Wisdom. Experience. Integrity.

It’s what we bring to the table when it comes to helping you or your business— over 50+ years of combined experience. But to take it even further, we want to get to know you better; we want to help you succeed because we care.

The Why…

SW Tax & Bookkeeping was created with you in mind. Believing in the idea that clients should have advisors in their lives that work together in their clients’ best interest, the vision of SW Tax & Bookkeeping was born. When you work with us, you’ll find we bring that collaborative, comprehensive planning viewpoint to all our our relationships.

The SW Tax & Bookkeeping team works with individuals, families, and businesses across the region in our two office locations in Historic St. Elmo and Cleveland TN communities. SW Tax & Bookkeeping acquired Roach and Reed, CPAs in July 2020, a long-term fixture in the Cleveland/Bradley County community. We are excited to continue to offer the same quality service & family environment Roach and Reed’s clients have come to expect as we opened our 2nd office location in their historic 1st Street building in Downtown Cleveland.

SW Tax & Bookkeeping Services Include

·      Individual Tax Return Preparation

·      Trust and Estate Tax Return Preparation

·      Partnership and Corporation Tax Return Preparation

·      Non-Profit Organization Tax Return Preparation

·      Full-Service Bookkeeping & Payroll Services

·      Confidential Management of Tax-Related Correspondence