Helping You Increase
Your Net Worth

Discover the SWC difference — every opportunity begins with a conversation.

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Entrepreneurs

Savvy tax planning enables you to earn more by working smarter, not harder.

High Net-Worth Individuals

Proactive services delivered by fiercely loyal experts dedicated to your success.

Real Estate Investors

Personalized strategies and tax-planning services that maximize your net profit after taxes.

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The Small Business Guide to Reducing Your Tax Burden Legally

The tax code has become complicated to the point where Albert Einstein wouldn’t be able to unpack it. The good news is that you don’t have to be a genius to reduce your business taxes.

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Life is messy. Your finances shouldn’t be.

Simplifying the complicated is our specialty. Let us organize your finances and clear the path to your financial future.

You deserve more than just a CPA.

We go beyond number-crunching to serve as your financial strategy advisor, business consultant, and personal sounding board. When it comes to your finances, we have your back.

The financial picture you’ve dreamed of.

It’s true— you can build wealth on your own. But we can help you reach a higher level faster and easier while reducing your exposure to risk.

The SWC Process

Most people will put more time and effort into planning their next vacation than planning their financial future. As a result, they never seem to have the time or money to be, do, and have what they really want for themselves and their loved ones. You can break free from that pattern. The key to financial success is no secret — plan the work and work the plan. Here at SWC, we boiled it down to a five-step process that’s highly customizable.

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Services & Practice Areas

We specialize in helping our clients create and leverage their income-producing assets in ways that minimize taxes, so they can reinvest the money they save on taxes to generate even more income. Our services are tailored to people who have assets they can leverage in this way — small-business owners, real estate investors, and high-net-worth individuals and their families — as well as those who aspire to break free from what’s been holding them back.

Tax Planning

More than just typing numbers in boxes. At SWC, we’re focused on increasing your net worth, protecting what’s yours, and minimizing your taxes.

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Estates & Trusts

Estate planning that ensures a smooth transfer of wealth, while minimizing taxes, maintaining your privacy, and protecting your legacy for generations to come.

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Financial Strategy

Financial strategies that empower you to live your best life. Because at SWC, our life’s work is to make your life better.

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Practice Areas

Tax planning and financial strategy advisory for entrepreneurs and small-business owners, real estate investors, and high-net-worth individuals and families.

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Answers To Questions You Didn’t Know to Ask

The most unpleasant financial surprises come from questions that never crossed your mind.

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Answers To Questions You Didn’t Know to Ask

The nastiest financial surprises usually come from questions that never crossed your mind.

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Recent Blog Posts

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Meet Our Team

Meet the team that simplifies complex tax issues, helps you build and leverage your wealth to enhance your personal and financial freedom, and offers unparalleled peace of mind at every step along the way.

Get To Know Us

Meet Our Team

Meet the team that simplifies complex tax issues, helps you build and leverage your wealth to enhance your personal and financial freedom, and offers unparalleled peace of mind at every step along the way.

Get To Know Us

What Our Clients Are Saying

I’m in a great position, thanks to SWC!

“After starting and running my business for 20 years, I recently sold it. SWC helped me understand the ramifications of the sale and they’ve continued to take the lead on my tax planning and financial strategy.” ~ Robb Dorf, Founder – PureFit Nutrition Bars

SWC does more than passively prepare my tax returns.

“SWC’s process includes strategic planning, which you won’t receive from all CPAs. That’s what makes working with a great CPA so profitable.” ~ Roberta J. Robinson, Esq. – Robinson & Wilson, ALC

SWC uncovered life-altering issues and helped me navigate them.

When I first came to SWC, I wasn’t as up-to-speed on finances as I could have been. Laura and her team provided guidance and advocacy that helped protect me and my family. ~ Melissa Surrey

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Tax planning and financial strategy topics delivered directly to your Inbox. Handcrafted with our real estate investors, entrepreneurs and small-business owners, and high-net-worth individuals in mind.

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Empathy is Our Superpower

More than just words on a wall, at SWC, values are woven into the fabric of our firm.

Our Core Values

Empathy is Our Superpower

More than just words on a wall, at SWC, values are woven into the fabric of our firm.

Review Our Core Values