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Services Available Upon Request

Swift & Swift, CPA's provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Tax Management Services

At Swift & Swift, CPA's, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our experience allows us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can assist in that area.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Swift & Swift, CPA's's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Personal financial statements
  • Corporate tax planning and return preparation

Reviews and Compilations

Swift & Swift, CPA's's offer financial statement services based on your company's needs.


Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.


Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Estate and Trust Tax Return Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Swift & Swift, CPA's's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned with us and your attorney will minimize complications to deal with during a time of loss.

Financial and Retirement Planning

Swift & Swift, CPA's's can help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you and your investment advisor through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Swift & Swift, CPA's can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you take the proper steps to minimize the tax burden.

Forensic Accounting

Swift & Swift, CPA's forensic accounting services can be employed in a wide range of situations. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of client prepared financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Swift & Swift, CPA's offers the following solutions to help meet your QuickBooks needs:

  • Personal Training
  • Installation
  • Setup
  • Support
  • Review


Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Swift & Swift, CPA's can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Entity Selection For Starting A Business

Your business entity has a large impact on your taxes and operations. From your company's inception through its growth and development, Swift & Swift, CPA's can assist you on choosing an entity type and later restructuring if advantageous. With our knowledge you will receive guidance about the most advantageous entity type for the functions your business performs.

IRS and New York State Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay.

Payroll Services

Swift & Swift, CPA's's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that is customized to your business as we possess knowledge of your company that other independent payroll services don't have.

Buying and Selling A Business

Business purchases and sales are complicated and whether you're buying, selling, or considering a potential merger, Swift & Swift, CPA's can provide professional know-how to help you successfully structure and negotiate the deal. We and your attorney employ careful analysis to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact. Expanding or contracting your business can be a large undertaking. With our advice, you have the tools to make the right business decisions for your business.

International Taxation

Our experience with the taxation of United States companies doing business abroad and residents working abroad as well as foreign corporations doing business in the United States or foreign citizens working in the United States has provided us with a base of knowledge in the area of international taxation.

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