For the safety of our clients and staff, please do not visit our offices at this time.
All meetings are being held by phone. We are continuing to process tax returns and efile returns.
Find out why we are a multi-year winner of the
Best In Client Satisfaction Award
from Boston Magazine’s Five-Star Wealth Manager Award
Register for Our Next Webinar:
Presented by Alex Oliver, CFP
In late 2018, we conducted a webinar that summarized many of the strategies necessary in order to retire in your 40’s or 50’s. In this webinar, we will discuss how to live off of your retirement accounts tax-efficiently, ensuring that you are able to stretch your dollars for the increased time horizon. Included in this webinar will be the use of HSA’s during retirement, Roth conversions, step up in basis on taxable accounts, and how charitable contributions or leaving an inheritance behind may factor into your plan.
- These guys are great. Been doing my taxes with them over 15 years now. Can't say good enough things about them!David D.
- Always a good experience.David W.
- They are knowledgeable, responsive, thorough, organized and very pleasant to work with. I highly recommend Schwartz & Schwartz.K C.
- Excellent service. very knowledgeable and experiencedjoe b.
- Exceptional professionalism, very fast, reliable, outstanding level of expertise.Alex K.
- Because he specializes in healthcare professionals, I would highly recommend that such professionals seek him out.Guido Guidotti, M.
- I've worked with Rick for over 20 years and I couldn't be happier with the service!Lorraine A.
- Andrew is highly knowledgeable and I trust that I am in the best hands. Very satisfied!Jennifer L.
- Always timely response to questions. Appreciate the advice and friendship had for many years.Ivan S.
- Great service. Best Tax accountant I knowChristina H.
- It has been a great experience. Rick is exceptionally responsive over email and is very easy to reach on the phone.Jason K.
- I find them all very professional and extremely easy to talk with and extremely nice .Donny C.
- The office is efficient, helpful and I love working with Rick Schwartz.Katie T.
- I'm really grateful - would absolutely recommend!Kerry P.
- They have always been professional, and the service has always been first rate.Robert S.
- As a group they are excellent and have tremendous integrity.Jason H.
- The best money I spend all year!Michael M.
- Organized, professional, kind, helpful.Stow O.
- highly recommended.jessica l.
- This firm and it's directors are very knowledgeable, responsive and easy to reach. They have a deep bench of advisors helping them as needed.Mat F.