Rich Schwartz

Schwartz & Associates CPA

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Reviewed by our editors · rschwartzcpa.com ↗

Our verdict

A South Jersey CPA firm built around one year-round package rather than services bought piece by piece. Accounting, tax and payroll sit with the same team, and payroll is done in house rather than handed to a third party.

Serves

Small and owner-led service businesses

Location

Turnersville, NJ, serving South Jersey and New Jersey

Services

AccountingBookkeepingPayrollTax returnsTax planningFractional CFO

✓ Why they passed vetting

One year-round engagement covering the accounting, the tax work and the payroll, so nothing falls between two providers. Payroll is run in house, which is unusual at this size and the reason they can act as a single point of contact. They publish a small business accounting guide and a tax strategy handbook, so you can read how they think before you call anyone. The pitch is proactive tax management through the year rather than a return filed in April and silence after it.

✕ The heads-up

Nothing negative has come back to us. Anything that does will be published here.

Schwartz & Associates CPA

Who you will work with