| Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
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. |
| (Click Service Title For Details) |
| Mergers & Acquisitions |
| Bringing business entities together is always a delicate endeavor, regardless of the specific type of transaction. Companies or individuals contemplating a merger or acquisition, leveraged buyout, or any similar activity all need a host of specialized services to maximize the potential for success.
Schwartz & Company, LLP possesses the extensive experience and professional resources that allow our clients to identify viable prospects, analyze opportunities and make sound decisions for the future. |
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| Accounting Services |
| Schwartz & Company, LLP offers a full range of accounting and auditing services. In addition to identifying, measuring and communicating financial information to our clients, we provide insight through involved interaction by taking the time required to attain a comprehensive understanding of each client's business: its unique financial needs and its relationship to the markets in which it operates. In this way we become an invaluable analytical resource for indentifying and generating future growth strategies. Our broad spectrum of expertise allows us to bring a special perspective to each of our client's unique situations. Our success is based upon looking beyond the bottom line.
Schwartz & Company, LLP takes great pride in being able to provide its clients with the total spectrum of accounting and auditing services they need and the uncompromising standard of professional excellence they deservice in the areas of:
Audit, Review, Compilation services
SBIC compliance
Projections, budgeting and cash forecasting
Reviews of internal control
CFO/Controller outsourcing services |
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| Tax Services |
| We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business |
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| Tax Planning |
| Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. |
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| Consulting Services |
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation
*Type of entity selection
*Business valuations
*Buying/selling a business
*Computer systems
*Financial & retirement decisions
*Estate, trust & gift planning |
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