Most CPAs file returns. We build strategies.
Helping business owners and successful families design smarter financial structures that keep more of what they earn.
Most accountants look backward. We plan forward.
At Swiech Consulting LLC, we believe tax season shouldn’t be the only time you think about taxes.
Most firms focus on preparing last year’s return — we focus on building strategies that shape the next ten.
We work with two types of clients:
Business owners who suspect they’re leaving money on the table because their CPA is reactive instead of strategic.
Individuals and families approaching retirement who want to make sure their hard-earned savings are working efficiently — not being lost to avoidable taxes.
We’ve seen it too many times: people with successful businesses, real estate, or investment income… yet no one has ever walked them through how it all fits together.
That’s where we come in.
As a CPA with more than 17 years of experience, Jim Swiech has built a reputation for turning complex tax situations into clear, actionable plans. Whether that means identifying overlooked deductions, evaluating the timing of a Roth conversion, or helping a business restructure for long-term savings — every recommendation is grounded in math, law, and logic, not guesswork.
We don’t just prepare tax returns.
We connect the dots between your business, your income, and your future, so every decision moves you closer to financial clarity and control.
How We Help You Keep More of What You Earn
Proactive Tax Strategy
Most tax pros look backward. We plan ahead — identifying ways to legally minimize your tax bill before year-end, not after.
Entity & Structure Optimization
Whether you operate as an LLC, partnership, or S-Corp, we’ll evaluate how your business is taxed and help ensure you’re not leaving deductions on the table.
Retirement-Focused Tax Planning
We model long-term tax impact — from Roth conversion timing and IRMAA thresholds to strategic charitable giving — so your future income is as efficient as possible.
Real Estate Tax Advantages
For property owners and short-term rental hosts, we help explore cost segregation, bonus depreciation, and other strategies that can accelerate deductions while staying compliant.
Integrated Planning for Families & Businesses
Your business, investments, and personal goals all connect. We make sure your entire financial picture works together — so every decision moves you closer to clarity and control.
What Strategic Tax Planning Looks Like
A new client came to us after years of “just filing” — their CPA handled tax returns, but no one was looking at the big picture.
Within one consultation, we discovered several missed opportunities:
They could’ve turned their second home into a short-term rental and claimed bonus depreciation through a cost segregation study — a $40,000+ tax savings opportunity.
Their investment mix had zero Roth exposure, meaning every dollar withdrawn in retirement would be taxable.
No one had designed a multi-year Roth conversion plan to manage future income, avoid IRMAA surcharges, and stay in a lower tax bracket.
We built a comprehensive tax strategy that tied together business, investments, and retirement — transforming a reactive situation into a proactive plan designed to save taxes year after year.
Every client’s case is different, but the outcome we aim for is the same: clarity, confidence, and control.
Schedule your appointment
Ready to see what strategic tax planning can do for you?
Schedule a complimentary 60-minute Tax Strategy Session ($250 value).
We’ll identify opportunities to reduce your tax burden and create a plan that brings clarity to your financial picture — with no cost or obligation.