Jeffrey Schwartz, CPA, PC

Experienced Accounting and Financial Services for Individuals and Businesses

Jeffrey Schwartz CPA PC is a seasoned accounting firm serving individuals and small businesses throughout Long Island, New York City, and New Jersey. With over 40 years of experience, we offer a comprehensive range of services designed to empower you to manage your finances and achieve your financial goals.

Our Values

Our mission is to forge strong relationships with our clients by providing:

• Personalized attention: We take the time to understand your unique needs and goals.
• Responsiveness: We are committed to timely communication and feedback.
• Expertise: Our team possesses extensive knowledge and skills in all aspects of accounting and finance.
• Integrity: We adhere to the highest ethical and professional standards.

Tax Preparation & Planning

• Individual tax preparation and planning
• Business tax preparation and planning
• Tax consulting and controversy resolution

Financial Planning

• Goal setting and financial planning
• Retirement planning and investment strategies
• Estate and wealth preservation planning

Business Services

• Accounting and bookkeeping services
• Business advisory services
• Business entity selection and formation

Financial Guidance

• Financial projections and budgeting
• Risk management assessments
• Investment review and analysis

Who We Serve

We are proud to serve a diverse clientele, including:

• Retailers
• Real estate professionals
• Medical professionals
• Independent consultants
• Condominium associations
• Cannabis retailers

Our Commitment

At Jeffrey Schwartz CPA PC, we are dedicated to providing our clients with the personalized attention and expertise they deserve. We believe in working collaboratively with you to achieve your financial goals and navigate the ever-changing financial landscape.