Services Offered
Tax Preparation and Filing
Accurate and timely preparation of individual and business tax returns, including cross-state allocations.
Estate and Inheritance Tax Planning
Expert guidance on tax issues related to estate settlements and inheritance, with compassionate support.
Business Accounting Services
Comprehensive bookkeeping, financial reporting, and consulting for growing businesses.
Tax Consultation and Strategy
Personalized advice to optimize tax outcomes and navigate complex regulations with state authorities.
Audit Support and Representation
Assistance with tax audits, including communication with tax authorities and resolution services.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
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3
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2
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1
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D
Damian De Benedetto
via Google
4 months ago
Stacy and Sara are Godsends! They helped me with a very difficult tax situation when my father passed away. Thanks for your patience and diligent attention!
F
Fernando Costa Pianivia Google
5 months ago
Sara went above and beyond to help with a thorny cross-state tax allocation issue, providing a completely tailored service with timely follow-ups and handling of communications with state tax authorities. I'd recommend her services to anyone and will definitely be a returning customer!
K
Keeping Up with Justinevia Google
about 1 year ago
If I could give a million stars, I would! She was is one of the smartest people to ever work with. No one else compares to her ability to save you the headache as she takes care of it all. I appreciate her grit as we are growing quickly and she tackles new challenges with grace. I highly recommend her and her team to help you file tax returns accurately.
H
Harrison Inspectionvia Google
over 1 year ago
I've been incredibly pleased with the service I've received from Schwartz & Gomez Tax and Accounting. Their team is not only highly knowledgeable but also incredibly efficient and personable. They've made the often-dreaded tax season a breeze. From filing my returns to answering my questions, they've always been professional and helpful. I wholeheartedly recommend them to anyone seeking a reliable and trustworthy tax firm.
J
Jenn DiBenedettovia Google
over 1 year ago
Working with Sara Schwartz has been an absolute pleasure. As Managing Partner & CEO, her leadership, professionalism, and expertise are unparalleled. She consistently goes above and beyond to ensure that her clients and team receive the best support and guidance. Her ability to navigate complex situations with ease and provide clear, thoughtful solutions is impressive. Sara’s dedication to excellence and her genuine care for everyone she works with make her a standout leader. I highly recommend her!
