Swart & Feliciani

At Swart & Feliciani, we believe that financial planning is not just about numbers and spreadsheets - it's about people and their goals. For years, we have been dedicated to providing personalized financial guidance to individuals and businesses in the Huntington Beach area. Our experienced team of accountants and financial experts work closely with our clients to understand their unique needs and develop tailored solutions to help them achieve their financial objectives.

Our Mission

Our mission is to provide exceptional service, expert guidance, and personalized attention to each of our clients. We strive to build long-term relationships based on trust, integrity, and a commitment to excellence. Our team is dedicated to staying up-to-date with the latest tax laws, regulations, and best practices, ensuring that our clients receive the best possible advice and support.

Our Services

At Swart & Feliciani, we offer a comprehensive range of services designed to meet the unique needs of our clients. Our services include:

• Tax Preparation: We provide expert tax preparation services for individuals and businesses, ensuring compliance with tax laws and regulations.
• Accounting: Our team of experienced accountants provides accurate and timely financial reporting, budgeting, and forecasting services to help our clients make informed business decisions.
• Audit and Assurance: We offer audit and assurance services to ensure that our clients' financial statements are accurate, complete, and comply with relevant standards.
• Financial Planning: Our financial planning services help individuals and businesses achieve their long-term financial goals, including retirement planning, estate planning, and wealth management.
• Bookkeeping: We offer customized bookkeeping services to help our clients manage their finances accurately and efficiently.

Tax Tools

At Swart & Feliciani, we believe that financial planning is a team effort. That's why we provide a range of tax tools and resources to help our clients make informed financial decisions. Our tax tools include:

• Tax Incentives for Higher Education: We help families navigate the complex tax code to claim tax incentives for higher education expenses.
• Tax Tips for Individuals and Businesses: We provide practical tax tips and insights to help our clients optimize their tax efficiency and minimize liabilities.
• Financial Calculators: Our calculators help our clients make informed financial decisions about investing, budgeting, and saving.

About Our Team

Our team of experienced accountants, financial analysts, and tax professionals is dedicated to providing exceptional service and expert guidance to our clients. Our team is committed to staying up-to-date with the latest tax laws, regulations, and best practices, ensuring that our clients receive the best possible advice and support.