SWM Planning: About Us
SWM Planning, LLC was founded by Ebe Osaigbovo, CPA in 2017 after nearly 10 years of experience. He truly cares about helping his clients achieve their financial goals and is highly qualified. He is a graduate of the University of Illinois at Urbana-Champaign with a dual bachelor's degree in Accountancy and Finance.He has experience as a registered financial adviser (beginning of his career). He also has experience as a corporate accountant in various industries. He passed the CPA exam (Certified Public Accountant) with excellent results and is an expert in understanding tax. He genuinely cares about helping his clients experience the joy of succeeding in their goals and having more options in life!
Services
SWM Planning, LLC. helps individuals and businesses accomplish 3 main goals:

1. Income Tax Filings

2. Financial Coaching for Success!

3. Small Business CPA Services
Principles
Integrity – Always doing the right thing. Being honest and matching words with actions. Delivering as promised.
Accuracy – Being as close to error-free as humanly possible. We have second reviews and other controls to help with this.
Research and Development – We will never be complacent with our level of expertise and service. We will consistently be abreast of the best information we can access to improve our services and best serve clients.
Adaptation – We will not be scared to make the changes necessary to optimize the long-term viability of our mission.
Excellence – We strive to do our best and deliver top quality service to clients, always. Our goal is to be market leader in maximizing the realization of our clients’ goals (feasibility, legality, and ethics the only limits).
Ethics – Doing the right thing, legally and morally. We will never cheat our clients. And we fully respect rule of law. Any illegal acts are absolutely intolerable in our company.
Professionalism – Adhering to and displaying a high level of professionalism. Always respecting client privacy. Maintaining expeditious and honest communication with clients and other people. Always striving to deliver high-quality service.
Mission Statement
Financial Coaching Starter ($50,000 Gross Income or less)
CPA CONSULTING Starting at $200/hr
Get Professional CPA help with:
-Financial Decisions – Children’s education, Savings, Debt management, Investment principles, Retirement accounts
-Tax Planning – saving you thousands, tens of thousands or more in tax expenses, legally (1% fee up to cap)
-Bookkeeping and Small Business Accounting
-Financial Statement Preparation (Compilations)
-Bank, IRS, State Revenue Dept. forms to apply for various goals
-Business Consulting to improve your organization’s financial success
-CPA professional opinion, small organization reviews, audits