MICHAEL D. SCHWARTZ CPA, JD, MBA, CHFC, CFP

ABOUT OUR FIRM

We are a boutique tax, business and estate planning firm. Personal service and expertise is what we offer to our clients. We have been assisting high net worth individuals with their estate and tax needs for nearly 25 years. Many of our clients are in the financial services industry. In addition to servicing their personal needs we provide consulting and tax services to asset management companies and assist investment partnerships and hedge funds with their accounting and tax needs. Many clients see us as a trusted advisor for all their financial matters.

During the tax season we are also a full service tax preparation firm. We prepare income tax returns for individuals and business entities for a modest fee. We are available year round for tax consultation. If you are about to engage in a financial transaction which may have tax ramifications we are ready to provide our expert advice. If you need representation before the IRS we can represent you whether or not we have prepared your tax returns.