MICHAEL D. SCHWARTZ CPA, JD, MBA, CHFC, CFP
Useful links to government sites. Find forms, check your social security benefits or find out what your savingsbonds are worth.
Preparation of Wills and Trust Documents
Estate Tax and Fiduciary Tax Returns
Estate and Elder Care Planning
Probate
Preparation of income tax returns
Electronic Filing
Amended Returns
Review of prior year returns
Representation Before IRS.
Entity Planning and Formation
Contract Review
General Advice
Closings
Bookkeeping
Portfolio Record Keeping
Partnership Services
Consulting and Advisory
Financial Planning