SCHWINN CPA PLLC

About Us

Running a business is easier when your accountant is part of the conversation all year.

That's how we like to work. Schwinn CPA PLLC stays with small business owners throughout the year — keeping the books current, looking at taxes while there's still time to plan, and sitting down regularly to talk through what the numbers mean for your business. Fewer surprises, and a lot less to sort out come March.

Bob Schwinn, CPA, MBA has spent over 20 years working alongside small businesses and their owners. He's licensed in North Carolina and New York, holds an MBA from Hofstra University, and enjoys helping owners get a clearer picture of where their business stands.

What we do
Tax planning and preparation — business and individual returns, with planning that happens throughout the year rather than after it
Accounting and bookkeeping — QuickBooks Online setup, ongoing reconciliation, and financials you can put to use
Advisory — financial health reporting, budgets and forecasting, and regular review meetings to set and track goals

How we work
Three service tiers with fixed monthly pricing. You'll know the cost up front, so there's never a reason to hesitate before picking up the phone.

We work with small businesses across Mooresville, Cornelius, Davidson, Huntersville, and the greater Lake Norman and Charlotte area, along with clients throughout the country.

Member, NC Association of CPAs · Member, Lake Norman Small Business Network · Member, The Best of Lake Norman Business Network

We'd love to hear about your business. Schedule an introductory call at schwinncpa.com