For the safety of our clients and staff, please do not visit our offices at this time. All meetings are being held by phone or video call. Please visit our COVID-19 Resource page for articles to help individuals and practice owners.
Upcoming Free Webinars
Recorded: November 18
Presented by Rick Schwartz, CPA
Are you ready to say goodbye to 2020? With a little tax planning, you can ensure you leave 2020 on the best financial note possible. Join Rick Schwartz, CPA, as he highlights important steps you can take before December 31st to lower your tax liabilities. Rick will also cover actions to take for 2021 to start off the new year on the best path possible.
Wednesday, December 16 from 12 noon – 1 pm
Presented by Andrew Schwartz, CPA
2020 has been one of the most challenging years for practice owners. Join Andrew Schwartz, CPA, as he discusses actions to take before December 31st to lower your tax liabilities and get your practice’s financial house in order for year end. Andrew will also cover steps you can take as a practice owner now to ensure 2021 is successful.
Wednesday, January 13, 2021 from 12 noon – 1 pm
What does the climate look like for investing in 2021? After 2020’s rollercoaster, we all can use some advice on how to plan and navigate 2021. Join Alex Oliver, Wealth Manager at First National Corporation, as he discusses the outlook for investing in 2021. Alex will offer sound planning strategies for you to pursue so you can be confident.
- These guys are great. Been doing my taxes with them over 15 years now. Can't say good enough things about them!David D.
- Always a good experience.David W.
- Excellent service. very knowledgeable and experiencedjoe b.
- They are knowledgeable, responsive, thorough, organized and very pleasant to work with. I highly recommend Schwartz & Schwartz.K C.
- Exceptional professionalism, very fast, reliable, outstanding level of expertise.Alex K.
- I've worked with Rick for over 20 years and I couldn't be happier with the service!Lorraine A.
- Because he specializes in healthcare professionals, I would highly recommend that such professionals seek him out.Guido Guidotti, M.
- Andrew is highly knowledgeable and I trust that I am in the best hands. Very satisfied!Jennifer L.
- Always timely response to questions. Appreciate the advice and friendship had for many years.Ivan S.
- Great service. Best Tax accountant I knowChristina H.
- It has been a great experience. Rick is exceptionally responsive over email and is very easy to reach on the phone.Jason K.
- I find them all very professional and extremely easy to talk with and extremely nice .Donny C.
- The office is efficient, helpful and I love working with Rick Schwartz.Katie T.
- I'm really grateful - would absolutely recommend!Kerry P.
- They have always been professional, and the service has always been first rate.Robert S.
- As a group they are excellent and have tremendous integrity.Jason H.
- The best money I spend all year!Michael M.
- Organized, professional, kind, helpful.Stow O.
- highly recommended.jessica l.
- This firm and it's directors are very knowledgeable, responsive and easy to reach. They have a deep bench of advisors helping them as needed.Mat F.