Jeffrey Schwartz CPA

Accountant in Merrick, NY (show on map)

Accounting firm serving individuals and small businesses on Long Island, NYC, and New Jersey with accounting, bookkeeping, tax preparation, financial planning, and business advisory services.

Call (516) 761-6282

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About

Jeffrey Schwartz CPA PC is an accounting firm that caters to individuals and small businesses. We offer accounting and bookkeeping services, tax preparation, financial planning, business advisory services and business and personal budgeting.

Our goal is to help preserve our client’s wealth and assist them to keep more of their hard earned money. Our client base is located on Long Island, New York City and New Jersey. We provide our clients with friendly and responsive service and it is our privilege to serve your needs. See our detailed list of services provided and client types served.

Over 45 years of experience

Member of NYSSCPA and AICPA

Comprehensive range of services including tax, accounting, financial planning, and business advisory

Services

Tax Preparation for individuals and small businesses

Preparation of federal and state tax returns for individuals and small businesses.

Financial Planning

Assistance with long-term financial goals, investment strategies, and retirement planning.

Business Advisory Services

Guidance on business operations, financial strategies, and regulatory compliance.

Audits, Reviews, and Compilations

Different levels of financial statement assurance services.

Bookkeeping and Accounting Services

Day-to-day financial record-keeping and reporting.

QuickBooks Setup and Maintenance

Configuration and ongoing management of QuickBooks accounting software.

Credentials & Certifications

Bachelors of Science in Accounting

Since 1970s

Member of NYSSCPA

Since 1990s

Member of AICPA

Since 1990s

Frequently Asked Questions

What tax services do you offer? +

We provide tax preparation for individuals and small businesses, tax planning, and assistance with tax-related inquiries.

Who are your typical clients? +

Our clients include retailers, real estate professionals, medical professionals, independent consultants, condominium associations, authors, web-based businesses, and cannabis retailers.

What is your experience? +

Jeffrey Schwartz has over 45 years of experience in accounting, tax preparation, and financial planning, including 2½ years in public accounting and 35 years in the financial services sector.

Do you offer financial planning services? +

Yes, we assist clients with long-term financial goals, investment strategies, and retirement planning.

What software do you use for bookkeeping? +

We utilize QuickBooks for bookkeeping and accounting services, including setup and maintenance.

How do you help with business entity formation? +

We guide clients through the process of forming LLCs, S-Corps, and C-Corps, including filing formation documents and obtaining necessary licenses.