About Us

Office Team

Vision & Mission

SWC Financial Services believes in the value of relationships. They view every client relationship like a partnership. They are committed to providing close, personal attention to their clients. The group takes pride in providing the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen. They provide a variety of services including: Income Tax Preparation for all types of businesses and individuals, IRS and State Audit Representation, Payroll Reporting, QuickBooks® setup, Business startup services, Monthly bookkeeping, and Financial statements.

Gary Weiss

Gary Weiss

Gary is a graduate of the Marshall School of the University of Southern California. He founded and operates a boutique accounting firm dedicated to bringing high – quality tax preparation, tax planning and tax resolution services to individuals, small businesses, small nonprofits, family owned businesses and start-ups, at an extremely affordable price. Gary’s services are generally provided as a “flat fee” arrangement with no charge for telephone calls or simple emails. Treating his clients with respect and concern for their issues, his goal is to create a long-term relationship with his clients to best serve them.

Gary’s Articles are Featured in Echelon Business Development.

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Quentin Staples

Mr. Staples is a graduate of California State University, Northridge.  Mr. Staples began his tax preparation career at the tender age of 18, working his way up to manager at H&R Block.  He originally hailed from Utah and Michigan before that.  After several severe winters, Mr. Staples made the decision to move to Southern California to complete his undergraduate degree.  Upon graduation he immediately joined the firm White, Zuckerman, Warsavsky, Luna, Wolf and Hunt, CPA.  After many years in the tax department where he prepared complicated partnership and corporate returns, he joined the firm Squar Milner CPA where he continued to hone his advanced tax skills preparing and interacting directly with high end clients on even more complicated tax returns.  After having a couple of children, Mr. Staples decided that it was time to relocate his skills and form a partnership with his long time colleague, Gary Weiss.  They have worked together since 2010 employing their combined skills to provide high quality tax preparation services to all their clients.

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Sher Hogan

Ms. Hogan has worked with Gary Weiss, CPA, since he established the firm in 2010.  Ms. Hogan works in many capacities including Mr. Weiss’ main admin assistant, office manager and main interface for Mr. Weiss and his tax resolution clients.  Ms. Hogan has an extensive background in Elder Care and has her RCFE designation.  Additionally, Ms. Hogan is a Notary Public and offers her services to both the firm, their clients and other tenants of the building.  Ms. Hogan has been an invaluable part of the success of the firm and continues to greet every client with a warm smile and offer of coffee or tea.