We have been clients for five years. Mark has not only promptly prepared our tax returns, but has also taken the time to explain how he arrived at the information on our tax return and suggested ways for us to reduce our taxes in the next year. Last year he suggested that we submit new W-4s to our employers to make sure we withheld the right amount of tax with each paycheck.
As a new business owner, I’ve found Mark Schwanbeck’s services invaluable. Not only has Mark walked me through tax preparation step-by-step, but he’s also taught me how to use Quickbooks and provided in-depth coaching around financial matters. I offer my strongest recommendation.
Mark has extensive knowledge in working with private equity-related tax issues and has helped with the reporting of stock option transactions and other matters related to real estate purchases and sales in several states. We have been pleased with his service and his quick responses to our questions.
Working with Mark for tax preparation and small business accounting has improved my organization and peace of mind. Mark has helped navigate changing tax laws, a move to a different state, property sale, and managing taxes when my job splits me between contract and employee work. He is familiar with the industry I work in (yoga/fitness), and the intricacies that come with this profession including training expenses, work-related travel, workshops, etc. I’m so grateful for Mark’s expertise, and highly recommend his services!