Shwiff, Levy & Polo, LLC
Shwiff, Levy & Polo, LLP, Certified Public Accountants

offers a wide range of services to business and individual clients. Our clients count on us to provide them with expertise, integrity, service and value. SLP’s financial professionals are committed to delivering comprehensive financial services with integrity.

Accounting / Tax Support

Optimizing Financials for the Global Economy

Shwiff, Levy & Polo, LLP (SLP), a certified public accounting firm, is your financial advocate, having a sophisticated comprehension of accounting, taxation and business operations in a variety of for-profit and nonprofit industries. We will provide you with the support you need to improve your in-house financial operations, meet your tax obligations while maximizing tax savings, leverage assets more effectively, and create a strategy to achieve your financial objectives, both domestically and internationally.

Core Financial Services

Advanced Accounting Outsource
For select clients, SLP will handle all your accounting needs, managing all your accounts and giving you secure online access to your financial reports.

Business Valuation
Establishing the value of your business is key when making decisions about your financial future, whether planning for a sale, merger, lender financing or other venture. In compliance with strict tax and financial reporting guidelines, our experts will provide a fair valuation of your business, along with documentation able to withstand scrutiny by tax agencies, lenders or other parties.

Certified QuickBooks Training
A QuickBooks professional advisory firm, SLP has certified advisors who will work with you one-on-one to establish an advanced internal accounting and bookkeeping system. And in a few sessions, we will help you become self-sufficient and confident in your financial reporting, so you can make informed management decisions, respond quickly to lenders and help value your assets.

State-of-the-Art Reporting
Utilizing state-of-the-art software, we are well equipped to handle tax returns involving taxable income and assets across state lines and around the world for domestic, international and foreign clients.

Tax Planning
Tax planning, or anticipating the impact your decisions will have on your bottom line, is a critical component of your business operations. Whatever you are contemplating—merger, acquisition, expansion, restructuring, investment or asset distribution—our financial advisors will work with you to implement a strategy that goes beyond tax compliance and filing requirements.

Tax Representation
In contested tax matters, SLP, a credentialed tax representative, has earned a reputation for relentless client representation. We are well-known as a formidable opponent to such entities as the IRS, Franchise Tax Board, U.S. Department of Treasury and foreign governments.

Tax Returns
Preparation of your tax returns and compliance reports for sales and use tax, personal property tax, and local business taxes is an essential service we offer. But if you prefer, we can lend limited support, for instance, we will review the returns you prepare or consult on specific tax provisions.

Our documentation is thorough, so as to tolerate any challenges by the IRS or other entities, and online access to your records is available 24/7 through our secure client portal.

Professional Designations

  • Accredited Estate Planner (AEP)
  • Certified Commercial Investment Member (CCIM)
  • Certified Financial Planner (CFP)
  • Certified Fraud Examiner (CFE)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)