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With over 30 years of experience helping individuals and businesses navigate complex financial challenges, I founded Swayne Tax & Strategy to bring a proactive, personal approach to tax services for entrepreneurs, small businesses, and high-net-worth individuals.

Experience and Expertise:

  • Volunteer Income Tax Assistance (VITA): 30 years of community tax preparation service

  • HR Block Tax Advisor: 3 years advising and preparing returns for small business clients

  • Urban Business Assistance Corporation: 2 years writing business plans and securing funding for startups and expanding businesses

  • Corporate & Financial Leadership: Senior roles at BMO Harris Bank, The Hartford Financial Services Group, The Juran Institute, and General Electric Capital Corporation