Our clients receive the added benefit of working directly with a highly experienced, well-credentialed staff, along with our sincere commitment to personal customer service. We invite you to contact us directly. We look forward to getting to know you on a personal level.
Ken Donahue, Member - Ext. 7812
Elena Donahue, Member - Ext. 7814
Eric Swick, CPA, Member - Ext. 7808
Tracey Sailor, EA, Director of Accounting & Tax - Ext. 7806
Scott Jensen, Accountant – Ext. 7809
Laura Posey, CPA, Accountant – Ext. 7818
Alex Alvarez, Accountant - Ext 7816
Sarah Swick, Sr Bookkeeper/Training Manager - Ext. 7815
Carolyn Vickles, Bookkeeper - Ext. 7804
Susan Hesse, Bookkeeper - Ext. 7821
Madison Rose, Bookkeeper - Ext. 7803
Navneet Saini, Bookkeeper - Ext. 7811
Jeanette Drake, Bookkeeper – Ext. 7807
Michelle Keller, Accounts Payable/Administration– Ext. 7825
Drew Wolfe, Accounts Payable - Ext 7801
Debbie Kniveton, Accounts Payable - Ext 7820
Ashley Mauch, Payroll Manager - Ext 7819
Carrie White, Payroll Specialist - Ext 7810
Lori Hollenkamp, Payroll Specialist - Ext 7813
Cheryl Rector, Payroll Administrator - Ext 7817
Whitney Graham, HR Generalist - Ext 7823
Greg McLagan, Administrative Assistant - Ext 7800
- Individual Clients
- Business Clients
- Client Employee
QuickBooks Desktop
Using Your Client Organizer
How to Review My 1040
Using File Exchange
Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
"Swick and Associates came to our rescue on behalf of troubled client back in 2008. They provided immediate services that took our client out of a very precarious position and we’ve been grateful ever since. As a result..."
"We have been a client for almost 10 years. We have enjoyed a great relationship with Swick & Associates. I absolutely love working with their team. They are responsive, professional..."
"Eric and his staff have become my 'go-to-people' in regard to keeping my corporation and personal investments in compliance with city, state, and federal taxing authorities. They are very knowledgeable, up-to-date, ..."
Travel Expense Deductions: Your Burden of Proof
A first step in avoiding costly hassles with the IRS is identifying potential red flags before filing your business tax return. For example, a common source of audit conflict between the IRS and small businesses is the documentation of travel expenses. The IRS often has the edge in these disputes because the tax law...
Tax breaks to help you pay educational expenses are some of the most commonly overlooked federal tax breaks. They shouldn't be. These are very valuable tax breaks and we can help you maximize your tax savings.
Getting the most from the education tax incentives requires careful planning, particularly because of the interrelationship between many of the rules. Although the IRS provides...
Generally, almost all income you receive is considered taxable income, but there are some situations when some types of income is partially taxed or not taxed at all.
To help you, our clients understand the differences between taxable and non-taxable income, the Internal Revenue Service has offered these common examples of items that may not included in your taxable income: The...
