Cheerful Business Meeting

you need more

than an accounting firm

 

you need a financial partner

You need an accounting firm that:

  • Understands what it means to be business owners and entrepreneurs because they are business owners and entrepreneurs themselves

  • Looks beyond the numbers to really understand what's going on

  • Know's how to make the complex easy-to-understand

  • Presents options beyond what you asked for

about swartz & reeder advisors

 We are one of the premier tax and consulting firms serving businesses in the Chicago-area and nationwide 

Swartz & Reeder Advisors is founded on the principle of doing the utmost for each and every one of our clients. Our excellent reputation in the community has been earned through diligence and care. Each client is important no matter how large or small.

 

Our team stays current of the latest rules and changes in both tax law and financial trends. We recognize that each client has unique needs. This is why we implement a tailored approach to bring to our clients the best result possible for them. We also continually upgrade and streamline our technology, giving us an important edge in this respect to most of our competitors.

45+ Years experience

60+

industries

served

what customers are saying

Business Owner

"I would like to thank and highly recommend Michael Reeder. He is an excellent accountant. I have worked with Michael Reeder for over 5 years. He has been my personal accountant for many years. Several years ago he was able to to recuperate over $26,000 due to me in refunds that no other accountant was able to help me with. Micheal Reeder is an amazing accountant who is highly efficient and very compassionate. He has attributes of an excellent accountant and would highly recommend his services."

- Lupe Martinez

Business Meeting

"First and foremost, a special shout out to Michael & Mimi Reeder and Barry!!! Very professional, very knowledgeable, and very transparent with their work! I walked in worried about the first time filing my taxes as a business owner and walked out very comfortable/satisfied! They are definitely not your "Joe Shmoe" HR Block type shop and you'll have no regrets coming here to get your taxes done. If you're looking for a "tax doctor" come here and you won't regret it!!!"

- Mike Bradica

 

MEET YOur team

Our team of dynamic individuals is committed to working together with you and your team to help you reach your goals. Our partners have deep business and entrepreneurial experience, and our staff are hand-picked for their dedication to teamwork.

Our team of dynamic individuals is committed to working together with you and your team to help you reach your goals. Our partners have deep business and entrepreneurial experience, and our staff are hand-picked for their dedication to teamwork.

Barry Swartz, CPA

For more than five decades, Barry has proven to be the type of adviser that clients trust when it comes to making sound tax and financial decisions.  Having effectively dealt with multiple types of tax controversies throughout the years, Barry continues to provide clients with strong representation in front of the IRS and state taxing authorities. 

Affiliations: Illinois CPA Society
Education: BS in Commerce, DePaul University

Contact: P: 847-241-5800 ex 1 : E: barry@swartzreeder.com

Michael Reeder, CPA, Managing Shareholder

Michael is the managing shareholder of the firm and is the lead advisor in the firm's niche service of advising clients through the business buying process. He is well versed in all things accounting, tax, entity structure, funding, financial projections, resale financial statement due diligence, franchise disclosure document items 5,6,7,19,21 as it pertains to buying a business and small business ownership. Michael also works with all clients on their tax planning needs. Michael also helps business clients prepare for their exit and mitigate capital gains tax upon the sale of their business.

Affiliations: Illinois CPA Society, Franchise Brokers Association, The Franchise Consulting Company, The You Network, International Franchise Professionals Group, The Great American Franchise Expo
Education: BS in Accounting, Northeastern Illinois University

Contact: P: 847-241-5800 ex 2 E: michaelreeder@swartzreeder.com

Mimi Reeder, Chief Operating Officer

Mimi joined SRA in 2013 as a staff accountant Since that time, Mimi's role at the firm has increased significantly, first as a payroll specialist, then as assistant manager and now as Chief Operating Officer and Partner.

Affiliations: Illinois CPA Society

Education: BS in Accounting, University of National & World Economy

Contact: P: 847-241-5800 ex 3 : E: mimireeder@swartzreeder.com

Timothy Pace

Senior Staff Accountant

Michelle Watson

Senior Staff Accountant

Robin Mahan

Senior Payroll Accountant

Daniel Lusk

Enrolled Agent

Arnold Jansen, CPA

Thomas Kirk

Enrolled Agent

Teddy Ivanova

Staff Accountant

Jerald Williams, CPA

Catea Merchan

Senior Staff Accountant

Jonathan Pace

Director of Franchisor

Relations

Megan Schwan

Accounting Software

Specialist

William Caref

Coordinator of

Strategic Partnerships

Radi Dobreva

Marketing Coordinator

Whatever Success Means to You, 

Swartz & Reeder Advisors Gets You There

 
 

Start

Get started on your taxes. Start a new franchise or acquire a new business.

Expand

Expand your facilities. Expand your products / services. Add locations. Go online. 

Sell

Sell your business.

 

Acquire a new business or franchise.

More Time Away

Spend less time working in your business and more time on what's important to you.

We take care of your finances

so you can take care

of what's important for you

333 Skokie Blvd, Ste 101A, Northbrook, IL 60062

info@swartzreeder.com |   847-241-5800

© 2021 Swartz & Reeder Advisors 

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