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Schwartz, Kallish & Company, LLC

Our Team​​​​​​​

Customer success is integral to the success of our company, we feel when we help customers succeed, we do too. ​​​​​​​ We always want you to know who is behind the phone call or email.

Robert M Kallish CPA 

Managing Partner/Owner

Robert M. Kallish, CPA is the Principal/Owner of our firm.  He is a graduate of the University of Pittsburgh with a B.S. in Mathematics and Temple University with an MBA in Accounting.  He is a Certified QuickBooks Advisor and a member of the AICPA, PICPA, and PSTAP. He is also a member of the Lower Bucks County Chamber of Commerce and Treasurer of the Suburban Network Group of Bucks County.

Harold P. Schwartz CPA 


Harold was the founding partner of Schwartz, Kallish & Company in 1980 and remains with our firm as a valued Consultant, while enjoying most of his time in the pleasures of retirement.  He is graduate of Temple University with a B.S. in Accounting and a lifetime member of the AICPA and PICPA. ​​​​​​​

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About Schwartz, Kallish & Company LLC

We are a small firm comprised of highly qualified, experienced accountants. Since our inception, we have offered a full range of accounting, tax, and small business consulting services. Our firm will focus on your unique tax and accounting and consulting needs. For expert, affordable, service from accountants that care about you, choose us.​​​​​​​

Senior Accountant

Monal Patel

Monal is a Senior Accountant at our firm.  Her areas of proficiency include business and personal Taxation, QuickBooks Consultant, and Manager of our company’s Payroll Services Department.   She has been with the company since 2010 and is a graduate of Temple University  with a B.S. in Accounting.  Monal is married, with two beautiful children and has lived in Bensalem for the past 15 years.

Enrolled Agent

Irving Braunstein

Irv is an Enrolled Agent with more than 50 years of experience working as a Tax Accountant and Estate Planning specialist.  He is the former owner of I M Financial Services Corp and merged his practice with Schwartz, Kallish & Company in 2016, while he continues to help his clients as a Senior Tax Consultant for our firm.  He is a graduate of Drexel University with a B.S. in Accounting, a member of the National Society of Accountants, and an active member and Past President of the Pennsylvania Society of Tax and Accounting Professionals. ​​​​​​​

Director of First Impressions

Sharon DiMassa

Sharon is the first person you see when you walk through the doorway at our office. She has worked at our firm since 2004 taking care of our administrative duties and ensuring that every client and visitor at our office is properly welcomed.  Sharon has been married for 49 years, has one daughter, two grandchildren, a step-daughter, three step-grandchildren and a great-step-granddaughter.  She has lived in Bensalem for 31 years and avidly listens to the music played by

Jerry Blavat at his Oldies

Concerts and Dances.

Administrative Assistant

Donna M Cosenza​​​​​​​​​​​​​​​​​​​​​

Donna is our firm’s Administrative Assistant.  She has over 35 years of experience in the field of financial services, before joining Schwartz, Kallish & Company in January 2016.   Donna was born and raised in Philadelphia and is a graduate of West Catholic Girls High School. She enjoys reading mystery novels and spending time with her family in Williamstown, NJ.  Donna and her husband are blessed with two sons, two daughters-in-law, a granddaughter and two golden retrievers.


Bridget is the newest member of Schwartz, Kallish & Company, joining our firm in January 2019.  She is a graduate of Temple University with a B.B.A.  in Economics.  Her client responsibilities include tax preparation for businesses and individuals, payroll administration, and digital communication with our clients who elect to support our efforts for a “paperless” office.  She lives in Bensalem with her dog, Jake. ​​​​​​​

Bridget McDonough 

Administrative Assistant

Donna is one of our firm’s Administrative Assistants.  She has over 30 years of experience in the field of financial services, before joining Schwartz, Kallish & Company in January 2016, and also has a real estate license in the State of New Jersey.   Donna was born and raised in Philadelphia and is a graduate of St. Maria Goretti High School. She enjoys walking, cooking and traveling.  Donna and her husband live in Washington Township, NJ with their two adult sons and English bulldog Bella.

Donna M Scicchitano