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When you need more than a Consultant, You need a Partner

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About Us

Our team provides financial services to entrepreneurs and their businesses helping them achieve their individual and corporate goals.

Our Clients

We pride ourselves on providing equal attention to all of our clients, from self-employed business owners to high net worth CEO’s, no client is too small or business too large to handle. 

Our Commitment

We treat our clients with courtesy and integrity while providing a high level of services to clients by taking pride in delivering professional and timely service. We are committed to guiding our clients to their goals by providing meaningful and efficient services. We want to be considered a partner in our clients futures.

Our Team

Meet our experienced and growing team members.

Chris Schwarz CPA
Chris Schwarz

Chris Schwarz, CPA, began his career with a local Dallas CPA firm with a total of 25 professionals after graduating from St. Edward’s University in 2000 and earning his CPA in 2003.  Chris became an Officer of that firm in 2009.  In 2011 that firm was acquired by a national CPA firm where he became a Partner.  When feeling like he was losing touch with his clients he decided to open his own Practice in 2012.  Chris has become a great asset to his clients in both consulting on tax savings strategies and financial awareness and financial planning for their business. 

He is very active in the community and is committed to helping the families of those that serve and protect our freedoms.  He joined the board of the Snowball Express foundation as treasurer in 2011 where they serve the children of our fallen military by providing events across the country for them to connect and communal heal.  These events culminate in a large gathering of over 1,500 children and surviving spouses here in Dallas for a 5-day event where they can heal during the holiday season.  Chris is currently the Vice-chairman and CFO of this organization for which he has served since 2014.  Chris is also Vice President of the Guns and Hoses Foundation of North Texas where they provide support for the families of fallen Police and Fire.  He started with the Guns and Hoses foundation in 2010 by chairing a golf tournament which provided funds to support equipment purchases for underfunded police departments in the area.  He was a board consultant before joining the Board in 2015.

Rob Banes
Rob Banes

Rob is an accomplished financial and tax accountant with more than 20+ years of experience serving a variety of individual, business and nonprofit clients. Previously, he served as a Partner at a Dallas, Texas, based CPA firm, where he worked with small businesses and individuals to provide tax planning and compliance, accounting services and tax consulting. Banes is a graduate of Baylor University and has been an active member of Rotary Club and Friends of the Katy Trail in Dallas. Rob continues this focus on tax consulting and compliance here at Schwarz-CPA.   

Aaron Forrester
Aaron Forrest

Aaron began his career graduating with a Bachelor’s degree in accounting, summa cum laude, from The University of Texas at Dallas. Accounting was recommended to him as a safe and versatile business degree, and he enjoys the story told about a business by following its cash flows. He performs a dual-role at Schwarz CPA, including tax accounting and systems administration, while he works towards his Master’s degree and eventual CPA license. His hobbies include Trading Card  Games, League of Legends, and watching popular TV shows and series in his free time.

Our Services

Outsourced Controller & CFO Services

Management information analysis

Accounting systems & controls

Financial reporting & analysis

Cash flow planning and analysis

Small to mid-size business accounting & bookkeeping

Taxes: Planning & Preparation

Business tax planning and compliance

Individual tax planning and income tax returns

Trust and estate tax planning and compliance

State and local taxes

Business Consulting

Mergers and Acquisitions

Succession and shareholder planning

New Enterprise consulting and funding

Business Consulting

Mergers and Acquisitions

Succession and shareholder planning

New Enterprise consulting and funding

In The Community

What Our Clients Are Saying About Us

“Chris and Michael have been key partners for us as we grow our business. Since we began working with them we have doubled in size and they have been with us each step of the way. They are always accessible for questions, tax advice, and sound financial planning. We are truly grateful they are always standing by to help us reach our financial goals.”

“Everyone at Schwarz CPA is extremely laid back, professional and courteous even when we were late in supplying our tax information.  A truly refreshing experience after a disasterous sitiuation in which Chris and his team saved us from!”

“Chris Schwarz and his team have helped me for a number of years on a number of different tax items, and they have always been nothing but top notch. They always have a good attitude whenever we work together! I  have referred numerous people their way, and they have all said the same thing about Chris and his team!”

Contact Us

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Or simply give us a call (469) 609-0041

Our Address

3400 N Central Expy, Suite 110-255

Richardson, Texas 75080