Jeffrey Schwartz, CPA has over 40 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. He worked in the financial services sector for many years doing financial reporting and accounting policy.

Member of the NYSSCPA (New York State Society of CPAs) and the AICPA (American Institute of CPAs)