Frequently Asked Questions

General Questions

Q: What makes your firm different from a traditional tax preparer or bookkeeper?
A: Most tax preparers focus only on filing last year’s return — and most bookkeepers record what’s already happened. We go beyond that.
At Swiech Consulting LLC, we help you make smarter decisions before the year ends by looking at your entire financial picture and identifying proactive strategies to reduce taxes and improve clarity.

Q: Who do you typically work with?
A: We primarily work with small business owners and individuals nearing or in retirement. Many of our clients want more than just compliance — they want a partner who helps them think strategically about taxes, income, and long-term goals.

For Business Owners

Q: Do you handle bookkeeping or just advise?
A: We can do both. Some clients prefer that we handle their bookkeeping directly so everything stays accurate and aligned with tax strategy. Others have an existing bookkeeper, and we simply review and advise. Either way, we ensure your books are clean and ready for planning.

Q: Do you file business taxes too?
A: Yes. We prepare business tax returns — including partnerships and S corporations — as well as required filings like 1099s for contractors and vendors. Our goal is to make sure your business compliance and planning are completely aligned.

Q: Will I have access to you throughout the year?
A: Yes. Clients work directly with us — not a call center or rotating staff. We take pride in being responsive and accessible when you have questions or need guidance.

Q: Can you help me estimate my taxes before year-end?
A: Absolutely. Proactive planning is one of our key services. We provide mid-year or quarterly projections so you can make informed decisions and avoid surprise tax bills in April.

Q: Do you advise on issues beyond taxes?
A: Yes. We regularly help business owners evaluate entity structure, compensation strategy, and major financial decisions that impact taxes and long-term success. If it affects your bottom line, we’re here to help you think it through strategically.

For Individuals & Families Nearing Retirement

Q: Do you work with retirees or pre-retirees?
A: Yes — many of our clients are in their 50s or 60s preparing for or entering retirement. We help them plan around Social Security timing, Required Minimum Distributions (RMDs), Roth conversions, and withdrawal strategies to minimize taxes over time.

Q: What if I’ve never worked with a tax strategist before?
A: That’s completely fine. Our process is simple and educational. We start with a complimentary 60-minute consultation to learn about your situation and show you how strategic tax planning can help.

Working With Us

Q: Do you charge hourly?
A: No. We believe in clarity and simplicity. Our fees are flat and transparent, based on the scope and complexity of your needs — not on how many minutes we spend with you.

Q: Do you offer one-time consultations?
A: Yes. We offer standalone strategy sessions for individuals or business owners who want expert insight without a long-term commitment. Many clients start this way before deciding to work with us on an ongoing basis.

Ready to Start?

We offer a complimentary Tax Strategy Consultation to understand your needs and identify opportunities to save money through better planning.
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