Jeffrey Schwartz, CPA, PC

For over four decades, Jeffrey Schwartz CPA PC has been providing trusted accounting, tax preparation, and financial planning services to individuals and small businesses on Long Island, New York City, and New Jersey. We take pride in forging strong relationships with our clients, offering personalized guidance and proactive solutions to achieve their financial goals.

Our Expertise

Our team of experienced professionals offers a comprehensive range of services to meet your diverse financial needs, including:

Tax Preparation & Planning

• Individual and business tax preparation
• Tax planning and optimization strategies
• Representation before the IRS and state tax agencies

Financial Planning

• Developing personalized financial plans tailored to your unique goals and needs
• Retirement planning and investment guidance
• Estate planning and asset protection strategies

Business Advisory Services

• Accounting and bookkeeping services
• Financial reporting and analysis
• Business succession and continuity planning
• Merger and acquisition advisory

Additional Services

• Audits and compilations
• Reviews of financial statements
• Bookkeeping and accounting services for QuickBooks
• Business entity formation (LLC, S-Corp, C-Corp)

Who We Serve

We proudly serve diverse clientele, including:

• Retailers
• Real Estate
• Medical Professionals
• Independent Consultants
• Condominium Associations
• Authors
• Web-Based Businesses
• Cannabis Retailers

Our Commitment

At Jeffrey Schwartz CPA PC, we are committed to:

• Providing personalized, responsive service
• Maintaining open communication and transparency
• Delivering accurate and timely results
• Protecting your interests with the highest ethical standards

Partnering with you for success

We believe in building lasting relationships with our clients and actively collaborating with them to achieve their financial goals. Our goal is to empower you to make informed financial decisions and achieve financial security.