SwartzCPA

Services

We're a financial services firm that offers a wide range of services to our individual and business clients. Although our list of services is extensive, our focus is not upon service but upon solutions for our valued clients. Are you looking for solutions? Maybe we can help.

Because our Firm is relatively small, our clients benefit by getting personalized, quality service. Below we have listed services that we offer to our clients.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Bookkeeping/Write-Up	Estate & Trust Administration	Other Services
Business Succession Planning	Family Limited Partnerships	Payroll Services
Buying & Selling A Business	Financial Forecasts & Projections	Profitability Management
Cash Flow Management	Financial Statements	QuickBooks® Consulting
Computer Services	Incorporation Services	Retirement Planning
Debt & Financial Services	IRS Representation	Sales Tax Services
Elder Care Services	Investment Review	Tax Planning & Preparation
Estate & Trust Tax Preparation	Mergers & Acquisitions
Estate Planning	New Business Startup