Business Details
50+ Years
experience
Your Trusted Accounting Partner in Merrillville, IN
Swartz Retson has been dedicated to providing comprehensive accounting and advisory services since 1919, rooted in Northwest Indiana. With a team of over 30 professionals, we prioritize client growth and success through timely, ethical, and professional solutions. Our mission extends beyond business advisory to active community involvement and fostering a collaborative work environment. We specialize in tax planning, audit and attestation, business valuation, employee benefits, and succession planning, serving diverse industries including construction, healthcare, manufacturing, and nonprofits. Our expertise is built on decades of experience, continuous education, and adherence to the highest industry standards.We maintain strict confidentiality and security protocols to protect client information, ensuring trust and compliance with federal regulations. Our commitment to quality is reinforced through peer reviews and active participation in professional organizations. By combining personalized service with technical excellence, we aim to be a trusted partner in our clients' financial success. Our long-standing reputation in Lake and Porter Counties reflects our dedication to meeting the evolving needs of individuals and businesses. Through strategic planning and a team-oriented approach, we empower clients to navigate complex financial landscapes with confidence.
Services
Tax Preparation
Audit/Attest
Business Valuation
Employee Benefits
Business Consulting
Succession Planning
Human Resources
Trust & Estate Planning
Construction Accounting
Nonprofit Advisory
Details
- Year established: 1919
Highlights and features
- We offer over 100 years of combined experience in accounting and advisory services.
- Our team of 30+ professionals provides tailored solutions for complex financial needs.
- We specialize in niche areas like ERISA audits and business succession planning.
- Our firm maintains strict confidentiality and data security protocols.
- We actively participate in peer reviews and professional development programs.
What people say
Deep industry knowledge
Personalized tax strategies
Reliable audit support
Long-term client relationships
Community involvement
Services
Tax Preparation
We provide comprehensive tax planning and preparation tailored to individuals, corporations, and nonprofits. Our team stays current with tax code changes to optimize savings and ensure compliance. Services include entity selection analysis, multi-state planning, and IRS representation.
Business Valuation
Our accredited professionals deliver defensible business valuations for mergers, succession planning, and legal matters. We use industry-standard methodologies and maintain AICPA ABV credentials to ensure accuracy in over 300+ valuations completed.
Audit/Attest
We offer audits, reviews, and compilations with adherence to GAAP standards. Our team provides assurance services for loan covenants, grant requirements, and fiduciary responsibilities while maintaining independence and technical excellence.
Succession Planning
We develop strategies for family business continuity, including ownership transfer, estate tax minimization, and management development programs. Our approach preserves wealth across generations with customized buy/sell agreements and funding plans.
Employee Benefits
We support retirement plan compliance through Form 5500 preparation, non-discrimination testing, and distribution assistance. Our services help businesses meet regulatory requirements while optimizing employee compensation structures.
People
Michael Jones
Principal
With 30+ years at Swartz Retson, Michael specializes in assurance services for construction and manufacturing sectors. He holds CPA and CMA certifications and serves on multiple nonprofit boards.
Tammy Lynch
Principal
Leading the tax department since 2010, Tammy focuses on tax compliance and planning for businesses and nonprofits. She has CPA credentials and oversees staff training in federal/state tax matters.
Gregory Ward
Principal
Greg brings prior Big Four experience and ABV accreditation to business valuations. He has completed 300+ valuations and audits for privately held companies while maintaining active roles in professional organizations.
David Batusic
Director
David oversees litigation support services with ABV, CVA, and CMA credentials. He has valued 400+ businesses and serves as a testifying expert in court cases involving business disputes.
Debra Van Prooyen
Principal
Managing the accounting department, Debra specializes in medical practice taxation and HR consulting. She holds CPA certification and contributes to nonprofit organizations in Northwest Indiana.
Questions
What accounting services does Swartz Retson offer?
We provide tax planning, audit/attestation, business valuations, employee benefits administration, succession planning, and industry-specific consulting for construction, healthcare, and manufacturing sectors.
How does Swartz Retson handle complex tax matters?
Our team stays current with tax code changes to provide entity selection analysis, multi-state planning, and IRS representation while optimizing tax savings for individuals and businesses.
What makes your business valuations reliable?
Our AICPA ABV-accredited professionals use standardized methodologies and maintain independence to deliver defensible valuations for mergers, legal cases, and succession planning.
Do you serve specific industries?
We specialize in construction, healthcare, manufacturing, nonprofit, and automotive retail sectors with tailored financial solutions developed through decades of industry experience.
How can I access client resources?
We offer file transfer capabilities and SafeSend for secure document exchange. Contact our Merrillville office directly for personalized support and resource access.
