Personal Tax Advice
Words cannot express how pleased we are with Eric and his team. They are truly experts in their field of business planning and tax assistance. We came across Swick and Associates by accident and we weren’t even his target client. Eric listened to our situation asked key questions and knew he could help; he didn’t even mention we weren’t his typical clientele. Eric has extensive knowledge and access to outstanding third party resources. Eric and team found a solution that fits our needs, introduced us to people that would assist us in tax, retirement, and life planning going well beyond anything we could have expected.
After years of searching for an organization that would help us with our tax planning, we now have partners to work with for life. We can’t speak highly enough of Eric, his company, and his connections in helping any business with their needs. It’s become a personal relationship that we truly cherish.
Kevin Moll, President
Restaurant Consultants Inc.
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 of this experience with them, we have had the sincere pleasure of referring our current clients to Swick and Associates because we know that they’ll be well taken care of.
As restaurant consultants that specialize in helping troubled restaurants and in creating new ones, we are acutely aware of how important quality financials are to a restaurant owner. In fact, many restaurants that we come into contact with maintain their own books, often with negative consequences such as the high cost of internal accounting and poor quality reporting. When we work with such clients, we have to explain that having quality financials is not only a requirement for controlling one’s business, it aids in a multitude of other areas as well including easier and more accurate tax reporting, partner reporting, bonus payout computation, incentive pay computation for management teams and much more.
In short, there’s no good reason not to have quality financials and the team that we’ve been able to count on year after year is Swick and Associates. Our clients commonly ask us about accounting services, end of the year tax preparation, payroll and other related services and for us, it’s a simple matter of referring them over to Swickco.
We’re happy to say that we utilize their services ourselves and have been impressed by the quality of work, the personal attention we receive and the top notch accounting staff.
We look forward to a long and continued relationship with the Swick team and can heartily recommend their services. Please don’t hesitate to contact me at 720-363-0164 if you have any questions.
Ron Birely, Co-Owner
Sundance Automotive Repair
As you know, we have been a client of yours for almost 10 years. We have enjoyed a great relationship with Swick & Associates. I absolutely love working with your team. You are responsive, professional, and very accommodating. When I work with your team I feel like a member of the family not just a client. You have helped us work through some difficult issues and it has been greatly appreciated.
Garry Tapp, Owner
Tap Auto Service Centre, Inc.
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, and always show kindness and concern.
Stephen F. Pierce, Stockholder/Director
Buy And Build, Inc.
This letter is written as a testimonial to the service and treatment my company, as well as myself, have received from our accounting firm, Swick and Associates, Inc.
I have been on the board of Directors and held stock in four separate companies over the last 15 years and during that time, I have used Swick and Associates, Inc. as our accounting firm for all four companies for good reason.
The professional manner in which they have handled our accounting needs is beyond reproach. They have always provided my companies with comprehensive financial statements that have kept me up to date with the numbers I need to keep on top of our businesses.
I have never hesitated to call if I had questions or needed help with any related accounting problems including completing forms, tax payments, or any other routine tasks that occur in running a business. They have always been there for me with answers. If they were not able to answer my questions or solve my problems directly, then they have referred me to qualified agents that could help.
In running any business successfully it is imperative that you have good advice in making financial decisions. Swick and Associates have always taken time to review our individual situation and keep us informed with current tax laws and how they might affect our business in the future.
I would highly recommend their company to anyone needing accounting services for their company or individually.
Sue Phillips, Owner
Plum Creek Winery
Swick & Associates is an accounting firm specializing in service and adhering to the highest professional standards. Plum Creek Winery has been with Swick & Associates for more than 24 years. They offer care, attention to detail and service. I can always count on a prompt and thoughtful response whenever I have questions. Through the years I have turned to Eric, Tracey and Ruth for advice in professional, personal and estate matters. They are really nice people too, who inspire great trust and confidence.
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...