Hi, I'm Phillip Schwartz, a professional tax preparer with AFSP (Annual Filing Season Program) certification. I specialize in helping individuals and small businesses working out of their homes.

My experience as a retired mortgage loan officer and a licensed banker gives me a background that is well rounded and equipes me with the tools necessary to assist in a variety of areas.

I am excellent in breaking down complex financial issues making them easily understandable and providing an enjoyable experience.