About the Firm

Services Offered

Cornerstone Financial and Accounting Services, LLC provides high quality personal service to individuals and their businesses. Cornerstone primarily serves closely held businesses and their owners. Offering a wide range of services including:

• Income Tax preparation and planning.
• Accounting and bookkeeping services custom designed for the needs of each client.
• Business consulting to include cash flow management, design of accounting systems and support for in house accounting departments.
• Payroll and payroll tax compliance.

Mission

To provide clients with the information needed to manage their business and personal finances. To provide clients with the freedom they need to make the best use of their time and resources.

Background

Tom Swenson has been providing services to individuals and businesses for over 25 years. During that time he has worked primarily with closely held businesses meeting their needs and giving them the resources and information necessary to manage their operations and to achieve their goals.