Swartz Retson

At Swartz Retson, we are committed to the success of our clients. Our mission is to provide timely, professional, and ethical business advisory services to our clientele. We strive to be actively involved in our community and promote professional and personnel in a working environment that encourages initiative, innovation, and teamwork.

Our History

Rooted in Northwest Indiana since 1919, Swartz Retson has been helping both individuals and businesses thrive for over a century. Our goal is to work with you, not for you. Your growth and success is our business. We are dedicated to providing the highest quality services to meet the unique needs of each client.

Peer Review Services

Swartz Retson offers comprehensive peer review services designed to help our clients maintain the highest standards of quality and professionalism. Our team of experienced professionals conducts thorough reviews to ensure compliance with industry standards and to identify areas for improvement. By participating in peer review, our clients can demonstrate their commitment to excellence and enhance their reputation in the industry.

Tax Audit / Attest Services

Our team at Swartz Retson offers a wide range of tax audit and attest services. We can assist with audits, reviews, and compilations, ensuring that our clients' financial statements are accurate and compliant with all relevant regulations. Our professionals have extensive experience in tax planning and compliance, tax research, and transactional planning for individuals, businesses, and nonprofits.

Trust, Estate, and Gift Services

At Swartz Retson, we understand the importance of proper planning for the future. Our trust, estate, and gift services are designed to help our clients navigate the complex process of estate planning and wealth transfer. Our team of experts can assist with trust administration, estate administration, and gift tax planning, ensuring that our clients' wishes are carried out efficiently and effectively.

Business Valuation Services

Accurate business valuation is critical for a variety of purposes, including buying or selling a business, resolving disputes, and determining tax liabilities. At Swartz Retson, our professionals have the expertise and experience to provide reliable business valuations. We use a variety of methods and approaches to ensure that our valuations are accurate and defensible.

Employee Benefits Services

At Swartz Retson, we understand the importance of employee benefits in attracting and retaining top talent. Our team can assist with the design, implementation, and administration of employee benefit plans, including retirement plans, health and welfare plans, and executive compensation arrangements. We also provide compliance testing and reporting services to ensure that our clients' plans meet all relevant regulations.

Business Consulting Services

Our team at Swartz Retson offers comprehensive business consulting services designed to help our clients overcome challenges and achieve their goals. We can assist with strategic planning, operational improvement, financial management, and more. Our professionals have extensive experience in a variety of industries and can provide tailored solutions to meet the unique needs of each client.

Succession Planning Services

Succession planning is critical for the long-term success of any business. At Swartz Retson, we can help our clients develop and implement a comprehensive succession plan that addresses their unique needs and goals. Our team can assist with identifying and developing future leaders, creating a transition timeline, and ensuring that all necessary documentation is in place.

Human Resources

At Swartz Retson, we understand the importance of effective human resources management. Our team can assist with a variety of HR functions, including recruitment, employee relations, benefits administration, and compliance with employment laws and regulations. We can also provide training and development programs to help our clients build a strong and productive workforce.

Industries

Swartz Retson serves a wide range of industries, including construction, healthcare, manufacturing, nonprofit, wholesale distribution, automotive retail, retail, and transportation. Our team of professionals has extensive experience in these industries and can provide tailored solutions to meet the unique needs of each client.