For Attorneys and Law Firms
Relationships matter. Especially when entrusting another firm with your client’s financial wellbeing.
For tax attorneys who do not provide accounting services, and law firms interested in integrating their work on a client-by-client basis with the services of a tax planning and financial strategy advisory firm, SWC is available for consultation and more.
From support with client trust accounting to working closely together on the tax planning requirements of your clients, we’re here to help. And while we specialize in assisting entrepreneurs and small business owners, real estate investors, and high net-worth individuals and families, we’re also available for clients with different areas of focus.
We do not accept or offer referral fees, and we always have your client’s goals, objectives, and best interests in mind. We’re the type of firm that’s keen on integrating our work in ways that bring value to your existing client relationships. Rather than work in a silo unto ourselves, we’re available to follow your lead, so long as the client agrees.
Get to Know Us
Learn more about our tax planning and financial strategy advisory firm by visiting the links below. Then, when you’re ready to discuss the value of working together, please use the form located at the bottom of this page to connect with us.
Let’s Talk About Your Clients and How We Can Help!
Everything starts with a conversation. If you’d rather connect by phone, give us a call at (858) 487-4580.
