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    Services - SWM Planning

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    Barbara Uhlich

    Barbara Uhlich

    5.0
    (2 reviews)

    Death and taxes. The only two things that are inevitable…read more While the prospect of both of them are unpleasant, I just experienced a local business that makes the tax process much more bearable. They are a small firm that can provide individual attention, something you will never get from H & R Block (and the like). My taxes are challenging, to say the least. I am an independent contractor, but "on the books" with one client, own property, have deductions, etc. Plus I went to Art School, so numbers just aren't my thing. Ha. Combined with the fact that the tax laws change yearly, who can keep up with that unless it is your business to do so? Well Fleck & Uhlich keeps up with all of that, no worries. From my initial consultation, when I sat down with Barbara and went over all my concerns, I received great customer service. All of my emails and phone calls were returned promptly, and my questions were answered. She even suggested that I open a SEP IRA, in addition to my Roth IRA, to help with deductions and to secure my retirement. I was happy to do just that, and wondered why my former tax preparer had never suggested this to me. If you need help dealing with your taxes, I suggest you give Fleck & Uhlich a try. I found their services to be professional, efficient, and friendly.

    Had them for years and have never been disappointed. When I need stuff in September they are as…read moreresponsive as the were in March. Love them

    SWM Planning - financialadvising - Updated June 2026

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