Carol Szwed
Principal|
Houston, TX

Carol brings a wealth of tax and accounting experience to the table, with over 25 years working with individuals and small businesses.

Applying her experience in public accounting as well as a controller role for a privately held business, Carol understands the unique business challenges her clients face, along with their related tax liabilities. Working closely with business owners and high-net-worth individuals, she proactively researches current tax issues to ensure they remain compliant with changes in regulations as well as assists them with proactive tax planning, instilling confidence in them that their specific tax needs being met.

Carol’s passion for uncomplicating tax matters allows her to provide a wide range of tax services to her clients, while also offering strategic planning to guide them with their overall tax needs.

Certifications
  • Certified Public Accountant (CPA) - Texas, Florida and Michigan
Specializations
  • Professional Services
  • Restaurant & Franchise
Services
  • Business Tax
  • Individual Tax
I enjoy working with small business owners and individuals to identify tax strategies that help keep more cash in their pockets.
Carol Szwed - Principal