Our Mission

Our goal is to bring value to every one of our clients, whether you are an individual or family or a person operating a small business or owns rental properties.  Our value comes through our knowledge of taxes, accounting and knowing which insurance policy is right for you.

Our goal is to get to know and understand your needs, wants and long-term goals.  We want to help you develop and implement a strategy that is designed to address your unique situation.  

One of our primary goals is to build a long-term, trusting relationship with you.

Our Process

Our Process

We start by listening — to your family, your property, your business and your budget. Then we shop your coverage across 20+ A-rated carriers, explain your options in plain English, and check in at renewal so your protection keeps up with your life.

Our History

Our History

Schwartz Tax & Insurance is a family business. Clients have trusted us with their taxes and insurance since the 1970s, and today Sandra and Ari carry that tradition forward from our Columbus and Bexley offices.

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