About
The team behind
Go Beyond Tax.
Founder · CPA
Jim Swiech, CPA
Jim is a CPA with 17+ years of experience helping families and business owners make sense of complex tax and financial decisions.
He's spent his career across the table from households who looked, on paper, like they had it figured out — and discovering opportunities nobody had ever shown them. The approach is proactive, multi-year, and coordinated: the kind of tax planning most retirees never get from their CPA, and the kind that quietly saves families six figures over a lifetime.
Co-founder · Client experience
Donna Swiech
Donna leads client onboarding, relationship management, and the operations side of the practice. She brings a background in education to the work — making sure every client interaction starts with care and clarity.
If you become a client, Donna is the person who walks you through the first few weeks, organizes the document flow, and makes sure nothing falls through the cracks. The practice runs on her.
What we stand for
Three principles that shape the practice.
Service
We view this work as a calling. Helping families make sense of decisions that shape the rest of their lives isn't a transaction.
Rooted locally
Western New York isn't where we ended up — it's where we built our lives. Buffalo, Niagara, Lockport. We know this place.
Clarity over jargon
Plain English. Real numbers. We explain things so they make sense — not so we sound smart. If you can't explain it at dinner, it's not a real plan.
Want to know if we're the right fit?
The free 30-minute Tax Strategy Session is where we figure that out together. No pressure either way.