Tax

We take pride in providing comprehensive tax services that are customized to the unique needs of each client. We are committed to results that set us aside from our competition. Taxes, one of the largest expenses our clients face, can rapidly erode profits and accumulated wealth. Therefore, advanced planning is necessary to achieve substantial benefits and allows time for developing alternative tax strategies. We stay abreast of changes in tax legislation and we adapt quickly to the changing tax environment.

Our ongoing communication puts us in a position to advise you on tax matters more efficiently than the once a year tax preparers.

The services we provide include:

  • Business Structure Planning/Entity Selection
  • Analysis of Tax Effects of Business and Investment Decisions
  • Accounting Method Selection
  • Income Tax Projections and Planning
  • Planning for Mergers and Acquisitions
  • Liquidations and Distributions
  • Real Estate Tax Planning
  • Non-Profit Planning and Compliance
  • Trust and Estate Planning and Compliance
  • Compensation Planning
  • Employee Benefit Plans and Qualified Retirement Plans
  • Representation before the IRS and other Taxing Authorities
  • Preparation of Federal and State Tax Returns for Individuals, Corporations, LLC’s, Partnerships, Trusts, Estates and Tax Exempt Organizations
  • Multi-State Tax Planning

Need Tax Preparation Assistance?

Contact Us

Email, call, or visit our office

235 East 86th Avenue
Merrillville, IN 46410

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MISSION STATEMENT

Our mission is to provide timely, professional, and ethical business advisory services to our clientele, be actively involved in our community and promote professional and personnel in a working environment that encourages initiative, innovation and teamwork

  Contact

235 East 86th Avenue
    Merrillville, IN, 46410
219.769.3616
219.736.4876


Swartz Retson Northwest Indiana CPA Firm is trusted by clients in Lake County Indiana communities including Crown Point, Dyer, East Chicago, Gary, Hammond, Highland, Hobart, Merrillville, Munster, Schererville, and St John; and Porter County Indiana communities including Chesterton, Portage, and Valparaiso.

PRIVACY POLICY   SITE MAP      

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;
  • Information about your transactions with us, our affiliates, or others;
  • Information we receive from a consumer-reporting agency.

  • We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

    We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

    If you have any questions about this policy, please do not hesitate to contact us.

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