- Name
- Jeffrey Schweitzer - Northeast Financial Strategies - Tax & Financial Services
- Company
- Northeast Financial Strategies
- E-mail
- Contact Jeffrey Schweitzer - Northeast Financial Strategies - Tax & Financial Services (Northeast Financial Strategies)
- Website
- http://www.nfsnet.com
- Office Phone
- (800) 560-4637 x 14
- Alt. Phone
- (781) 440-6655
- Fax
- (781) 440-6665
- Address
- 667 South Street #4, Wrentham, MA, 02093
- Description
- "Financial Strategies That Fit Your Needs"
SPECIALTIES
Specializing in Tax & Financial Planning for Individuals & Small Businesses, we can help the homeowner or prospective buyer save tax dollars through the home. We can also help to provide mortgage protection insurances and provide overall plans to maximize savings and minimize taxation.
ABOUT ME
Mr. Schweitzer joined Northeast Financial Strategies in January of 1998 after graduating from The Maine Business School at the University of Maine at Orono in December of 1997. He graduated with a Bachelor of Science degree in Business Administration and a Management Concentration and was awarded the U Maine Presidential Achievement Award.
Mr. Schweitzer holds his Life, Accident and Health Insurance Broker`s License. He has earned the Estate Planning Associate (EPA) designation, the Certified Estate Planner (CEP) designation, & is an Accredited Tax Preparer (ATP) through ACAT. He is a member of the National Institute of Certified Estate Planners (NICEP) , the National Association of Tax Professionals (NATP) , the Massachusetts/Rhode Island NATP Chapter, as well as elected Secretary of the Board of Directors of the MASS/RI NATP Chapter, the National Society of Accountants (NSA) , the National Notary Association (NNA) , a life member of the National Eagle Scout Association (NESA) & a life member of the University of Maine Alumni Association (UMGAA)
Mr. Schweitzer currently resides in Wrentham, Massachusetts, with his wife Dawn, daughters Camden, Callie, & Neila and their dogs Kasey & Roxy. In his spare time he enjoys coaching youth sports or riding his motorcycle.
Follow me:
NFS - Northeast Financial Strategies Inc.
Promote Your Page Too
TESTIMONIALS
"Jeff and his company consistantly work hard to benefit me personally as well as my company with great knowledge, good pricing, and in a timely manner. I plan to work with him in the future." (December 10, 2010)
"Hiring Jeffrey as my personal Accountant was the right decision, he is extremely professional and a pleasure to work with. I would absolutely recommend his accounting services to others." (December 4, 2010)
"Jeff has been my accountant since I finished massage school in 2005 and entered into the world of self-employment. He has been a valuable resource to me over the past 5 years, not only with filing my taxes, but also with understanding the financial 'ins and outs' of having my own business. Jeff is always available to answer any questions I have and to assist me in any financial issues that may arise. Last year the IRS misplaced my quarterly tax payments and Jeff worked diligently with me and the IRS to resolve the situation. I trust Jeff's knowledge and expertise and highly recommend him to my family and friends." (December 2, 2010)
"Great Results , Expert, High Integrity" (November 4, 2010)
"Jeff was able to assist me in consolidating my two life insurance policies to gain greater assets while saving me money on my monthly premiums! If you need tax preparation services Jeff can assist with both federal, state (in my case multi-state) tax returns with ease! I strongly recommend Jeff as your financial services provider." (October 6, 2010)
"Jeffrey is a great pleasure to work with as he is respectful, professional and extremely knowledgeable. Jeffrey is also very patient, answering all questions and explaining anything that is not understood. I would highly recommend Jeffrey to others without hesitation." (September 7, 2010)
"Great Results , Personable , Expert" (September 7, 2010)
"I utilized Northeast Financial Strategies' services in 2010, and was very pleased with the results. Jeff is extremely well-versed in all tax-related matters, and was methodical in his approach (and as a bonus, he's an all-around pleasure to work with). I highly recommend Jeff's services." (August 31, 2010)
"Jeff and Northeast Financial Strategies have provided me with tax preparation and have been great to work with. I would highly recommend Jeff to anyone looking for help with financial services." (August 31, 2010)
" I have known Jeffrey Schweitzer now for more than 15 years and have used his firm for payroll, accounting and business tax returns for several businesses past and present and have always been pleased. Jeff is very thorough and patient in answering my many questions and prompt in addressing any of my concerns I may have had. I have referred people to Jeff who have been equally pleased. I would recommend Northeast Financial Strategies to all my personal and professional contacts." (August 23, 2010)
"Jeff was doing my income tax return and I was satisfied with the results of his efforts. I have worked with his Father for years and would trust him with my life. Jeff is from the same tree. Jeff is well on his way earning the same integrity." (August 19, 2010)
"Jeff was a detailed oriented great around boss. He also prepared my tax returns and was able to get me a life insurance policy. I have referred people to this company and would again" (August 19, 2010)
"Jeffrey is always very able and willing to answer all questions and concerns relating to my business. He is very punctual returning phone calls and e-mails. Always a pleasure to deal with Jeff and he stays until the work is completed to his satisfaction." (August 18, 2010)
"Jeffrey was a referral that turned out to be the consummate professional. He and N.F.S. were a welcome addition to our family tax preparation needs. He made the process seamless. Easily over and above any service we formerly used. Jeff, consider us a lifelong customer." (August 17, 2010)
"Jeff is a man of high integrity and has true compassion about the job asked to do and is professional enough to do it. It isn't "just a project" to him as he delves into it." (August 4, 2010)
"Jeffrey Schweitzer prepared my personal and business tax returns and I couldn't have been more pleased. From the start, Jeff was very thorough in learning about my business and my accounting needs. My questions were answered promptly and accurately and I felt comfortable and secure that my tax returns would be prepared as best they could. Once my returns were completed, Jeff shipped my copies to me right away saving me a trip to his office, which was very appreciated. Also the presentation was excellent, everything was clear and concise and very easy to manage. I would recommend Northeast Financial Strategies to all my personal and professional contacts." (May 23, 2010)
"I just wanted to thank you for the wonderful work you did on our taxes. Ryan and I thought we owed much more so we were thrilled! We will definitely be back next year!!! ." (April 27, 2010)
"Jeff is a very well respected and knowledgeable accountant. I have been using his services for the past five years and look forward to continuing our business relationship." (February 18, 2010)
"I have been working with Jeff for about 8 years and he and his firm have been very responsive and professional. I will continue to work with Jeff and encourage you to." (January 13, 2010)
"Jeff has done outstanding work for me through several difficult years. Thanks Jeff!" (December 9, 2009)
"Jeff has been my accountant for a while now. He's a great guy and I've really come to depend on his help and expertise in a number of ways. Most recently, Jeff helped me with formalizing my consulting practice into an LLC. He was extremely helpful for guiding me to making the best configuration for my practice with an eye tax implications as well as my practice's growth. I've recommended his services to my friends and he does an excellent and through job!" (October 9, 2009)
"My new husband and I have asked Jeffrey for help with many of our financial questions as we merge our finances. He answers all of our questions with expertise and patience, and does it in a warm and friendly manner. He has also done my taxes for the last few years. In fact, I first hired him with extremely short notice for my taxes and I was so grateful for his quick turnaround. We will surely continue to work with Jeffrey for our future financial planning issues." (September 30, 2009)
"Jeff has been preparing my taxes now for the past few years. He does a thorough job at a reasonable price." (September 30, 2009)
"I had Jeff do my taxes last year because I had some issues and I needed guidance on them. Jeff was able to help me and did so in a very professional manor. I will use Jeff's services from now on." (September 30, 2009)
"I could not imagine hiring someone other than Jeff to provide detailed work and advice during a normally stressful time of the year. Jeff has been a pleasure to work with over few years and I look forward to our continued relationship." (September 30, 2009)
"Jeff is a man of high integrity and has true compassion about the job asked to do and is professional enough to do it. It isn't "just a project" to him as he delves into it." (September 30, 2009)
"Jeff has been a great help during the year for any questions that I might have, and always get back to me in a timely manner. I recommended several people to Jeff, and they always came back with rave reviews for him. I will continue to use Jeff for my taxes and return, and will continue to recommend him to all my friends." (September 30, 2009)
"Jeff is quite personable and is always available for questions to help expedite the process. Jeff has been filing my taxes for several years and it has always been timely, accurate, and affordable." (September 3, 2009)
"Jeffrey does an excellent job, very professional and has been a great resource." (May 1, 2009)
"Jeff is very personable and professional. He was very thorough in completing our personal and business taxes. I recommend Jeff's tax and other financial services and believe his company offers a good value." (April 14, 2009)
- Amy-Sue Hasselbaum MBA, MA
"Jeff has been a great asset in getting my taxes done and answering questions. Over the years, he and his dad at NFS have been an excellent resource in resolving a number of financial issues." (April 11, 2009)
"Jeff is a true professional and a family friend. No online tax preparation for me since Jeff has been preparing our taxes now for the past few years." (February 28, 2009)
"Jeff's work was thorough and punctual. He was very knowledgeable about the changing tax laws. It is a pleasure to have someone who delivers what they say, and when promised. I have recommended Jeff to friends, which speaks to the confidence I have in him." (November 5, 2008)
"Jeff Schweitzer and Northeast Financial Strategies, Inc. have handled our accounting matters for several years now. They do a great job and are always a quick and easy phone call or email away when I need fast and reliable answers. They have a comprehensive system in place that turns out detailed monthly reports and spreadsheets that provide valuable insight for our operations. Jeff is a great guy and easy to work with!" (August 26, 2008)
"My wife and I have used Jeff for a number of years now and are completely confident in his abilities to handle out taxes as our needs have grown. Jeff has always worked to get us the best possible return regardless of variables we have given him. We stand behind our decision to use Jeff and I have personally recommended him to a number of my co-workers."(August 21, 2008)
"Jeff has always treated my clients with the utmost professionalism. Jeff is one of the most knowledgeable business men that I have had the pleasure to work with. It has impressed me that Jeff takes such care with his clients to make sure that they fully understand his recommendations and because of this my clients have saved hundreds of dollars. I will continue to recommend Jeff to all my clients." (August 20, 2008)
"I met Jeff in 2006 as his company was one of my accounts at the hotel. I then was in need of his assistance with my personal finances. He was always very responsive, during a very busy tax season, organized and spoke to me in a language I could understand when it came to taxes. I have now decided to move forward with my own business on the side and he has been my beacon for help. I was a bit freaked out at first at how I would manage a side business and a full time job, however, he made it so easy for me. I am forever grateful." (August 20, 2008)
"I went to Jeffrey to prepare my taxes on the recommendation of a couple of friends. He was professional, extremely knowledgeable on all the issues I had, and he made me feel at ease. Once I gave him my tax information, I didn't worry about any of it and he had it done promptly and accurately. I would recommend him to anyone looking for someone to help with their tax preparations and questions." (August 20, 2008)
"Jeff is a strong customer advocate. For his clients, he seeks to provide many options and will work with clients to evaluate and discover the best solutions." (August 20, 2008)
- Heather Johnson , Vice President, Commercial Lending , Benjamin Franklin Bank, MA
"Jeff is great to work with and gets the work done quickly! I can't say enough good about Jeff! You'll be thoroughly pleased with the work he and his company do!" (August 6, 2008)
"I have used Jeffrey's services over the last two years with great success. He consistently provides the expertise I need with regard to my finances. I will not go anywhere else." (May 16, 2008)
"Jeff was absolutely terrific in helping to get my business set up and expertly guided me through my first year. I have no experience with accounting but he was able to translate things to me in a way that it all made sense. Don't hesitate to use Jeff." (May 12, 2008)
"Jeffrey is thorough, detail oriented, timely and fun to work with!!! He has beautiful family and you better like baseball!!! I have recommended his service to friends of mine." (March 7, 2008)
"I have used Jeff to prepare my tax returns for several years now and despite always sending him my materials at the last possible minute from various corners of the world he has managed to submit my return in the quickest possible time, and kept me well informed. I have found Jeff to be friendly, knowledgeable, and efficient, and I have no hesitation in recommending him." (March 6, 2008)
"Jeff and Northeast Financial Strategies are my tax adviser and I highly recommend him and his firm. Stop wasting time and money with the commercial tax firms and develop a relationship with Jeff at Northeast Financial Strategies. He's a tax pro, provides excellent service and offers an excellent value." (March 5, 2008)
"I have used Jeff's services for several years, and value his opinion, services, and consultation very highly. He is a high quality individual and very professional." (December 3, 2007)
"We've always had a great experience working with Jeff and have been pleased with the results and services he provides." (November 15, 2007)
"Jeff has done my taxes for a number of years and I've been very pleased with the results. He has an easy going manner and makes an unpleasant task relatively easy." (November 13, 2007)
"Good Value , On Time , High Integrity" (November 13, 2007)
"Jeff is a reliable and knowledgeable accountant and payroll administrator for our law practice. I would highly recommend his services to private individuals or businesses." (November 13, 2007)
"Excellent work and service for my office and I recommend to my clients." (August 28, 2007)
