Burke CPAs & Advisors, a leading regional accounting and advisory firm founded in 1984, is pleased to announce the completion of its merger with Schwartzel & Co. LLC, a respected CPA firm based in Richmond, Indiana.
Founded in 2008 by Frank Schwartzel, Schwartzel & Co. has earned a strong reputation for providing high-quality accounting, tax, and advisory services to individuals and businesses throughout eastern Indiana. Schwartzel will relocate his operations to Burke’s Richmond, Indiana, office, where he and his clients will benefit from expanded resources and the firm’s collaborative, client-first culture.
“This merger represents a natural alignment of two firms that share the same values and dedication to client success,” said Pat Burke, Managing Partner of Burke CPAs & Advisors. “Frank and his team have built a strong reputation of integrity, professionalism, and personal client service. Together, we will continue to deliver the high-quality, relationship-based service that both firms are known for.”
Frank Schwartzel, President of Schwartzel & Co., LLC, added: “Joining Burke CPAs & Advisors allows us to expand our capabilities while maintaining the personal relationships that have always defined our firm. I’m excited to continue serving clients as a Senior Manager CPA, working closely with Anna K. May, CPA, Director of Tax Services in Richmond, to ensure a smooth transition for all our clients.”
“Joining Burke CPAs & Advisors provides tremendous opportunities for our clients,” said Schwartzel. “Our clients will benefit from the depth of Burke’s resources and expertise while continuing to receive the personalized attention they’ve come to expect.”
Schwartzel & Co., LLC Clients Will Benefit From:
- Expanded expertise and resources across a broader range of tax, accounting, and advisory services.
- Access to a larger team of experienced professionals with specialized knowledge in key industries.
- Enhanced technology and client service tools for more efficient communication and document management.
- Continued personal attention and trusted relationships, with the same familiar advisors clients know and rely on.
- Seamless service continuity, ensuring no disruption during the transition process.
- Access to Concentric Wealth Management, Burke’s full-service wealth advisory division, providing comprehensive financial planning, investment management, and retirement consulting services.
The combined firm will operate under the Burke CPAs & Advisors name, continuing to serve clients from its Richmond office and other regional locations.
About Burke CPAs & Advisors
Founded in 1984, Burke CPAs & Advisors is a full-service accounting and advisory firm dedicated to helping clients achieve financial success through proactive planning, innovative strategies, and personal attention. The firm provides comprehensive tax, audit, assurance, retirement plan design and administration, business consulting, and financial advisory services to individuals, businesses, and organizations throughout the region.