Provider

Jerry Schwartz

schedule a free consultation

Hello, my name is Jerry Schwartz, how may I help you`

credentials

contact

+1(954) 304-1270
jerry@berttax.com

6610 N University Drive

Suite 250

Tamarac FL 33321

bio

Provider

I am an enrolled agent, licensed by the Internal Revenue Service. I specialize in individual and business tax returns, and the accounting records that produce the information to create the tax returns. I an qualified in Quick Books, and other accounting software. A side qualification that I have is in the area of Estate and Trust Taxes, and annual accountings that may be required by the courts.

q & a

What characteristics do your favorite clients share?

They enjoy their experiences with me. They enjoy my office with all the items that I collect, and my relaxed environment

Why should a client hire you?

I do not make my clients feel insecure, this is a relaxed office, and they are treated with respect and never rushed out of the office

Describe a time where you went beyond expectations when working with a client.

With most clients, I try to give them all that they need or require. Never rushed or hassled. My job is to educate the client on what they have come to see me about.

What single project or task would you consider your most significant accomplishment in your career to date?

Being successful for the past 40 years of happy clients. Making sure that they understand what services I have provided for them, and the understanding that they know what to do going forward.

education

Monmouth University

Bachelor of Accounting and Econcomics

1971

experience

New York, New Jersey and Florida

Owner
Tamarac, FL

06/0170 - present

associations

National Tax Society

Member since 2011

business info

Jerome Schwartz EA

Tax, Accounting, Estates & Trusts Quickbooks

Established 1976

I take pride in helping my clients in educating them in to understand the tax ramifications of what they do, and offer ideas as to help them grow. I have even offered marketing advice, along with helping them understand the general legal problems they might encounter. The reason that why I should be hired by a future client is simple, I care about what I do, I try to make the client relaxed about why they came into my office the first place, as most are scare about dealing with the IRS,

hours of operation

Sunday closed
Monday 09:00 AM - 08:00 PM
Tuesday 09:00 AM - 08:00 PM
Wednesday 09:00 AM - 08:00 PM
Thursday 09:00 AM - 08:00 PM
Friday 09:00 AM - 07:00 PM
Saturday 09:00 MM - 04:00 PM

travel

I travel to my clients
My clients travel to me

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services


Next >

Next >

Next >