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Jerry Schmit

Jerry Schmit, Jr., CPA, MST, is a partner on the firm’s tax team. He takes the time to help his clients by recognizing large-scope taxation opportunities and implications for their businesses. He works extensively with manufacturers, construction, and real estate entities. Jerry works with many entity types including partnerships, S Corporations and individuals. He assists clients in areas such as:

  • Tax planning and compliance for businesses and individuals
  • Partnership and LLC operating agreements
  • Complex income allocations
  • Strategic research and income tax projects
  • Multi-state income tax compliance
  • Tax analysis for merger and acquisition transactions

Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of Certified Public Accountants

Education

  • Bachelor’s Degree in Business Administration – Accounting, University of Wisconsin – Whitewater
  • Master’s Degree in Taxation, University of Wisconsin – Milwaukee
  • State and Local Tax (SALT) Certificate, University of Wisconsin – Milwaukee
  • Lean Six Sigma Green Belt Certified