About J. Schaefer & Company LLC
<p>Founded in 1991 by Jayne Schaeffer, CPA, J. Schaefer & Company LLC works with high net worth individuals, families, and local attorneys on tax planning and reporting needs.</p> <p>Headquartered in Cleveland in Northeast Ohio, the firm focuses on tax compliance and planning tied to personal and family wealth matters. Its work includes preparing individual returns and coordinating planning around estates, gifts, and trusts.</p> <p>J. Schaefer & Company also handles annual reporting for private foundations and provides family wealth management consulting. The differentiator is its mix of individual and family-office style tax work plus ongoing support for attorneys managing client matters.</p> <p>While listed in our directory of <a href="/retirement-plans">retirement plan providers</a>, this firm’s services are primarily tax-focused rather than retirement plan audits.</p> <ul> <li>Individual tax preparation and compliance</li> <li>Tax planning for estates, gifts, and trusts</li> <li>Annual private foundation reporting</li> <li>Family wealth management consulting</li> </ul>
Website: https://www.jayneschaeffercpa.com/
Founded: 1991
Office Locations
- Cleveland, OH (Headquarters)
- Cleveland, OH
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 11
- Total AUM Audited: $231.4M
- 401(k): 11 plans, $231.4M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| TEAMSTERS UNION LOCAL NO. 52 PENSION FUND | BOARD OF TRUSTEES, TEAMSTERS UNION LOCAL NO. 52 PENSION FUND, OH | $110M | 91 |
| RETIREMENT BENE PLAN CLEVELAND NEWS&MAG DRIVERS, CHAUFFEURS & HANDLERS UNION LOCAL 473 | BOARD OF TRUSTEES OF NEWSPAPER PUBLISHERS & NEWSPAPER DRIVERS, OH | $80M | 25 |
| TEAMSTERS LOCAL UNION NO. 73 PENSION PLAN | TRUSTEES OF TEAMSTERS LOCAL UNION NO. 73 PENSION PLAN, OH | $26M | 58 |
| MID-WEST PRESORT MAILING SERVICES, INC. 401(K) PLAN | MID-WEST PRESORT MAILING SERVICES, INC., OH | $5M | 167 |
| CLEVELAND SOFT DRINK WORKERS PENSION PLAN | BOARD OF TRUSTEES OF CLEVELAND SOFT DRINK WORKERS PENSION PLAN, OH | $3M | — |
| 401(k) Retirement Plan | Healthcare Sponsor, OH | $162,330 | — |
| 401(k) Retirement Plan | Manufacturing Sponsor, OH | $137,937 | — |
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