1. Income Tax filings
Accurate, Legal, and Strategic to best benefit our clients.
2. Financial Planning and Coaching for Success!
We work with you to create a plan to achieve your financial goals. Then we guide you and coach you to success. Each plan is for a one year term and can be renewed annually to refine it as life changes.
3. Small Business CPA Services
SWM can provide you with an expert in financial statement preparation. You will not only receive basic bookkeeping, but also financial analysis, budgeting, variance analysis, and a full set of financial statements. Whether you’re on the cash basis or accrual basis, you can get a customized plan that is the best deal for your financial reporting needs! If your small business/organization doesn’t have a financial expert then contact us today!
Empathy – Putting ourselves in our clients’ shoes and doing what is in their best interest, always!
Integrity – Always doing the right thing. Being honest and matching words with actions. Delivering as promised.
Accuracy – Being as close to error-free as humanly possible.
Research and Development – We will never be complacent with our level of expertise and service. We will consistently be abreast of the best information we can access to improve our services and best serve clients.
Adaptation – We will not be scared to make the changes necessary to optimize the long-term viability of our mission.
Excellence – We strive to do our best and deliver top quality service to clients, always.
Ethics – Doing the right thing, legally and morally.
Professionalism – Adhering to and displaying a high level of professionalism.
My wife and I filed our taxes with SWM Planning and ended up saving almost three thousand dollars compared to what we would have owed using Turbo Tax. Also, the service was amazing and the turnaround time was very fast. I highly recommend to anyone who needs assistance filing their taxes. More...
I have worked with Ebe for several years for both personal and business financial matters. Ebe is full-service; plans, budgets, reports, gives advice and follows up. He also does state/federal reporting and all sorts of other services, tailored to what you’re looking for. I highly recommend Ebe and SWM Planning for any and all financial needs. More...
SWM was a great resource when my business needed assistance with bookkeeping. Ebe does a great job of helping you to better understand your books and how your business is doing. I would highly recommend any small business owner turn to SWM for assistance. More...
Thank you for going above and beyond on filing my taxes. Ebe made sure he asked all the important questions, so I could get the maximum refund as possible...even had to do some research!! I highly recommend Ebe and SWM PLANNING, LLC. More...
Friendly, polite, professional, knowledgeable -- I can't say enough about Ebe and SWM Planning. I would definitely recommend him and plan on using him in the future!
Something told me that hiring Ebe will be the best move for me to file this year. I have had some bad experiences with previous tax preparers but Ebe took his time to explain everything to me to make sure that I get the return I deserve. He made sure that I had all the proper documentation to complete my return. He made the process easy and stress-free. He even got a higher return for me compared to last year. I really appreciate you helping me complete my taxes. I definitely will be keeping him for other financial preparation. More...
I hired SWM Planning to file my taxes; normally, I do them myself but with me starting my business in 2017, I wanted to ensure that everything was done correctly. Not only did Ebe maximize my refund by ensuring that I didn’t miss any exemptions, he educated me along the process as well. He supplied me with tips on how to track my profits and losses and educated me on how to effectively manage my expenses. I will be hiring SWM Planning not only for filing my taxes yearly, but for CPA services as well. More...
Swm planning was fantastic. Ebe was extremely helpful and professional. He did a phenomenal job and paid attention to every detail, to not only make sure that I was able to get back as much as possible. He was attentive and very knowledgeable! I will definitely work with him again! More...
Jeannette Roberts Osaigbovo
Ebe has a deep and extensive knowledge of the complexities of self-directed 401ks and IRAs as well as retirement plan regulations and financial planning. His service is fast, reliable and affordable and his financial coaching skills are top notch. After whipping up a financial planner for me, my savings account increased by 10% while my spending habits decreased by 15%. I’d definitely recommend ebe to anyone who’s looking for financial coaching, credit building, and financial advising. More...
I save money doing my taxes and get the allowable refund back. You will love his services and tell all your family and friends. I had a personal experience not just talking because his my son. I did taxes with other tax preparer before he started doing taxes and was suppose to pay back last year from a reputable company. But when i went to my son last year, i got back money instead of paying back what others told me i was owing over $500. I will never use anyone else but SWM. You save and never had to pay back, thats the real deal. More...
What I appreciate most about SWM Planning is Ebe’s commitment to integrity and excellence. He took time to review my finances, and be straight with me about actions I need to take to achieve my goals. I’ve been able to save more with the financial plan he created for me, and even got items removed from my credit report! But it took taking and maintaining a close look at my finances. I highly recommend his services. I’ve also been going to Ebe for my taxes for three years. Very pleased. More...
Awesome service and worked very quickly was able to answer all questions and was very accommodating!!! Thank you again!!