Business Details
50+ Years
experience
Trusted Accounting and Tax Services in Merrillville, IN
Rooted in Northwest Indiana since 1919, Swartz Retson has built a legacy of providing timely, professional, and ethical business advisory services. Our team of over 30 professionals specializes in audits, tax planning, business valuations, employee benefits, and succession planning, serving industries such as construction, healthcare, manufacturing, and nonprofits. We prioritize client success through personalized service, deep industry expertise, and a commitment to community involvement.Our mission extends beyond financial advisorywe foster a culture of initiative, innovation, and teamwork, ensuring our clients receive tailored solutions that adapt to evolving economic landscapes. With decades of combined experience, our principals bring specialized credentials like CPA, ABV, and CMA, reinforcing our authority in the accounting field.
Services
Tax Preparation
Audit/Attest
Business Valuation
Employee Benefits
Business Consulting
Succession Planning
Human Resources
Trust & Estate Planning
Peer Review
Construction Accounting
Details
- Year established: 1919
Highlights and features
- Rooted in Northwest Indiana since 1919, offering generational expertise.
- Team of over 30 professionals with specialized credentials (CPA, ABV, CMA).
- Tailored services for construction, healthcare, manufacturing, and nonprofits.
- Community-focused approach with board involvement in local nonprofits.
- Accredited in business valuation and ERISA audit compliance.
Associations and certifications
- AICPA
- ABV
Services
Tax Preparation
We deliver customized tax planning and compliance solutions for individuals, corporations, and nonprofits. Our expertise includes entity selection, multi-state tax strategies, and IRS representation. By staying current with legislative changes, we minimize liabilities and maximize savings. Our proactive approach ensures clients benefit from timely, strategic advice tailored to their unique financial landscapes.
Audit/Attest
Our audit and attestation services provide assurance through rigorous financial statement evaluations. We offer audits, reviews, and compilations tailored to lending requirements, grant compliance, or fiduciary responsibilities. With decades of experience, we ensure adherence to accounting standards while delivering actionable insights to enhance financial transparency and stakeholder confidence.
Business Valuation
We perform defensible business valuations for estate planning, mergers, and shareholder disputes. Accredited professionals use AICPA standards to analyze operations, financials, and industry trends. Our reports withstand scrutiny in legal or regulatory contexts, providing clarity for succession planning, buy/sell agreements, and tax compliance.
Employee Benefits
We assist with retirement plan administration, ERISA compliance, and non-discrimination testing. Our services ensure regulatory adherence while optimizing benefits to attract talent and boost productivity. We offer third-party administration, distribution guidance, and plan design tailored to employer and employee needs.
Business Consulting
Our consulting services address strategic growth, operational efficiency, and risk management. We support startups, succession planning, and industry-specific challenges with data-driven solutions. Leveraging deep sector knowledge, we help businesses navigate financial, regulatory, and market complexities to achieve sustainable success.
People
Michael Jones
Principal
With over 30 years at Swartz Retson, Michael specializes in audits for construction and manufacturing sectors. An Indiana University graduate, he serves on nonprofit boards and contributes to assurance standards.
Tammy Lynch
Managing Principal, Tax
Tammy leads the tax department, focusing on compliance and planning for businesses and nonprofits. A CPA since 1989, she mentors staff and serves on local nonprofit committees.
Tom Newman
Principal
Tom specializes in business and nonprofit tax strategy, with expertise in state compliance. A Purdue graduate, he serves on the Munster Civic Foundation board.
Debra Van Prooyen
Principal
Debra manages accounting services for medical practices and small businesses. She focuses on payroll regulations and HR consulting, combining CPA and financial planning credentials.
Gregory Ward
Principal
Greg, a former PwC auditor, performs 300+ business valuations. Accredited in Business Valuation (ABV), he serves clients in manufacturing and healthcare sectors.
Questions
What services does Swartz Retson offer?
We provide tax preparation, audits, business valuations, employee benefits, succession planning, and industry-specific consulting for construction, healthcare, and nonprofits.
How long has Swartz Retson been in business?
Since 1919, serving Northwest Indiana with accounting and advisory expertise.
Do you specialize in specific industries?
Yes, including construction, healthcare, manufacturing, nonprofits, and automotive retail.
Are your professionals credentialed?
Our team holds CPA, ABV, CMA, and CVA certifications, ensuring specialized expertise.
What areas do you serve?
We serve Lake County and Porter County, Indiana, including Merrillville, Crown Point, and Valparaiso.
Can you assist with business succession planning?
Yes, we develop tailored succession strategies to ensure smooth ownership transitions.
