Robert Swartz CPA
New
Offers online services
New
Offers online services
About
I help my customers with both tax preparation and tax planning.
I work with individuals and companies, in the US, International and Expatriates.
Highlights
2 employees
23 years in business
Serves Oak Park , IL
Offers online services
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
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Frequently asked questions
What is your typical process for working with a new customer?
1. Review prior year tax return.
2. Estimate a price to prepare this year's tax return.
3. The client uploads their documents to their secure portal at robertswartzcpa.com.
4. The finished tax return is uploaded to client's secure portal.
5. My fee is collected through a PayPal invoice.
6. The tax return is e filed.
What education and/or training do you have that relates to your work?
Cpa, Masters in Tax, Corporate Tax Experience, Individual Tax Experience, Tax Planning courses, Taught Graduate Tax Courses.
Services offered
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting