Services to Healthcare Providers

I’m an orthopaedic surgeon in the Boston area and your firm assisted in my tax prep this year. I had an exceptionally positive experience with your office staff and assistants and plan on returning regularly for my tax preparation and accounting needs. Thank you!

– Donald. MD

At Schwartz & Schwartz, we have an extensive history of working with healthcare professionals and their families. Each year, we help over 2,000 individuals just like you.

We have the experience and knowledge of working with individuals throughout their healthcare careers, from residency to retirement.

More importantly, we help our clients financially navigate the life experiences that impact their financial well-being, such as:

  • Paying off student loans
  • Retirement and savings
  • Marriage
  • Purchasing a home
  • Saving for a child’s college education
  • Purchasing a practice
  • Wealth management planning

Please see below for our Menu of Services to Individuals


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Tax Preparation Services

Not all tax preparers are created equal. 

We specialize and personalize tax preparation for healthcare professionals. When completing your returns, we don’t just put numbers in a software template form. Our CPAs and IRS Enrolled Agents interact and listen to you, ask you questions to assess the particulars of your situation, and leverage our training and professional experience to complete your returns.

We work with you throughout the year to help you make sound financial decisions that will minimize your tax liability on April 15th and ensure your financial health. Your preparer is available to you year-round to address any concerns you have and evaluate the tax implications of decisions you may make throughout the year.

Additionally, we’re mobile: should you move out-of-state, you can still retain our services. We’ve prepared returns for fellows, residents and doctors who have moved to every state in the U.S.

We’re happy to meet with you to discuss how our services can best be tailored for you. Our professional tax preparation services include:

  • Preparation of your Federal income tax return
  • Preparation of one state income tax return
  • Additional state tax returns available for an additional fee
  • Calculation of any required quarterly estimated tax payments
  • Preparation of quarterly tax payment vouchers
  • IRS representation and problem resolution concerning any return we prepared

A quick note of gratitude for your work and counsel. It has been a pleasure and God-sent having your professionalism and expertise to help keep me out of trouble. 

-David, DMD

Household Employer Payroll Services

Do you have a household employee that you’re paying?

If so, are you complying with the “Nanny Tax” rules? Currently, as many as five different taxes may apply to household employees:

  • Social security and Medicare taxes
  • Federal unemployment taxes
  • Federal income taxes withheld
  • State unemployment taxes
  • State withholding taxes withheld

By using Schwartz & Schwartz to manage your Nanny and Household Employee payroll and tax filings, you can rest assured that you will be in full compliance with all Federal, state and local regulations. We help you with the entire process: from applying for an Employer Identification Number, calculating the tax withholdings, and issuing paychecks.

Day care

College Financial Planning Services

Saving for your child’s college education can be one of the longest financial goals you pursue. Without sound planning, its easy to feel overwhelmed and unsure if you’re proceeding in the best possible way.

We offer our clients in-house consultation with Susan Schwartz, MBA and CFP (Certified Financial Planner), who specializes in College Financial Planning. Susan does not sell investment products and therefore, doesn’t receive any fees for specific products. She will advise you on what works best for you!

Working as a team, we can assess your individual tax situation and college financial goals simultaneous to provide you with a thorough and personalized College Financial Plan.

Our College Financial Planning Services can help you:

  • Reduce your family’s college expenses
  • Save money on your child’s college education
  • Receive a customized plan for your individual situation
  • Assist you in filing college funding forms
  • Give you specific strategies to save for retirement and other financial priorities while you save for college


Susan Schwartz, C.F.P.