Schwartz & Company

Business Details

9 Years

experience

Calgary Accountants for SMEs & Nonprofits

Founded in 2017, Schwartz & Company & Company is a Calgary-based accounting firm dedicated to serving small and medium-sized enterprises, not-for-profit organizations, and individuals. Our team combines traditional accounting expertise with interdisciplinary insights from social sciences, offering a unique perspective on financial, tax, and policy-related challenges. As a registered firm with CPA Alberta, we adhere to rigorous quality assurance standards and maintain a client-focused approach that prioritizes personalized service and cost-effective solutions. With over 25 years of combined experience, our professionals bring deep expertise in audits, reviews, compilations, and tax planning, supported by a commitment to continuous professional development.

We distinguish ourselves through a risk-based auditing methodology, tailored tax strategies, and a focus on understanding clients' broader operational contexts. Our interdisciplinary background enables us to analyze trends in public policy, taxation, and economic factors that impact our clients' financial decisions. We maintain transparent communication and collaborate closely with clients to deliver actionable insights while adhering to the highest ethical and professional standards. Our streamlined structure ensures efficiency without compromising the quality of service, making complex accounting solutions accessible to diverse organizations.

Services

Audits Reviews Compilations Corporate Tax Personal Tax GST Returns Payroll Services

Details

Year established: 2017

Highlights and features

We offer personalized service tailored to SME and nonprofit needs
Our interdisciplinary approach combines accounting with social science expertise
CPA-certified professionals with 25+ years of combined public practice experience
Competitive rates supported by efficient operational structure
Rigorous quality assurance processes approved by CPA Alberta

Associations and certifications

Chartered Professional Accountants of Alberta (CPA Alberta)

Website

Update Listing

Services

Audits

Our audit services provide independent assurance on financial statements for organizations reporting under ASPE and not-for-profit standards. We employ risk-based methodologies aligned with Canadian Auditing Standards to assess internal controls and identify material risks. Our approach combines technical expertise with industry-specific insights to deliver actionable recommendations that enhance financial transparency and regulatory compliance.

Reviews

We conduct review engagements that offer moderate assurance on financial statements through analytical procedures and management inquiries. Our team develops financial expectations based on industry benchmarks and historical data to identify anomalies. This service provides stakeholders with confidence in financial reporting while maintaining cost-effectiveness for organizations without external audit requirements.

Compilations

Our compilation services transform accounting records into financial statements for internal use and tax filing purposes. We prepare year-end adjustments and format statements according to client needs without assurance requirements. This foundational service supports efficient corporate tax return preparation while maintaining alignment with CRA regulations and tax optimization strategies.

Corporate Tax

We provide comprehensive corporate tax planning and compliance services to minimize tax liabilities within legal frameworks. Our team develops strategic scenarios for owner-managers to optimize total tax positions across corporate and personal returns. Services include GST/HST return preparation, payroll remittance management, and T4/T5 slip processing for businesses of all sizes.

Personal Tax

Our personal tax services focus on optimizing individual tax positions while ensuring compliance with CRA regulations. We assist with income tax return preparation, strategic planning for investment income, and coordination with corporate tax strategies for business owners. Our approach considers evolving tax laws to identify legitimate deductions and credits that reduce overall tax burdens.

People

Mycroft Schwartz

Partner

CPA, CA with 12+ years in public practice, specializing in accounting and tax services for SMEs. Holds BA in Political Science and extensive community engagement experience. Leads client relationships with focus on technical excellence and personalized service.

Ira Schwartz

Associate Partner

CPA, CA with 14 years of international experience in tax and accounting. Brings global perspective from practice in Canada and Australia. Specializes in explaining complex technical matters through accessible communication while maintaining rigorous professional standards.

Irina Schwartz

Office Administrator

BA, BEd with critical role in office operations and client service coordination. Combines educational expertise with administrative leadership to support firm operations while teaching high school in Calgary.

Lucky Schwartz

Canine Professional Assistant

Office mascot since 2019, providing client comfort and maintaining zero billable rate. Hypoallergenic breed accommodating to all visitors while contributing to positive workplace atmosphere.

Questions

What accounting services do you offer for small businesses?

We provide audits, reviews, compilations, corporate tax planning, and payroll services tailored to SME needs with personalized attention.

Are you certified by professional accounting bodies?

Yes, we're registered with Chartered Professional Accountants of Alberta and maintain all required certifications and quality assurance standards.

How do you handle tax planning for business owners?

We analyze corporate and personal tax positions together to develop integrated strategies that minimize total tax liabilities while complying with regulations.

What industries do you specialize in?

We work with construction, transportation, oil & gas services, manufacturing, private schools, and various nonprofit organizations across Alberta.

How does your interdisciplinary approach benefit clients?

Our social science backgrounds enable broader analysis of policy, economic, and technological factors affecting clients' financial decisions beyond traditional accounting perspectives.