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Jeffrey A. Schneider, EA (Enrolled Agent), NTPI Fellow, CCPS (Certified College Planning Specialist0 ,CDFA (Certified Divorce Financial Analyst) has been working in the field for well over 30 years, with clients throughout the country. He currently serves as the Vice-President of the Florida Society of Enrolled Agents, (FSEA), is a Graduate Fellow of the National Tax Practice Institute (NTPI) and is the Immediate Past President of the Palm Beach Chapter of the Florida Society of Enrolled Agents. He has been published in Tax Pro Quarterly (The National Association of Tax Professionals), The Collaborator (FL Bar Magazine) and the Treasure Coast Business Journal, as well as interviewed and quoted by the NAEA, NATP and by various other independent writers. Jeffrey has also taught Federal Taxes for the past several years at Palm Beach State College. Jeff is a total "sports fan" and hailing from New York, the Yankees are #1... Spring Training cannot come soon enough... and the games to begin!. Jeff also enjoys tennis, traveling, reading and listening to music and cooking.
Jeffrey Schneider,EA, becomes a Fellow of the NTPI
Local Professional Earns New Certified College Planning Specialist Certification
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Ali Schneider, President and Marketing Director has been with SFS for over 10 years and handles the back office administration, advertising and marketing, as well as some accounting work. In her capacity as Student Services Adviser, she assists students and their families in navigating the road to college planning and funding, coaching students with career assessment, helping the student find the "Best Fit" college and assisting them with the application process. Ali also serves as Executive Vice-President for the Florida Society of Enrolled Agents.
Ali de-stesses with Yoga, and watches almost as many Yankee games as Jeff and love attending Tampa Rays - Yankees games whenever possible. Go Yankees!!!! She enjoys gourmet cooking and can often be found watching Food TV. Reading, and traveling are high on her list of enjoyments. |
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Daniel (Dan) R. Tobiasz, Jr., Business Office Manager
Dan just recently joined us after he served as the Office Manager for an upscale assisted living facility. He has also been in the financial field for over twenty years. His background in business includes real estate, property management and construction bookkeeping gives him a wide variety of skills..
He has also served as a committee chairperson for the Realtor Association of Martin County and over the years has been a volunteer for many non-profit organizations.
Dan enjoys spending time with his two standard Poodles, Princess and Jewels and his life long partner, Randy. He loves to cook, entertain and travel and is a die hard Gator and Yankee fan., Go Gators!!!
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"Jeff and his team of professionals are timely, detailed, accurate, friendly, and economical. All the perfect traits for your tax professional to have."
Gary Sobczak, BG Capital |
Client Support
SFS Tax, Accounting & College Planning Services is in the business of helping people gain control over their financial lives, by reducing their tax burdens and protecting their net worth. All our efforts are designed to meet this end. As we strive to accomplish this, we base our actions on our governing values:
1. Make a positive impact on client’s lives. Our presentations and meetings go beyond being enjoyable and informative. They empower people to make meaningful financial changes in their lives.
2. Provide quality service. We are committed to quality service at a fair price. We do not strive to be the cheapest in town. We believe that it easier to explain price once, than to apologize for poor quality and poor service for the life of the relationship. Our services are competitively priced and quality based.
3. Serve the client. We are client driven, and in concert with our other values, we give our clients what they seek.
4. Practice teamwork. We consider all our employees and Professional Associates as members of our team. We recognize that each client, employee, or consultant has a unique contribution to the team effort.
These are our highest priorities. Meeting them will enable us to provide each client with the best long-term value in the marketplace and allow us to realize our mission..