Services for Individuals

At Cutler, Schwartz & Schwartz, we have an extensive history of working with healthcare professionals and their families.  Each year, we help hundreds of individuals just like you.  We have the experience and knowledge of working with individuals throughout their healthcare careers, from residency to retirement. More importantly, we help our clients financially navigate the life experiences that impact their financial well-being, such as:

  • Paying off student loans
  • Retirement and savings
  • Marriage
  • Purchasing a home
  • Saving for a child’s college education
  • Purchasing a practice
  • Wealth management planning

Our services to Individuals includes:

  • Individual Tax Preparation
  • Tax Planning & Projections
  • Tax Problem Resolution
  • Financial Planning

Services for Businesses

We know it can be difficult to balance your time and responsibilities as a business owner and a direct healthcare provider.  You need to trust that your accounting, payroll, business operations, and corporate tax filings are overseen by competent and experienced people.

We work with you to develop the menu of services that best meets your specific needs and have regularly scheduled meetings to ensure we stay on top of all your Practice’s financial needs.

Our Service Menu for Practice Owners includes:

  • Corporate/Partnership/LLC Tax Preparation
  • Small Business Accounting
  • Payroll Processing
  • QuickBooks Setup/Maintenance
  • Due Diligence Reviews
  • Business Entity Selection
  • Sales Taxes