1325217922802

Steve Swaim

schedule a free consultation

Hi, my name is Steve Swaim

credentials

contact

4173801367
steve@steveswaimcpa.com

PO Box 1249

130 E Commercial St

Lebanon MO 65536

social

bio

1325217922802

I am a CPA concentrating primarily on small business consulting, individual and business tax consulting, and tax return preparation for clients in Southwest Missouri. I have been performing these services for over 36 years. I have owned and operated self-storage properties for many years, as well as residential rental property and commercial rental properties. In addition, I operated a 100 cow beef herd for many years. As you can see, I am able to apply my experience in several areas to the needs of my clients.

q & a

What characteristics do your favorite clients share?

Small Business owners and Individuals who have substantial securities investments and/ or real property investments. I enjoy working with individuals who are starting or acquiring business ventures.

Why should a client hire you?

My clients appreciate the years of experience that I have in taxation and consulting, and my ability to relate to business from my direct experience in management, real estate investing and rental property ownership and operations.

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

I believe that I go beyond my client's expectations on each engagement I undertake. I approach each engagement as if I am working on my own account, and intend to deliver results that am satisfied the client appreciates and profits from.

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

Building a quality practice resulting from performing my engagements in a professional and personal manner. I can actually say that I consider each client a friend.

education

Missouri State University

Bachelor of Business and Accounting

1975

experience

Springfield, MO and Lebanon, MO

CPA
Lebanon, MO

06/1978 - present

exams

CPA

1975

business info

Steve Swaim, CPA

Small Business & Individual Tax Conulting

Established 1978

Consult for Small Business and Individuals and prepare Federal and State income tax returns for both business and individuals.

hours of operation

Sunday closed
Monday 09:00 AM - 05:00 PM
Tuesday 09:00 AM - 05:00 PM
Wednesday 09:00 AM - 05:00 PM
Thursday 09:00 AM - 05:00 PM
Friday 09:00 AM - 05:00 PM
Saturday closed

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

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

Accounting Services

Bookkeeping services
Payroll processing services

Financial Services

Real estate investments
Tax & estate planning
Retirement planning

fee structure

Hourly fees

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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