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We have the experience and knowledge you’re looking for.
Since 1993, we’ve helped thousands of healthcare professionals
and their practices with their accounting, tax, and payroll needs.
Optimal Practice Transitions Schedules Open House For 12/3
by Schwartz & Schwartz, CPAs | November 29, 2022 | 2022 November news | 0 Comments
In January 2021, Andrew Schwartz CPA and Ben Larkin ESQ joined together to open Optimal Practice Transitions LLC (https://www.optimalpracticetransitions.com/), a brokerage for dental practices and other professional practices. Together they have more than 40 years of...
Dec 9 Webinar For Dentists Looking To Go Out of Network with PPOs
by Schwartz & Schwartz, CPAs | November 28, 2022 | 2022 December newsletter, 2022 November news | 0 Comments
Andrew Schwartz CPA and dental consultant Shelley Renee will be presenting a live streamed webinar at noon ET on Friday December 9 for dental practice owners considering going out of network with insurance companies. A lot of dental practice owners are getting very...
Make year-end item donations
by Schwartz & Schwartz, CPAs | November 20, 2022 | 2022 December newsletter, 2022 November news | 0 Comments
Quick Reminder: It's a good time to make year-end donations of clothing & household items to charitable organizations. Don't forget to make a list, including each item's condition, since only items "good or better" qualify for deductions. Photos are helpful...
How long should you keep copies of your personal tax returns?
by Schwartz & Schwartz, CPAs | November 17, 2022 | 2022 November news | 0 Comments
As a general “rule of thumb”, 3 years is all you need to keep copies of tax returns and related tax documents. The IRS has a 3-year statute of limitations – meaning they generally will not go back more than 3 years to audit your tax returns, assuming the tax returns...
Wondering if you pay taxes on the sale of your house?
by Schwartz & Schwartz, CPAs | November 14, 2022 | 2022 November news | 0 Comments
With the recent surge in home prices over the past couple of years, many taxpayers are selling their residences for significant capital gains. Under the current tax rules, when selling a primary residence: a married couple filing a joint tax return is allowed to...
Social Security Max Jumps To $160,200 For 2023
by Schwartz & Schwartz, CPAs | November 1, 2022 | 2022 November news | 0 Comments
Most years, the government bumps up the maximum Social Security taxes that you can pay. For 2023, the maximum wage base jumps to $160,200, an increase of $13,200, or 9.0%, over the max of $147,000 that was in place for 2022. At a rate of 6.2%, the maximum Social...
- 2022-09-02 We have used Andrew and Rick Schwartz for our annual tax returns for many years now. They are the best and we highly recommend them. For a timely, accurate,... Linda S.
- 2021-07-20 Andrew, Rick and the entire team are amazing. They are friendly and helpful at any instance. Dhaval Lunawat (.
- 2021-05-19 Andrew Schwartz is a fantastic accountant. He is extremely responsive to questions and always answers quickly. Dave A.
- 2021-03-26 We have never had any issues with them and have been totally pleased with the level of attention that we receive. They are the best! Patsy D.
- 2021-01-26 Have the highest regard for their professionalism, knowledge of finance, advice and recommended actions. Ivan S.
- 2020-03-28 They are knowledgeable, responsive, thorough, organized and very pleasant to work with. I highly recommend Schwartz & Schwartz. Kathleen C.
- 2020-03-21 These guys are great. Been doing my taxes with them over 15 years now. Can't say good enough things about them! David D.
- 2020-03-15 Exceptional professionalism, very fast, reliable, outstanding level of expertise. Alex K.
- 2020-03-14 I've worked with Rick for over 20 years and I couldn't be happier with the service! Lorraine A.
- 2020-03-14 Because he specializes in healthcare professionals, I would highly recommend that such professionals seek him out. Guido Guidotti, M.
- 2020-03-08 Always timely response to questions. Appreciate the advice and friendship had for many years. Ivan S.
- 2020-03-08 I find them all very professional and extremely
easy to talk with and extremely nice . Donny C.
- 2020-03-07 The office is efficient, helpful and I love working with Rick Schwartz. Katie T.
- 2020-03-07 It has been a great experience. Rick is exceptionally responsive over email and is very easy to reach on the phone. Jason K.
- 2018-12-04 They have always been professional, and the service has always been first rate. Robert S.
- 2022-09-02We have used Andrew and Rick Schwartz for our annual tax returns for many years now. They are the best and we highly recommend them. For a timely, accurate,...Linda S.
- 2021-07-20Andrew, Rick and the entire team are amazing. They are friendly and helpful at any instance.Dhaval Lunawat (.
- 2021-05-19Andrew Schwartz is a fantastic accountant. He is extremely responsive to questions and always answers quickly.Dave A.
- 2021-03-26We have never had any issues with them and have been totally pleased with the level of attention that we receive. They are the best!Patsy D.
- 2021-01-26Have the highest regard for their professionalism, knowledge of finance, advice and recommended actions.Ivan S.
- 2020-03-28They are knowledgeable, responsive, thorough, organized and very pleasant to work with. I highly recommend Schwartz & Schwartz.Kathleen C.
- 2020-03-21These guys are great. Been doing my taxes with them over 15 years now. Can't say good enough things about them!David D.
- 2020-03-15Exceptional professionalism, very fast, reliable, outstanding level of expertise.Alex K.
- 2020-03-14I've worked with Rick for over 20 years and I couldn't be happier with the service!Lorraine A.
- 2020-03-14Because he specializes in healthcare professionals, I would highly recommend that such professionals seek him out.Guido Guidotti, M.
- 2020-03-08Always timely response to questions. Appreciate the advice and friendship had for many years.Ivan S.
- 2020-03-08I find them all very professional and extremely easy to talk with and extremely nice .Donny C.
- 2020-03-07The office is efficient, helpful and I love working with Rick Schwartz.Katie T.
- 2020-03-07It has been a great experience. Rick is exceptionally responsive over email and is very easy to reach on the phone.Jason K.
- 2018-12-04They have always been professional, and the service has always been first rate.Robert S.
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