The Law Offices of Steven F. Schroeder

- 2107 N Broadway STE 204, Santa Ana, CA 92706

Planning for the future, whether it involves protecting your family’s assets, navigating complex tax regulations, or preparing for retirement, requires a precise and knowledgeable approach. For residents of California, particularly those in Orange County, having a legal expert who can seamlessly integrate expertise in both estate planning and tax law is a significant advantage. The Law Offices of Steven F. Schroeder, located in Santa Ana, is a professional law firm that specializes in these interconnected areas. Steven F. Schroeder is not only a California Bar Certified Attorney but also an Enrolled Agent and California Real Estate Broker, giving him a unique and comprehensive perspective on a client's financial and legal life. The firm is dedicated to providing clear, strategic, and professional guidance, ensuring that clients' long-range financial and personal goals are met with confidence and security. Their practice is built on a foundation of trust and a commitment to meticulous preparation, offering clients a sense of peace during what can often be a complex and sensitive process.

The firm understands that every client’s situation is unique and that a one-size-fits-all approach is insufficient. They are committed to providing personalized service, taking the time to fully understand each client’s specific needs and objectives before developing a tailored legal strategy. This client-centric philosophy is evident in the positive reviews from those who have utilized their services. The firm and its staff, including team members like Denise, are known for their responsiveness, professionalism, and friendly demeanor. Whether a client is seeking a free initial consultation to get an overview of the estate planning process or needs ongoing legal assistance with a variety of legal issues, the team at The Law Offices of Steven F. Schroeder is dedicated to providing timely and effective support. Their goal is not just to resolve a single legal matter but to build a lasting relationship based on reliable advice and dependable service.

The Law Offices of Steven F. Schroeder are conveniently situated at 2107 N Broadway STE 204, Santa Ana, CA 92706, a location that is easily accessible for residents throughout Orange County. The firm places a strong emphasis on accessibility and client comfort. Their office is designed to be fully inclusive, featuring a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. This commitment to an accommodating environment ensures that all clients, regardless of their physical abilities, can comfortably visit the office for their legal matters. The firm offers flexible service options, including both on-site services and online appointments, which provides added convenience for clients who may have busy schedules or who are not local to the Santa Ana area. To ensure each client receives dedicated attention, the firm operates by appointment only, with appointments recommended and required. This practice allows the team to prepare for each meeting and provide a focused, one-on-one consultation, making the most of every client’s time.

The firm’s practice areas are highly specialized, focusing on the critical and often intertwined fields of estate planning and tax law. Their comprehensive services are designed to address a wide range of needs for individuals and businesses. The services offered include:

• Accounting Services and Financial Statements
• Asset Protection Planning and Estate Planning
• Bookkeeping and Part-Time CFO Services
• Business Tax Planning
• Corporate Tax
• Criminal Law (as it relates to tax matters)
• Estate Matters (including Trusts and Trust Administration)
• Federal Tax Liens and Tax Lien Against
• Financial Consulting
• Free Consultation
• IRS, Franchise Tax Board, EDD, and California Department of Tax and Fee Administration Audits
• IRS Forms and IRS Payment Plans
• Lease Negotiations
• Long-Range Plans
• Mergers and Acquisitions
• Partnerships Agreements
• Pension Plans and Retirement Funds
• Personal Income Tax
• Power of Attorney
• Real Estate Law
• Tax Advice and Tax Controversy
• Tax Code and Tax Regulations
• Tax Deductions and Tax Exempt Issues
• Tax Return Preparation
• Trial Advocacy
• Trusts Preparing
• Innocent Spouse Relief
• Offer in Compromise

The firm stands out for several key features and highlights that enhance the client experience and underscore their professional values. These aspects make them a reliable choice for legal and financial matters in the California region.

• Dual Expertise: The firm’s unique focus on both estate planning and tax law, combined with Steven F. Schroeder’s background as an Enrolled Agent and Real Estate Broker, provides a comprehensive approach that few other firms can offer.
• Accessibility: The office is fully wheelchair-accessible, demonstrating a commitment to serving all members of the community without physical barriers.
• Flexible Service: Offering both on-site and online appointments provides great flexibility, accommodating clients' busy schedules and geographical locations.
• Client-First Approach: As confirmed by testimonials, the firm is known for its responsive, professional, and friendly demeanor, ensuring clients feel comfortable and well-cared-for.
• Free Consultation: The availability of a free consultation allows prospective clients to gain a clear understanding of the legal process and their options before making a financial commitment.

For those in Orange County needing expert legal assistance with estate planning or tax issues, contacting The Law Offices of Steven F. Schroeder is the best first step. You can reach them at the following address and phone number to schedule your appointment.

Address: 2107 N Broadway STE 204, Santa Ana, CA 92706, USA

Phone: (714) 480-0529

What makes The Law Offices of Steven F. Schroeder a truly compelling choice is the high level of trust and satisfaction expressed by their clients. The testimonials paint a clear picture of a firm that is not only highly competent but also genuinely cares about its clients. One review, from a client who was referred for estate planning, highlights the "great experience" they had. The client specifically noted that during the initial consultation, Steven provided an "excellent overview" and answered all their questions, while his team was "very responsive and helpful." The client's intent to "definitely work with him again in the future" serves as a powerful endorsement of their positive experience.

Another client’s review speaks to the long-term relationship the firm builds with its clients. Having been a client since 2006 and having used their services on numerous occasions, this individual describes Mr. Schroeder and his staff as "what you hope to find when dealing with important legal matters." The review emphasizes the timely, professional, and friendly handling of all communications, whether by phone, email, or in-person visits. This long-standing relationship and consistent praise for the firm’s professionalism and friendliness demonstrate a high level of integrity and reliable service over time. For anyone in California seeking a lawyer to handle the serious matters of estate planning and taxation, The Law Offices of Steven F. Schroeder offers a rare combination of specialized knowledge, accessible service, and a proven track record of client satisfaction that makes them an excellent choice.

The Law Offices of Steven F. Schroeder

2107 N Broadway STE 204, Santa Ana, CA 92706, USA