The heart of our company is in our values

Schwartz Tax and Insurance provides the solutions you need, when you need them. When it comes to knowing that you, your business and your family are on the right track, we have the experience to help you succeed. Take advantage of our team that listens to the problem to find clear cut solutions.

Solutions are achieved when the right questions are asked

Our Services

Focused on You

We believe every person deserves access to sound, informed advice whether it be for insurance or tax preparation. We are committed to providing these services in an affordable yet professional manner. 

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Designed for you

A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the picture to come together. Every individual is just that, an individual. We utilize our comprehensive approach to help customize our products and services to your needs. Assuring you are set to achieve your personal goals.

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Ready to protect what matters most?

Our deep library of insurance resources can help

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Download Our Free Fire Safety Guide

Is your family prepared to handle a house fire? Do you know the steps to prevent one? Do you have a go-plan to keep your family safe in the event of a fire emergency in your home? If not, our free ebook can help. Sign up below to receive your copy of “Stop, Drop, and Go: 12 Essential Steps To Keep Your Family Safe from Fire.”