We Are SWC
Where tax planning and financial strategy are simplified, and where client relationships are cultivated and honored.
At SWC (Stees, Walker & Company, LLP), our focus is simple: to increase your net worth, so you have the money to ensure a rich and fulfilling life for you, your family, and your heirs. We achieve that goal through thoughtful tax planning and highly personalized financial strategies. Our tax planning leverages the power of all your assets and liabilities to minimize your tax burden, and we carefully prepare and file your tax returns to avoid any issues with the IRS. Our personalized financial strategies and advice are geared toward growing your net worth, protecting what’s yours, and giving you the peace of mind to sleep better at night.
As you’ll see in the sections below, empowering you to live your best life is in our DNA, as is helping you establish, grow, and leverage your wealth to enhance your personal and financial freedom.
Discover the SWC Difference
We’re Southern California’s independently owned tax planning and financial strategy advisory firm for small-business owners, real estate investors, and high-net-worth individuals. But there’s a lot more to us than that. Visit our Company page for a full breakdown of who we are, what we do, why it matters, and why we may be a great fit for you and your financial goals and objectives.
At SWC, values are part of our DNA. They define what we stand for and the uncompromising standards that govern the way we treat our clients and colleagues. Our values form the core of our culture —they are essential, actionable, and enduring. Visit our Core Values page to see the values for which we stand.
We believe in supporting organizations throughout our community that work to further the causes that are important to us and our clients. The organizations we support inspire us to be generous and broaden our perspective. Visit our Causes We Care About page to learn about the organizations we support.
If you need to interview a knowledgeable and media-savvy CPA for an upcoming story or segment about the tax code, estates and trusts, entrepreneurship, or tax planning, we may be able to help. Visit our Media Relations page for contact information and story ideas for business journalists, bloggers, freelancers, and podcasters.
FREE DOWNLOAD
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.
