PAM SCHOELLES

Certified Tax Coach, Tax Planning, Wealth Management

Tallahassee, Florida

Meet Pam ~

 

Pam is an Enrolled Agent with IRS and has been a member of the National Association of Tax Professionals for about 30 years. She began the business from her home in 1975 as a way to provide income without having to be away from her family.  Since her children and business have grown, Pam has established an office centrally located to Madison's Downtown business district.  Her goal is to treat each of her clients in a way that makes them feel comfortable and at ease.

 

In October of 2013 she achieved the Certified Tax Coach designation and is excited to work with clients in a new direction.  She likes to focus on planning to reduce clients' tax liability by looking for missed opportunities.  When these are found, she reviews over 100 tax laws to see what can be used to benefit the client.  This can include education, business structure, positioning, timing, and qualifying for certain deductions or credits.  These can add up to MAJOR savings.

Emphasis:
Tax Planning
Wealth Management
Asset Management

2010 - present

2010 - present