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SWM Planning, LLC logo
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SWM Planning, LLC

Forest Park, Illinois, COOK

(23)

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3 hour response time

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About

Hi, I'd be happy to help you get the best result!

Smart with Money Planning takes CPA service to the next level by always keeping the purpose of the service in mind, which is to empower clients to be smarter with their finances! If a client makes the best financial decisions that he or she can make, then the client will enjoy more savings, growth, and profit.

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11 hires on Bark
3 hour response time

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Reviews (23)

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5/5

23 customer reviews

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Verified
20 March 2021

Tax Preparation

My first experience with SWM Planning was very good. They are thorough and very efficient. I recommend them highly and plan to use their service again.

Verified
13 March 2021

Bookkeeping Services

Ebe is great to work with; quick to respond, professional, seasoned, and easy to talk with. Would work with again!

4 March 2021

This was my first time filing my taxes with SWM and I am very satisfied. The team made it such a smooth and quick process. At no point was I confused or lost. I was informed throughout each step. I will be using SWM planning again. More...

Verified
4 March 2021

Accounting

Ebe was very pleasant to work with and walked us through the tax preparation process to get us the best outcome possible. I highly recommend SWM Planning for any tax preparation services you may need!

Verified
28 February 2021

Accounting

What was agreed upon for the price is reasonable. Everyone is very professional. I am so grateful to finally be able to complete this task.

Verified
20 November 2020

Accounting

Excellent! Very professional. Helped me with my job in an organized efficient way.

SWM Planning, LLC
S
SWM Planning, LLC

Reply from SWM Planning, LLC

Thank you Patrick, nice to meet you as well.

Verified
27 August 2020

Accounting

SWM planning, LLC and working with CPA Ebe has done a phenomenal job in getting our business affairs in order. I'm greatly appreciative and highly recommend the services provided.

Verified
21 August 2020

Accounting

Very friendly very professional not so expensive he was the best person for my need It’s like they knew what I was looking for in provided more than one option and I definitely got what I needed from him

Verified
2 June 2020

Tax Preparation

Prompt professional and personal care. Would highly recommend. Got my PPP loan in less than a week and my taxes done in les than two days.

Verified
27 May 2020

Tax Preparation

Very Professional and friendly we are happy he called us. We will be going to be using him from now on Thanks you:)

11 April 2019

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...

Reviewed on Facebook

26 March 2019

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...

Reviewed on Facebook

18 January 2019

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...

Reviewed on Facebook

10 August 2018

Ebe,

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...

Reviewed on Facebook

10 April 2018

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!

Reviewed on Facebook

31 March 2018

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...

Reviewed on Facebook

20 March 2018

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...

Reviewed on Facebook

17 March 2018

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...

Reviewed on Facebook

8 March 2018

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...

Reviewed on Facebook

22 February 2018

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...

Reviewed on Facebook

22 February 2018

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...

Reviewed on Facebook

22 February 2018

Awesome service and worked very quickly was able to answer all questions and was very accommodating!!! Thank you again!!

Reviewed on Facebook

22 February 2018

Ebe,

Reviewed on Facebook

Q&As

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!

For the owner to have the best financial information regarding his/her business' performance. This prevents businesses from going bankrupt because they know which risks they can afford to take. Businesses can also adjust properly if they know the exact financial condition, financial health of their organization. Professional accounting also makes the business more credible to investors and banks, improves chances of new financing.

When the client is fully confident that he/she is making the best financial decisions because they have the proper accounting and financial advice from me.

Passion to have autonomy and help people in my own way!

I genuinely care about them having a great experience.

-All great reviews (fb, yelp) and strive to wow every client with service and delivery.

-Fully qualified and have nearly 10 years of accounting experience/training. Multiple years of experience with multi-billion dollar public companies and with the 1 person entrepreneur - I can use my knowledge of how the big companies do it to give you top service and reports.

-Licensed CPA with no complaints and who you can get justice against by filing a complaint (which you will NEVER have to do!). If a person is not a CPA, then you have much less power to impact their career from filing a complaint.

Services

Financial Audits