Jeffrey Schwartz, CPA has over 45 years of experience preparing taxes, providing accounting services and assisting clients with financial planning. He received his Bachelors of Science degree with a concentration in Accounting from Washington University in St. Louis. He spent 2½ years in public accounting at Laventhol & Horwath. For thirty-five years he worked in the financial services sector doing financial reporting and accounting policy. 2026 marks the ten year anniversary of working full time in his CPA practice.
Member of the NYSSCPA (New York State Society of CPAs) and the AICPA (American Institute of CPAs)