Filing is the last thing we do. Strategy is everything that comes before it. We work with Western New York business owners every month of the year, so April is a formality, not a fire drill.
By the time we file your return, we've already done the work that matters.
Compliance is a rear-view mirror. It reports what already happened, once it's too late to change it. Strategy is the windshield. We spend the year hunting the moves, so by filing season the savings are already locked in. A tax preparer asks for your documents. A strategic CPA asks about your future.
Built for owners doing $500K to $5M who already have a CPA, and have a nagging feeling they're leaving real money on the table. They usually are.
We model your year before it happens and move while there's still time to change the number, not after the books are closed and your options are gone. Most savings have a deadline. We beat it.
S-Corp elections, reasonable-comp analysis, salary-vs-distribution. The structure most owners set up once and never touch again, and it's quietly costing them every single year.
SEP-to-401(k) conversions, Safe Harbor, and defined-benefit design for high earners: six-figure deductions, engineered for the tax result, with the right specialists coordinated around you.
Own the building? Accelerate the depreciation, free up the cash, and put the timing of your deductions back in your hands, instead of leaving it on the IRS's schedule.
We file it too, accurately and on time, with no surprises. But by then the real work is already done. The return is the receipt, not the strategy.
A sense of where the money usually hides. These are the kinds of moves a strategic review surfaces while there is still time to act on them.
A profitable New York S-Corporation was paying state tax at the owner level and missing the Pass-Through Entity Tax election. After reviewing the structure, we identified an opportunity to shift the deduction to the business level, creating a meaningful federal tax benefit while remaining compliant with New York law.
An owner was taking most of their income through payroll because that is how it had always been done. A compensation review identified an opportunity to better balance salary and distributions while still maintaining a reasonable compensation position.
A business owner was contributing to a basic retirement plan but had never reviewed whether it still matched the company's growth. By reviewing the plan design, we identified opportunities to increase tax-advantaged savings while still keeping the plan practical for the business.
A business owner purchased a building but had never explored a cost segregation study. After reviewing the property, we identified assets that could potentially qualify for accelerated depreciation instead of being depreciated over decades.
A growing business had a strong year but no formal tax projection before year-end. By reviewing income before the year closed, we identified planning opportunities while there was still time to act, rather than discovering the tax bill after it was too late.
These examples are illustrative only. Actual tax savings depend on each client's facts, income, entity structure, timing, and implementation.
Most firms bill you for showing up. We put a number on the table first, and we stand behind it. No long contracts, no mystery invoices.
A deep dive into your business and your return. You walk away with a written strategy and a hard dollar figure on exactly what you're overpaying and how we fix it.
If the Blueprint doesn't identify at least 2× its fee in tax-saving opportunities, you don't pay for it. That's our money where our mouth is.
Ongoing counsel, implementation, and the return. The whole relationship. Priced to the size of your business, billed monthly, cancel anytime.
Your $1,500 Blueprint fee credits toward your first months when you continue, so the diagnostic effectively pays for itself.
Local, accessible, and in it with you all year. No hand-off to a junior, no call center, no 1-800 number. You work directly with the principal who builds the strategy and signs the return.
We would rather be the right fit for the right owners than the cheapest option for everyone.
He doesn’t just provide cookie-cutter advice — he listens, asks the right questions, and tailors his recommendations to your exact situation. If you’re looking for a consultant who treats your business like it’s his own, I can’t recommend Jim and Swiech Consulting highly enough.
They uncovered important tax issues I never would have known about on my own. Their fees are transparent, and their advice is proactive — giving me real peace of mind. I sleep better knowing they’re on the job.
Jim is a CPA with a lot of experience working for large firms. He’s using that education and experience to help small businesses and the average Joe save money.
I’ve worked with Jim for several years and can honestly say his dedication to his clients is unparalleled. I’d highly recommend Swiech Consulting to anyone looking for an honest and reputable firm.
My experience with Jim has been personal, professional, and productive. Both my wife and I have recommended his firm to friends, family, and other businesses.
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A 30-minute strategy call. No pitch, no obligation, just an honest look at what's on the table before the next filing season closes the window on it.