tax Preparation, and proactive tax planning. While concentrating on strong relationships with his clients he has developed a reputation for his attention to detail while trying to add a sense of humor to the not so exciting world of accounting.
Starting his journey into accounting in 1998, he has worked hard to give his clients the consideration they deserve. In 2012 he earned the title of a Registered Tax Return Preparer (RTRP). He then moved forward in 2013 to becoming an Enrolled Agent (EA) with the IRS.
In his free time Tommy enjoys family and friends, playing music, fishing at the beach, and woodworking projects.
Tommy looks forward to his future with Schoelles and Associates and the prospects that lay ahead.
Suzanne Moore is an accountant with more than 30 years of experience in her field. She has a BA from USF and an MBA from FMU. She is planning to pursue her Enrolled Agent status. She enjoys learning new things and prides herself on accurate and efficient work.
She is also an amateur potter and loves to travel. She has visited multiple countries in Europe and Asia and even lived for a time in Canada. She dreams of one day traveling the world. In the meantime, her grandchildren are her greatest joy.
Candace Basilius was born and raised in Key Largo, a fourth-generation conch. While self-employed for the last 25 years in the Florida Keys, she held a 100-ton captains license and a real estate license. Candace was also the creator and race director for the Key Largo Bridge Run, raising money for charity and the community. She loves spending time with her two beautiful daughters and her four legged sidekick, Marshall. She and her husband of 32 years enjoy working with cattle on their farm in Lee.
Candace is looking forward to learning more about her new community, which she already loves, and making new friends.