A Range of Services for Businesses and Individuals


Shwiff, Levy & Polo’s financial professionals offer a full complement of financial services. We specialize in handling complex and unusual accounting and taxation matters, ensuring we always do what is both necessary and right for each client.

We have an unmatched depth and breadth of experience working with both domestic and international clients.

Our specialties include

  • Accounting, Assurance & Auditing
  • Business Valuations
  • Cash Flow & Budgeting Analyses
  • Due Diligence
  • Estate, Gift & Trust Tax Preparation
  • Estate Planning
  • Expert Witness Services
  • Financial Planning
  • Forensic Accounting, Fraud Investigations & Litigation Support
  • International Compliance & Income Reporting
  • IRS Representation
  • Management Advisory Services
  • QuickBooks Services & Training
  • Real Estate Investment Management
  • Retirement Planning & Social Security
  • Tax Controversy Work
  • Tax Planning & Preparation