80 YEARS OF LEGAL EXPERTISE

What we can do for you

Swensen & Company, CPAs provides a wide range of services to individuals and businesses in a variety of industries. At Swensen & Company, we strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Bookkeeping and small business accounting—We offer a complete spectrum of bookkeeping services: payroll, accounts payable/receivable, sales tax preparation, monthly financial statement preparation, budgets and audit representation.

Personal and business tax preparation, tax planning, and IRS audit representation— We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Business planning—Beyond bookkeeping and accounting, our expertise extends to finances, strategic planning and management consulting, including startup business services.

Compilations – Compilations are usually requested for internal purposes and are based on information provided by a company’s management.

Financial and retirement planning – Swensen & Company’s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Swensen & Company can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Estate and trust planning and tax preparation – Swensen & Company’s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Swensen & Company can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.