Lori J Schwartz CPA - Ridgefield, Connecticut

Profile of Lori J Schwartz, CPA

Introduction to Lori J Schwartz CPA Services

Lori J Schwartz CPA stands as a prominent financial advisory entity, meticulously offering professional accounting services tailored to individual and possibly corporate financial needs within the Ridgefield, Connecticut vicinity. The practice, helmed by the experienced Certified Public Accountant Lori J Schwartz, positions itself as a reliable source for comprehensive financial management solutions. For individuals or businesses in Ridgefield seeking organized financial oversight, this entity presents itself as a potential partner for navigating complex tax liabilities, ensuring regulatory compliance, and planning for sustained financial growth.

Understanding the Expertise Offered

The core service provided by this accounting firm is rooted in the designation 'Accountant,' a field demanding precision and a deep understanding of financial regulations. While the scope might extend beyond mere tax filing, encompassing areas like bookkeeping, financial planning, and business advisory services, the primary expertise highlighted is centered on accounting functions. This typically involves meticulous record-keeping, preparation of crucial financial statements for both personal and business entities, strategic tax planning aimed at minimizing fiscal burdens, and ensuring adherence to the ever-evolving landscape of tax laws and financial reporting standards. The accountant likely leverages this expertise to provide tailored advice suited to the unique circumstances of each client.

Business Location and Accessibility

Located at 28 Aspen Ledges Road in Ridgefield, Connecticut (06877, United States), the practice provides a physical presence for clients seeking direct interaction or preferring face-to-face consultations. This Ridgefield address places the accounting firm within the affluent Greenwich Hills area, suggesting a client base that might include affluent individuals, small to medium-sized enterprises, or high-net-worth individuals requiring sophisticated financial management. The practice explicitly mentions a wheelchair-accessible car park, demonstrating a commitment to accommodating clients with diverse physical abilities and ensuring equal access to financial services, a crucial aspect of modern business operations and client care. This physical accessibility complements the professional services offered.

Contact Information and Client Coordination

For contacting Lori J Schwartz CPA, several channels are available. The primary method is telephone, accessible via dialing 2034311652. This direct line allows for immediate inquiries, appointment scheduling, or discussions regarding financial needs. Alternatively, while the web address field appears empty in the provided information, it is standard practice for professional accounting firms to maintain a website detailing their services, client testimonials, downloadable resources, or online contact forms. Clients are strongly recommended to book appointments beforehand, likely due to the specialized nature of accounting services, ensuring dedicated time for thorough consultation and addressing specific client concerns without undue waiting periods.

Client Feedback and Reputation

The online reputation of Lori J Schwartz CPA, as reflected on Google My Business, indicates client satisfaction. The company has garnered 2 reviews on this platform, which, while a relatively small sample size, signifies some level of client engagement and feedback provision. Notably, the average rating achieved is a perfect 5 out of 5 stars. This high score suggests that clients receiving services from this CPA are generally very pleased with the professionalism, accuracy, efficiency, or the quality of advice provided. It implies a service that meets or exceeds client expectations, a critical factor in maintaining a loyal clientele within the competitive financial advisory sector.

Significance and Relevance for Clients Seeking Accounting Services

For individuals or entities situated in Ridgefield or the surrounding areas of Connecticut, seeking organized financial management, Lori J Schwartz CPA represents a dedicated accounting resource. The emphasis on appointment recommendations and wheelchair accessibility underscores a client-focused operational approach. The core offering of accounting expertise remains foundational. However, the presence of a dedicated CPA suggests a potential role extending beyond basic bookkeeping, encompassing advisory functions crucial for sound financial health. Whether one requires straightforward tax preparation, complex financial statement analysis, or strategic advice to optimize financial outcomes, this practice, led by a certified professional, could provide the necessary expertise and personalized attention needed to navigate the complexities of modern finance, contributing positively to the client's overall financial well-being and decision-making processes.