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My Background


For over 40 years, I have been providing quality, personalized financial guidance to local individuals and businesses. My expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements, and financial planning.

By combining my expertise, experience and a team mentality by bringing in necessary resources, I assure that every client receives the close analysis and attention they deserve. My dedication to high standards and work ethic is the reason my client base returns year after year.

My Mission

My mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of my clients' needs through research and sound analysis. Jeffrey R. Schwartz, CPA is dedicated to meeting these goals with high standards of excellence and professionalism. I have been a staple of the area business community for years, and pride myself on the level of esteem I have earned.

Our Team

Jeff Schwartz, CPA