Garrett and Swann

Garrett and Swann is an accounting firm, set up as an LLP, that looks after the finances of individuals, businesses, estates, trusts and non-profits. Its work spans tax, audit, planning and consulting.

What Garrett and Swann offers

• Tax services — planning, compliance, and representation in IRS audits and disputes.
• Accounting and audit — accounting and audit work for business and non-profit clients.
• Personal planning — budgeting and planning for retirement, estates and gifts, and higher education costs.
• Business advisory — projections, accounting software advice, entity choice and formation, financing, and buying or selling a business.
• Forensic accounting — fraud prevention and detection work.
• Non-profit support — budgeting, grant writing and fundraising help.

Who it works with

Clients include individuals, estates and trusts, non-profits, and businesses of many structures: sole proprietorships, C and S corporations, partnerships and LLCs.

Key facts

• Legal form: limited liability partnership
• Other areas: real estate, mergers and acquisitions, investment planning