Shwiff, Levy & Polo, LLP
- 433 California St., Suite 1000
- San Francisco, CA 94104
- P: (415) 291-8600
- F: (415) 296-8631
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The visionary behind Shwiff, Levy & Polo, LLP, Elizabeth Shwiff is the full-service accounting firm's managing partner and director of practice development. She founded the company in 1989 with the mission to provide clients with the highest value, extensive expertise, and exemplary service. It is a responsibility the firm continues to fulfill. The team of multilingual CPA professionals she has assembled is committed to providing comprehensive tax and financial services with integrity.
Elizabeth is an expert in linguistics, speaks four languages, and holds multiple degrees, including a master's degree in taxation. She has worked globally for the U.S. State Department and other authorities on cases involving complex domestic and international tax issues. A much-sought-after expert witness and partner for litigation teams worldwide, Elizabeth has an unparalleled depth of expertise and breadth of knowledge as well as unimpeachable credibility in a variety of environments, from boardrooms to courtrooms.
With innate problem-solving skills, coupled with an unyielding dedication to finding the truth, Elizabeth has earned a stellar reputation for successfully representing clients. She is well known as a formidable opponent to such entities as the IRS, the Franchise Tax Board, the U.S. Department of Treasury, and foreign governments. (See Reviews & Results.)
Apart from work, Elizabeth is deeply involved in community affairs. She is an active volunteer mediator and arbitrator in the Bar Association of San Francisco's Attorney/Client Fee Disputes program and serves as a volunteer mediator for both the San Francisco Police Commission's Office of Citizen Complaints and the Community Boards of San Francisco. In addition, she, along with her husband Howard, is a longtime supporter of the Jewish Community Federation of San Francisco, a philanthropic organization.
Joining Shwiff, Levy & Polo, LLP in 1995, Howard has added an extra dimension to offerings of the full-service accounting firm.
With more than three decades' experience as a real estate investor, investment and portfolio manager, and broker, Howard provides small to midsize businesses with business-advisory and financial-management services, including real estate investment management and transaction administration. As the “CFO on call,” he helps guide business owners in their financial affairs and investments.
Howard's expertise extends to transaction negotiations, contracting, due diligence and closing, and property valuation. As well, he conducts business valuations and turns company QuickBooks reports into powerful decision-making tools by customizing them into management reporting systems.
Committed to giving back to the community, Howard is a past president of the American Technion Society, which supports the Technion-Israel University of Technology, and from 2008 to 2017, he served as the treasurer of Hebrew Free Loan of San Francisco.
A Dallas native, Howard holds a BS in industrial management from the Georgia Institute of Technology (Georgia Tech) and an MBA in real estate and urban economics from Georgia State University.
Overseeing the day-to-day office management and administration of Shwiff, Levy & Polo, LLP, Wendy Waters is entrusted with the firm's business development and outreach. She also is responsible for reviewing all tax returns, and she supervises the technical training of CPA interns.
Wendy's experience and expertise in business management have proved invaluable in helping clients attain business-operations efficiencies. She began her career working as a bank teller at Security Pacific and rose in the banking industry, eventually managing more than 40 branches and 600 employees for Bank of America (BofA). While at BofA, she was an essential member of a task force charged with creating the policies and procedures for banking-center operations. In the private sector, Wendy served as the controller for a small business.
A native of the San Francisco Bay Area, Wendy is active in the community and a frequent speaker on business issues ranging from operations management and human resources to work-life balance. She is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. She has held various board positions in professional and civic organizations, including Toastmasters, Diversity Network, and the Executives Association of San Francisco, where she served as its president from 2012 to 2014.