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
Elena Donahue, CPO, Member
Tracey Sailor, EA, Vice President
Alex Alvarez, CPA, Accountant
Whitney Howland, CPP, Payroll & Human Resources Manager
Elizabeth Carver, Accountant
Jeanette Drake, Account Manager
Madison Rose, Account Manager
Susan Hesse, Junior Account Manager
Brianna Buyaki, Bookkeeper
Victoria Morris, Bookkeeper
Jeanine Quick, Bookkeeper
Andrew Wolfe, Accounts Payable Manager
Daniel Alvarez, Accounts Payable Clerk
Patricia Perkins, Payroll Specialist
Cheryl Rector, Payroll Analyst
- 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, ..."
"With the approach of the holidays and the 2019 filing season, the Internal Revenue Service, state tax agencies and the nation’s tax industry warned people to be on the lookout following a surge of new, sophisticated email phishing scams."
IRS sees surge in email phishing scams; Summit Partners urge taxpayers: ‘Don’t Take the...
Whether your company supplies business autos to employees primarily as "perks" or as necessary tools to help them get their work done, their personal use of the auto has tax implications for them and for you. That's because an employee's personal use of a company auto generally must be treated as non-cash taxable fringe benefit that is also subject to social security taxes. Fortunately, the...
Most people still believe that estate planning is all about tax planning. Since the tax law now exempts most estates, they think they don’t really need an estate plan. But they do, and many people need an estate plan more than ever.
That’s a mistake. An estate plan involves a lot more than tax planning, and for most people the non-tax elements of a plan are more important...
