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We are Sol Schwartz & Associates


Our team works to understand your business from the ground up to gain insight from your unique perspective and to forge long-term relationships.

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Practice Areas

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Real Estate & Construction

Construction is a highly competitive industry. Construction companies need to be proactive and strategically plan for their future.

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International

We have the unique international business insight to help you take advantage of trade incentives, comply with complicated foreign trade regimes, take care of all your tax and accounting needs, and more.

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Healthcare

There is a business side to healthcare that is both fast-paced and competitive – and it takes a multifaceted management approach for a practice to stay on top.

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Estate & Gift Tax

Your structure is more than a building, it’s a business. Our business is to structure solutions designed to minimize risk and maximize profitability.

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Services

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Tax Services

From tax planning and compliance to tax credit and cost segregation studies, we offer a full range of tax services.

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Assurance & Audit

Our risk-based auditing approach identifies the areas that could lead to issues and misstatements.

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General Business

Our team is ready to help you meet business goals and introduce you to tax-saving strategies.

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Business Consulting

Our team of business consultants works with your team to improve your operations and profitability.

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Litigation Support

Whether you are negotiating a merger, considering liquidation, or restructuring a business your legal counsel should ask your CPA for assistance.

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Affiliations


News


Bypass trusts: Still a viable option for wealthy families

November 21, 2022

The bypass trust is less popular today than it has been in the past. This is thanks to the…

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How to read and evaluate financial statements

November 7, 2022

Comprehensive financial statements prepared under U.S. Generally Accepted Accounting Principles (GAAP) include three reports: the balance sheet, income statement…

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Now is the time for 2022 year-end tax planning

October 17, 2022

With the end of 2022 fast approaching, it’s time to consider tax planning moves that may lower taxes for…

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Cash flow: Types, red flags, and corrective actions

September 30, 2022

Statement of Cash Flows is a Powerful Tool There is more to financial reporting than profits. The statement…

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