At Peachin Schwartz & Weingardt, Relationships Matter
We are CPAs and advisors that deliver accounting, tax planning, consulting and assurance solutions. PSW supports high net worth individuals, closely held businesses, and non-profit organizations. We support clients throughout their life cycle from emerging entities in the start-up phase to mature businesses seeking an exit or succession strategy.
Understanding Client Goals
How can we support you without understanding your goals, pain points and risk tolerance? As a CPA firm, we help our clients identify, define and focus on their specific goals and objectives when it comes to accounting services, tax planning, estate planning, retirement planning, and beyond. Some have goals that are more concerned with growth and profit enhancement, while others may be concerned with stability and process design to maximize efficiency while balancing personal and financial goals. We get to know your needs and create a plan to support those objectives and work on solutions to overcome any obstacles that may be barriers.
Delivering a Competitive Edge
Our goal is to help you build success. We work closely with clients to shape the efforts inside an organization and conduct the planning needed to build long term success and strength. We identify and break down financial and management opportunities and communicate clearly, in common sense language. We apply financial and management insights that help you build on the core competencies that make you successful. No matter your stage of life, we are here to help with retirement planning to tax filing. At PSW, we are ready to help guide you through the pathway to success.