Maloney Reed Scarpitti & Co

Luke Kuzmish

Feb 5, 2022on

Amy Swartzfager was my first accountant and I hit the jackpot. I cannot sing her praises loud enough! To set the stage: I got divorced and moved 2 times this year in addition to converting from full-time self-employment to a W2 employee with part-time self-employment. Amy dealt with my anxious emails, providing all the information I needed and making sure she got each document from me (piece by piece, sorry Amy!). She was able to tell me the max SEP-IRA contributions I could make for the year, as well as calculated my refund amounts. I was anticipating owing money so when she sent me an email saying I would be receiving a (large) refund, I was very pleased. The rates were beyond fair and Amy responded to texts and emails on the weekends, including answering some questions about where I should pull money from to purchase my first home.