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About

J Schaeffer & Company LLC is a Wyomissing, PA tax and consulting firm led by Jayne Schaeffer, CPA/PFS. The firm works with individuals, families, local attorneys, high net worth clients, and private foundations on tax planning, compliance, and related financial matters.

Its services include individual, estate, gift, and trust planning and compliance, along with family wealth management support focused on tax management, multigenerational wealth transfers, and nonprofit or major gift planning. The firm also provides private foundation reporting, including tax-exempt status applications, annual filings, ongoing compliance, and support for significant events during a foundation’s life.

Jayne Schaeffer’s background includes CPA and PFS credentials and source-stated experience as a CPA and partner in public accounting firms. The firm also notes collaboration with attorneys and financial advisers to help manage shared client needs.

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Service areas

Wyomissing, PA

Credentials

CPAPFS

Tax focus

Individual tax, estate, gift, and trust planning and complianceTax planning and compliance resources for local attorneys and high net worth individuals and familiesApplications for tax-exempt statusRequired annual filingsOngoing complianceHandling of significant events over the foundation's life