Practice Areas
Tax Planning and Financial Strategy for Small-Business Owners, Real Estate Investors, and High-Net-Worth Individuals and Families
We focus our targeted collection of tax planning, tax preparation, and financial strategy services for people of purpose, including small-business owners, real estate investors, and high-net-worth individuals and their families. Our combination of tax and financial expertise is ideally suited to leveraging income-producing assets in ways that minimize taxes and put that extra money to work for you.
Ours is not a one-size-fits-all approach. At SWC, we adopt a relationship-first approach to tax and financial planning — one that’s squarely focused first on identifying and understanding your short- and long-term goals and objectives and then connecting them to handcrafted strategies that help you grow your net worth and protect what’s yours. Devotion to our work, a natural affinity for our clients, and healthy doses of empathy and compassion are what drive us to seek and implement proven solutions for those we serve, including:
Whether you own your business or are your business, we will help you maximize your return on investment while achieving both your professional and personal goals. And when the time comes to sell your business or your stake in it, or to plan for passing it along to the next generation, we’ll be there to do the heavy lifting. We’ll also help you set up your next business, prepare loan applications, create an employer-sponsored retirement plan, and advise you throughout the life of the business. Learn more on our page for Entrepreneurs & Small Business Owners.
Tax planning for real estate investors is a specialty of ours. And whether you became a real estate investor by accident or by design, whether you own one revenue-generating property or one hundred, we’re skilled to assist you in managing your real estate investments with a sense of purpose. From knowing when to buy, when to hold, and when to sell, to taking advantage of the latest changes in the tax code, we’ll advise and prepare you for what’s next. Knowing the tax ramifications of every real estate investment decision you make is part of our responsibility, as is offering you the peace of mind about your finances that you deserve. Learn more on our page for Real Estate Investors.
At SWC, we provide guidance and strategies that help all our clients keep more of their money and put it to work for themselves and their families. And for high-net-worth individuals — those who are constantly under threat of government coming for their money — we’re especially focused on minimizing tax obligations, maximizing investment returns, and preserving wealth for generations to come. From formulating and executing financial strategies that enable our clients to keep more of their income and inheritance, to protecting assets in ways that build wealth, our focus for high-net-worth individuals starts with comprehensive tax and financial planning, then builds from there. Learn more on our page for High-Net-Worth Individuals and Families.
FREE DOWNLOAD
The Small Business Guide to Reducing Your Tax Burden Legally
The tax code has become complicated to the point where Albert Einstein wouldn’t be able to unpack it. The good news is that you don’t have to be a genius to reduce your business taxes.
