Schwartz & Associates offers a wide range of services to our individual and business clients. This list is not all-inclusive and additional services may be added or changed based on your needs.  No two clients are the same.  Contact us to discuss and develop the services that are right for you.


  • General Bookkeeping
  • Tax preparation (Income Tax, Extensions, Amended Returns)
  • Consulting
  • Software Implementation
  • Budget & Forecasting
  • Development of Internal Control Structure
  • Business Formation


  • Monthly Review of Business Activity (Cash Flow, Account Reconciliation, Profit/Loss Statements)
  • Preparation of Unaudited Financial Statements, on a periodic basis, for Management Discussion and Analysis.
  • Design & Implementation of Bookkeeping Software (ie. Quickbooks, Peachtree, Quicken, etc.)

Tax Preparation

  • Individuals
  • Partnerships
  • Corporations
  • Sales Tax
  • Payroll Tax
  • Franchise Tax


  • Business Formation and Setup
  • Monthly Review of Business Activity
  • Operations Analysis
  • Goal Setting and Attainment

Computer Services

    • Virus Removal & Computer Optimization
    • Software Installation and Implementation
    • Networking
    • Printer Setup
    • Troubleshooting
    • Wireless Networking

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