Stees Walker

At SWC, we are a team of dedicated professionals who are passionate about helping our clients create a better financial future. Our mission is to simplify the complicated, to organize the messy, and to empower our clients to achieve their financial goals. We believe that everyone deserves more than just a CPA - they deserve a financial strategy advisor, a business consultant, and a personal sounding board.

Our Core Values

Our core values are at the heart of everything we do. We believe in integrity, professionalism, and innovation. We strive to build long-lasting relationships with our clients, and we are committed to delivering exceptional service with integrity and professionalism. We also believe in staying ahead of the curve, continually updating our knowledge and skills to ensure that we provide the most innovative solutions for our clients.

Our Team

Our team is comprised of experienced professionals who are dedicated to helping our clients achieve their financial goals. Each member of our team has a unique set of skills and experiences, allowing us to offer a wide range of services and expertise. From tax planning and preparation to financial strategy and estate planning, we have the knowledge and expertise to help our clients navigate any financial situation.

Laura Stees

Laura Stees is a seasoned professional with a wealth of experience in tax planning and preparation. She is dedicated to helping her clients minimize their taxes and maximize their net worth. Laura is known for her attention to detail and her ability to simplify complex financial concepts for her clients.

Marni Walker

Marni Walker is a financial strategy expert with a passion for helping her clients achieve their financial goals. She believes in empowering her clients with the knowledge and tools they need to make informed financial decisions. Marni is known for her creative problem-solving skills and her ability to develop personalized financial strategies for her clients.

Jennifer Shelton

Jennifer Shelton is an estate planning specialist with a focus on ensuring a smooth transfer of wealth for her clients. She is dedicated to minimizing taxes, maintaining privacy, and protecting her clients' legacies for generations to come. Jennifer is known for her compassion and her ability to provide personalized estate planning solutions for her clients.

Mallory Serzen

Mallory Serzen is a tax planning and preparation expert with a focus on helping small business owners and real estate investors minimize their taxes and maximize their net worth. She is known for her attention to detail and her ability to develop personalized tax strategies for her clients.

Yuliia Matvieieva

Yuliia Matvieieva is a financial strategy advisor with a passion for helping her clients achieve their financial goals. She believes in empowering her clients with the knowledge and tools they need to make informed financial decisions. Yuliia is known for her analytical skills and her ability to develop personalized financial strategies for her clients.

Causes We Care About and Support

At SWC, we believe in giving back to our community and supporting causes that are close to our hearts. We are committed to making a positive impact on the world around us, and we encourage our clients to do the same. Whether it's through volunteering our time, donating to charities, or simply spreading awareness about important issues, we believe that we can make a difference.

SWC Media Center

In our SWC Media Center, you'll find a wealth of information about our services, practice areas, and the latest financial news and trends. From blog posts and articles to videos and webinars, we offer a variety of resources to help you stay informed and make informed financial decisions. Whether you're looking for tax planning tips, financial strategy advice, or information on estate planning, we have the resources you need.

Why a CPA?

At SWC, we believe that everyone deserves more than just a CPA. We believe that you deserve a financial strategy advisor, a business consultant, and a personal sounding board. Our team of experienced professionals is dedicated to helping you achieve your financial goals, and we offer a wide range of services to help you get there. From tax planning and preparation to financial strategy and estate planning, we have the knowledge and expertise to help you navigate any financial situation.

Practice Areas

At SWC, we specialize in helping our clients create and leverage their income-producing assets in ways that minimize taxes, so they can reinvest the money they save on taxes to generate even more income. Our services are tailored to people who have assets they can leverage in this way - small business owners, real estate investors, and high net worth individuals and their families - as well as those who aspire to break free from what's been holding them back.

Services

We offer a variety of services to help our clients achieve their financial goals. From tax planning and preparation to financial strategy and estate planning, we have the knowledge and expertise to help you navigate any financial situation. Our services include:

• Tax Planning and Preparation: More than just typing numbers in boxes. At SWC, we're focused on increasing your net worth, protecting what's yours, and minimizing your taxes.
• Estates and Trusts: Estate planning that ensures a smooth transfer of wealth, while minimizing taxes, maintaining your privacy, and protecting your legacy for generations to come.
• Financial Strategy: Financial strategies that empower you to live your best life. Because at SWC, our life's work is to make your life better.

Resources

In our Client Center, you'll find a wealth of resources to help you stay informed and make informed financial decisions. From client resources and blog posts to payments and contact information, we have everything you need to get started on your path to financial freedom.