At Schwan & Associates, digital doesn’t mean depersonalized. We aren’t substituting real people for robots; rather, we’re streamlining the lower level processes of accounting, so there’s more time to focus our expertise on the big picture activities, like implementing tax strategies and applying financial data to business decisions.

Combining great technology and quality work is what we do best. You’ll receive all the detailed care of your traditional accountant, with the added advantages of a modern, digital system. We’ll get to know you and your business, and spend time helping you apply your accounting in ways that help you succeed and grow. We want you to get to know us, too.

Get to Know Your Accounting Team

Tom Cosmeier

Tom Corsmeier BAC

Meet Tom
For some, good isn’t good enough. Obsessive about numbers is the best way to describe Tom. Having obtained a Certificate in Business Administration early in his career, Tom has many years of valuable experience in business including 20 years of personal tax (wow). Who wouldn’t hire this guy!

Jeff Schwan

Jeff Schwan CPA, CGA

Meet Jeff
See Jeff run. No Kidding! When this guy isn’t running numbers helping people with their business, he is running. Running for charity, running because he can. An accomplished accountant that cares to make a difference.

Accounting & Tax

For most of your day-to-day and year-to-year business financials, you need the expertise of an experienced accountant. We can help you with specific financial planning, bookkeeping, reporting, and taxes. We’ll offer specialized advice that you need to make better business decisions and experience growth and profitability.

Law

Often, lawyers are there not only to help through tough situations, but to help you build the framework of your business. They can help you spot opportunities, avoid bad deals, and resolve minor disputes without going to court. Schwan & Associates CPA works with lawyers who come highly recommended from satisfied clients.

Wealth

Every day, we help clients control their finances with ease and confidence. We are often one side of a financial management team that includes wealth and financial advisors. Are you looking for advice on debt management, investing, or wealth management? We can introduce you to a professional for long-term financial planning.

Insurance

You need an insurance policy you can trust to protect your business, your assets, your intellectual property, and more. The Schwan CPA team will help you set an insurance budget you can handle; then, we’ll help you get in touch with an insurance professional who can find you the most comprehensive policies and coverage.

Marketing

Getting in front of clients can be difficult and time-consuming. Hiring a marketing professional is essential for promoting your business to the right audience. From photographers and website designers, to SEO specialists and copywriters, we have contacts within the marketing industry that can help move your business forward.

What Our Clients Are Saying

“Schwan & Associates are very professional and courteous. I've been working with them for over a year and it's nice to have such an experienced accountant on my side. I like that I am able to get in touch with them fairly quickly and my business' needs are handled in an acceptably timely manner.”

R2 Contracting Inc.

“Jeff is great to work with, he has been very helpful and efficient in getting my books organized and filed to date. Jeff made my business accounting easier to manage. I will recommend him for any accounting and quickbooks needs!”

Laru Homes Ltd.

“Jeff is very professional and goes the extra mile to ensure his clients are completely satisfied. Highly recommend this accounting agency to anyone.”

J&C Media Corporation

“I initially contacted Jeff Schwan for a consultation in regards to Quickbooks. He was able to explain in layman's terms how to handle some transactions within the Quickbooks program. I inquired about their rates for year end tax preparation and was pleasantly surprised how reasonable they were. Working with Jeff was just easy, their "paperless" system is efficient and a great time saver, simply upload the documents, no need to run requested paper to there office. Jeff even entered in the year-end adjusting entries!”

Maple Airbrush Supplies Inc.

“Jeff has provided our company with fullsome service, including pain-free year-end reporting and corporate tax filing, as well as providing practical advice regarding our general operations of Quickbooks. As a decade-long user of Quickbooks, I find Jeff knowledgeable and supportive. My partner and I look forward to our future collaboration.”

Nodelcorp Consulting Inc.

“Jeff is very organized and provides excellent guidance to me for my small business. His responses to questions or requests for new information are very timely and provide clear information.”

Numbers Safety Inc.

“Jeff is a knowledgeable accountant. We have used him for a few years now for our taxes and he is always available answer our questions and provide advice on how we can save money!”

Shelley Campbell

“Very Professional and just overall very good service. Jeff is quick and friendly and wonderful to deal with. Will be returning again next year for our Income Tax Returns.”

Kayla Woytowich

“Jeff has been an absolute life saver! He is quick to respond, always helpful and provides the most current information in helping me with my small business operation. I am happy to recommend his services to any individual looking for personal tax assistance, or to any business who is looking for someone helpful, efficient and reliable.”

Elisa De Fazio

“Jeff has been super helpful in helping with our little small business!”

Redefining Rover

“Jeff is so great to work with! He is so helpful and walks me through everything with ease even when I’m totally unorganized at tax time. Thanks so much Jeff! ”

Amanda Friesen

“Jeff is a former colleague and he really knows his stuff! I have, and will continue to recommend his firm for personal, and business needs!”

Nikki Moser

“Jeff did mine and my husbands taxes, and was very thorough and professional. I would highly recommend him!”

Lisa Austin

“Thank you Jeff for taking time to see me today to do my taxes, I will be coming back next year. Much appreciated. Xx ”

Paige Claffey

“It was a great experience dealing with Jeff! He was helpful with all of my tax questions! Thanks again!”

Tiffany Ruth