1. Income Tax filings Accurate, Legal, and Strategic to best benefit our clients. 2. Financial Planning and Coaching for Success! We work with you to create a plan to achieve your financial goals. Then we guide you and coach you to success. Each plan is for a one year term and can be renewed annually to refine it as life changes. 3. Small Business CPA Services (Do you have a CFO?) SWM Planning LLC will provide you with top CPA service. You will receive: Basic bookkeeping Chief Financial Officer level business advice Business credit building advice Business tax advice Financial analysis A complete set of financial statements Get a customized plan that is the best deal for your financial reporting needs! If you are ready to partner with a top CPA and build your business to your goal – then contact us today for more information and a quote. COMPANY PRINCIPLES Empathy – Putting ourselves in our clients’ shoes and doing what is in their best interest, always! Integrity – Always doing the right thing. Being honest and matching words with actions. Delivering as promised. Accuracy – Being as close to error-free as humanly possible. Research and Development – We will never be complacent with our level of expertise and service. We will consistently be abreast of the best information we can access to improve our services and best serve clients. Adaptation – We will not be scared to make the changes necessary to optimize the long-term viability of our mission. Excellence – We strive to do our best and deliver top quality service to clients, always. Ethics – Doing the right thing, legally and morally. Professionalism – Adhering to and displaying a high level of professionalism.