Schwartz & Schwartz, PC

Schwartz & Schwartz, PC

Reviews Summary

The overwhelming consensus is extremely positive, with most reviewers praising the firm's expertise, professionalism, and long-term reliability. Many highlight exceptional service spanning 10-20+ years, particularly noting their specialization in healthcare professionals' accounting needs. Reviewers appreciate prompt communication, user-friendly systems, thorough knowledge of tax rules, and friendly staff. The firm is consistently described as efficient, organized, and trustworthy, with several mentioning significant tax savings. While one reviewer desired more proactive tax strategy suggestions, nearly all strongly recommend the firm for their accuracy, responsiveness, and niche expertise in medical professionals' finances.

About This Listing

Accounting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Healthcare
Professional Services
QuickBooks
GAAP Compliance
Years of Practice
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Healthcare
Professional Services
QuickBooks
GAAP Compliance
Years of Practice
CPA License

Contact Information

Address

8 Cedar St #54

Woburn, Massachusetts 01801

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

I have been using Schwartz & Schwartz for almost 20 years and the experience has been great. Andrew is extremely knowledgeable and efficient and I enjoy meeting him every year. He is readily available for questions or advise during the year. I have never had an issue with their work and hope to continue using them for years to come.

This is my first year using Schwartz and Schwartz for my taxes. It has been a great experience. Rick is exceptionally responsive over email and is very easy to reach on the phone. Their website is also secure and easy to use. I was able to upload all my documents, have a 1 hour call with Rick on a Saturday morning and everything was all set. He provided clear instructions and answered all questions. They are certainly very comfortable with all the nuances of tax preparation for physicians. Will use n

I have been with Schwartz and Schwartz for 10 years and couldn't be happier. Throughout my career as an orthodontist I have used a number of accounting firms in multiple states in search of just the right fit...until I began working with Andrew Schwartz. He and Rick and their staff are extremely knowledgeable and very good at what they do. They have continued to exceed my expectations of what you should expect from an accounting firm and treat me more like family as opposed to just a client. I highly re

We?ve worked with Andrew Schwartz for more than a decade. We really appreciate that he offers phone appointments too - makes doing taxes much more convenient! We trust his advice implicitly and his office is always extremely professional. We recommend him highly and look forward to working with him for many more years.

Schwartz and Schwartz has done our taxes for years, and they are terrific: prompt, efficient, thorough, and easy to communicate with. We have been impressed by every member of the team, from the staff assistants who greet us when we arrive for a meeting to the accountants who email to double check things or to remind us that we have paperwork due. But I'd like to particularly note how much we appreciate working with Andrew Schwartz, who is genuinely nice and has a great sense of humor. He clearly enjoys his

I have been a client for over 20 years! Andrew and Rick and the team are amazing! They are knowledgeable, responsive, thorough, organized and very pleasant to work with. I highly recommend Schwartz & Schwartz.

I have been working with Andrew since 2000. He has helped me out in a variety of ways, as my work & income history has been atypical (in a good way). Despite the complexity of my income sources, Andrew always knows how to organize it at tax time and he gets it done. The front desk staff are always pleasant and professional. Several years ago, I moved away to the Cape. For a two year period I had my taxes done elsewhere, and I learned that the services and professionalism offered at Schwartz&Schwartz ar

Andrew Schwartz is wonderful! As somebody in my first year of owning my own business (medical office) he took what I thought would be a very complicated process and made it simple! I am very happy with the level of service and quick responses to any questions we have.

Rick has been preparing my taxes for years. He is extremely knowledgeable about all things private practice. I typically see him for 45 minutes a year in February or March and everything goes very smoothly. If I have a question during the year, he has always been very quick to respond with the information I need. I recommend the whole firm to any clinician.

Andrew Schwartz is a fantastic accountant. He is extremely responsive to questions and always answers quickly. His office is a well oiled machine and always efficient. Taxes are always a great experience.

Andrew Schwartz is an excellent accountant. He is available, responsive, accurate, and efficient. I have been extremely happy with his services. The office is friendly and runs well.

I?ve been a client for over 10 years. The level of professionalism and attention to detail is second to none. Questions are answered promptly. Communication is clear and effective. Their internal system for collecting documentation and helping clients enter their information is user friendly and intuitive. We recently moved to CA and I?m grateful Rick is keeping me on as a distance client. I wouldn?t want anyone else helping me navigate my business taxes with my home sale taxes from MA, not to mention my h

Very well organized (tax and more) accountancy. They use comprehensive, secure online technology, the staff are very friendly, precise and professional, the office is well organized and professional, the service is efficient and knowledgeable. Service is very consistent over time! Leaves nothing to be desired! Highly recommend this firm, we've been using them for our personal tax returns for well over a decade!

Andrew, Rick and the entire team are amazing. They are friendly and helpful at any instance. The knowledge, consultation, client service and timeliness is worth a lot more. Their niche approach for healthcare sector is taking a higher growth.

Can?t say enough good things about our experience here. Amanda has been phenomenal in every way- responsive, friendly, helped us to get more organized and save money, be proactive for the next year, and made us feel comfortable and in great hands about things we are not knowledgeable in. Reminders and tools provided throughout the year are very helpful. Cost of service is extremely reasonable. Office staff is great and also the office is very kid friendly! Would recommend to anyone.

I have been a client of Schwartz & Schwartz for about 18 years and I can?t express the great satisfaction that Andrew and Richard put together to take care of all types of accounting. They value all their clients and treat them like family. Kudos !

I've been using Schwartz and Schwartz CPAs since 2013. Initially Andrew Schwartz was my CPA and then once I opened my own dental practice, Kevin Miller was assigned to me. I couldn't be happier with their service. We get multiple visits per year with Kevin and the company also handles payroll for the business. Highly recommend them for dental practices.

I met with Amanda M. at a time of high financial stress in my life - starting a new business, unexpected family obligations, lots going on! Not only did Amanda prepare my return effectively and efficiently while answering all my (many) questions, but she really went above and beyond when she noticed my distress, and took the time to email me after our appointment with some budgeting solutions she had put together without me even knowing to ask. I'm really grateful - would absolutely recommend!

Rick Schwartz has been outstanding for over 15 years. Referred by friends who continue to use his accounting services even out of state! Thank you Rick! P.S. they are also fantastic at answering my many ?s after I hear or read things in the news.

This firm and it's directors are very knowledgeable, responsive and easy to reach. They specialize in the tax responsibilities of healthcare providers and can also handle tax matters related to trusts, retirement planning and businesses. They have a deep bench of advisors helping them as needed. They have served me well for two decades ; I can recommend them most highly.

Schwartz & Schwartz are doing a great job on tax return! Communication with associates are prompt and clear. When extra service are needed, they always respond quickly. highly recommended.

Pros: Experienced in the ways of healthcare providers - and their financial needs. Easy to schedule appointments online with your accountant or on the phone Easy to upload my info and communicate during a busy tax season Willing to take the time to explain upcoming changes, things to pay attention to for the next year. Also available for questions during the year....and a mid year review to make sure you are on track for the upcoming tax season. Great website with useful information. I say all the above bec

I have been long-standing client of Schwartz & Schwartz, both when I lived in Massachusetts and now that I live in Tennessee. Their expertise, customer service, and broad set of offerings are all outstanding. I couldn't imagine working with anyone else.

I've had a great experience working with them, especially Kevin Miller, for about 4 years now. They are helpful, efficient and professional and take the time during a very busy tax season to explain things. I will continue to work with them in the future.

Andrew Schwartz has filed our taxes since we first came back to MA after medical school over 20 years ago. It is always good to catch up annually! Much appreciated!

We've worked with Andrew Schwartz for many years (we are psychologists in private practice) and have had a consistently excellent experience. Andrew is seasoned, smart, clear, funny and responsive.

My wife and I have been using Rick Schwartz for our accounting needs since the late 90's. He has always exceeded our expectations. He is always available to answer questions that come up. Because he specializes in healthcare professionals, I would highly recommend that such professionals seek him out. He knows the accounting rules for healthcare professionals inside and out. But don't use him if you're looking to fudge the numbers because he will not help you cheat. He knows which expenses can be deducted a

I am an orthodontist in Cambridge, MA. I had 2 previous accountants before I met Andrew Schwartz. He sat down next to me and should me how to enter my business expenses into quickbooks right in my own computer. He broke down the business expenses into 4-5 categories. This is what I needed to get started to square away my expenses. It was a good experience to have my 2 previous well paid accountants to realize what I had been missing from having Andrew and his team for my business and personal accounts. In t

The Schwartz brothers have been performing my Tax Preparation Service for more than 20 years. They have always been professional, and the service has always been first rate.

Can?t say one negative thing about these guys. We?ve been doing business with Andrew for years. He?s always on time for our appointment and estimates the bottom line before we leave the office. Big focus on customer service is a plus.

Good job but not great: I wish my tax preparer would independently suggest creative ideas for saving me money, or anticipating tax changes. I appreciate simply getting the taxes done and having deadlines for my quarterly payments. But I don't feel I have a great "match" with my preparer and when I tried making a change, it was hard to explain what I was looking for, so I ended up just staying with the status quo because it was easiest and adequate, if not great.

We've trusted Schwartz and Schwartz for over a decade and have found Rick to be the ultimate professional. As a group they are excellent and have tremendous integrity.

Andy has been helping us with our taxes for over 18 years now. Always friendly, professional, thoughtful and detailed. Couldn't imagine life without him!

Great group of people. Rick has been doing the taxes for my psychology practice for about twenty years. Always available, professional, reliable and nice!

Great accountants. Have been with them for 22 years. They are very professional and knowledgeable. Andrew has been a great help for the practice and always willing to help. Highly recommend them

Amanda Mauriello is an awesome tax accountant! She made the whole process very easy and found some massive tax deductions that ended up saving me a lot of money. I highly recommend them!

In my experience Schwartz & Schwartz has been conscientious, efficient, and thorough. That has been true with tax filings and with any issues that have come up with the IRS.

Andrew has been helping me and my practice for accounting and other works. Very approachable and reponsive all the time. I highly recommend Andrew and his firm.

Very efficient! I uploaded documents and almost everything was prepared before we even met in person. Very knowledgeable and helpful accountants. I will definitely be using this group for my taxes for years to come.

We've been with Schwartz & Schwartz for over 30 years and have always found them to be knowledgeable, responsive and a pleasure to work with. We would strongly recommend them!

Excellent professional tax adviser at a very affordable cost. I work with Schwartz & Schwartz for several years and can highly recommend them.

Andrew and his firm are always helpful. They communicate well and are efficient in their work. Highly recommended.

I have been a client of S&S for more than 12 years. Exceptional professionalism, very fast, reliable, outstanding level of expertise.

very friendly office staff! Accountants are knowledgeable and helpful. Andrew took the time to research laws that would help my situation. Very great experience!!!

I have been going to Rick annually for tax filing since I was a resident, now over 10 years ago. Highly recommended.

We have been using Schwartz & Schwartz for many years. They always provide a GREAT service!

Excellent firm. Have been using them for 6 years. Intelligent, friendly, and great customer service.

Rick is outstanding. Very knowledgeable and always ready to help and answer questions. I?ve been his client for many years.

Been with them for years and couldn?t recommend anyone else . Andrew is very accessible and get s back to me with any questions or issues that I may have .

Excellent staff, very knowledgeable, I wouldn't go anywhere else for my taxes. They are very thorough and make things easy.

I?ve been a client of Rick Schwartz for many years. The company is highly professional and a pleasure to work with!

These guys are great. Been doing my taxes with them over 15 years now. Can't say good enough things about them!

Always timely response to questions. Appreciate the advice and friendship had for many years. Recommend very highly for their knowledge and counsel.

Very helpful and attentive. We use them every year and they make our taxes quick and simple.

Great service from Andrew! Always knowledgeable, up to date, efficient, and a great explainer of the subtleties of one's taxes!

Schwartz and Schwartz are knowledgeable, efficient, and are great to work with. I highly recommend.

Rick has done my taxes for over 20 years now, and I cannot think of a single bad thing to say, which is very unusual!

I've worked with Rick for over 20 years and I couldn't be happier with the service!

We have been using Schwartz & Schwartz for years, and been nothing but satisfied.

Full service tax prep; friendly & knowledgeable. The best money I spend all year!

Prompt, timely and understand well the untricacies of our professional work as private practice and salaried physicians

Been using them for over 15 years. they are excellent.

Wonderful and very knowledgeable accountants, makes tax time far less stressful.

Professional. Extremely knowledgeable No hassle online set up. Accountants for life.

16 years' professional relationship going stronger year after year!

Great service. Best Tax accountant I know

Excellent service. very knowledgeable and experienced

I've been with them for years. They are full service

Attention to detail is always present, very attentive to all matters!

Very knowledgeable, professional and courteous.

Professional service and well established accountants.

Organized, professional, kind, helpful.

Always a good experience.

Wonderful professionals!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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