Question 1

What is the company's approach to personal financial planning?

Accepted Answer

SWZ - Schwartz CPA prepares comprehensive personal financial plans for individuals. These plans consist of a narrative format, an individualized social security strategy plan, and a retirement income plan. The plans are designed to be readable and understandable.

Question 2

How does SWZ - Schwartz CPA handle social security planning?

Accepted Answer

The company acknowledges that social security planning is complicated, with married couples having five separate social security accounts. SWZ - Schwartz CPA prepares individualized presentations on the most beneficial drawing options available and the reasons behind them.

Question 3

What is the company's focus in terms of client types?

Accepted Answer

SWZ - Schwartz CPA concentrates on providing services to individuals, families, and small businesses. They do not offer CPA auditing, bookkeeping, or write-up services.

Question 4

What is the company's approach to client relationships?

Accepted Answer

SWZ - Schwartz CPA has found that clients prefer to work with the same CPA firm to handle their tax and financial planning needs. As clients experience the company's personal, competent, and prompt level of service, they come to trust and rely on the firm.

Schwartz CPA

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About Schwartz CPA

Frequently Asked Questions about Schwartz CPA

What is the company's approach to personal financial planning?

How does SWZ - Schwartz CPA handle social security planning?

What is the company's focus in terms of client types?

What is the company's approach to client relationships?

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