Schwartz, Platz & Associates
One of the leading firms in& throughout Sacramento
A firm of experienced and dedicated business professionals, Schwartz Platz & Associates, CPA has extensive experience in organization and individual income tax planning, accounting software installation and support, auditing and accounting services and financial planning for owners of closely held corporations. We also have extensive experience in audits of nonprofit corporations, health and welfare organizations, pension plans and various other trust funds.
We review financial information with our clients to make sure they are getting the most out of their reports and are understanding where their financial strengths and weaknesses are. We review our clients tax situations and keep them updated on the latest news in tax savings.
Having been in business in Sacramento for over 30 years, we have formed alliances with other professionals in the area. These alliances help our clients receive the best in professional CPA services. We work with a number of lawyers, investment brokers and lenders. When a client doesn't know who to turn to, we can tap into our resources and fill-in the gaps.
Ever dedicated to the needs of our clients, we participate in a quality assurance program sponsored by the American Institute of Certified Public Accounts.
Service Focus
- Accounting - 50%
- Financial Planning - 50%
- Auditing - 50%
- Bookkeeping Services - 50%
Industry Focus
- Other Industries - 16%
- Business Services - 12%
- Financial & Payments - 12%
- Healthcare & Medical - 12%
- Information Technology - 12%
- Designing - 12%
- Legal & Compliance - 12%
- Real Estate - 12%
Client Focus
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