Schwartz CPA, PLLC

Schwartz CPA, PLLC is an accountant in Dickinson, ND. The firm specializes in applying workers for the Foreign Income Tax Exclusion and provides services including financial planning, social security plans, and estate services for individuals, families, and small businesses.

The practice concentrates on creating readable and understandable comprehensive personal financial plans that consist of a narrative format, an individualized social security strategy, and a retirement income plan. Their approach to social security strategizing involves preparing individualized presentations on the most beneficial drawing options based on a client's unique age, health, and work desires. Additionally, the firm provides estate-related services, assisting surviving spouses and family members through the estate process by working alongside estate attorneys to manage tax and planning perspectives. While the firm offers these specialized planning services, they do not perform CPA auditing, bookkeeping, or write-up services.

Located on 1st Ave E, the office is situated near the Stark County Courthouse and the Dickinson Post Office. It is also a short drive from the Dickinson Area Public Library, Roosevelt Elementary School, and the Family Connection community center.

The firm is recognized for providing a personal, competent, and prompt level of service that builds long-term trust with clients. They have established a reputation as a dependable professional for families navigating complex social security and estate needs.

Schwartz CPA, PLLC provides specialized tax and financial planning expertise to the Dickinson community.