Advocating for Southern California's Small + Mid Size Businesses
With a central office in San Diego County, Schwartz & Schwartz offers tax preparation, payroll processing, accounting + bookkeeping, consulting, and representation services for Southern Californians that seek expert guidance and peace of mind. Our mission is deliver the absolute highest level of accounting and tax services in a relaxed and comfortable setting. With expert tax accountants on the staff, we have the experience, knowledge and professionalism to handle your tax and accounting needs. We are truly defined by the success and happiness of our clients - proud to have serviced the community for over 30 years. Old fashioned, yet with a modern touch, we have the experience and the progressive nature to engineer mobile apps and cloud accounting programs to bridge generations and offer the finest services for America's finest city and beyond.
With our various accounting and tax programs, we tailor our expertise and know-how in affordable custom programs for your business. We seek to be not only a resource and facilitator of high-level service, but an understanding business consultant that works with your vision to help achieve your goal. We truly are a personal service firm, heavily invested in the happiness and success of our clients.
We have one office location in San Diego County - centrally located in Mission Valley.
At Schwartz & Schwartz, we sincerely believe in the value of personal relationships. We view every client relationship as a partnership, and genuinely believe that our success comes with your success. We are proud to serve as consultants to small businesses, entrepreneurs, non-profit organizations, and individuals that value personalized, proactive service - and we are committed to being available year round for tax advisory, audit representation, professional payroll processing and accounting.
Contact
➤ LOCATION
1011 Camino del Rio S, Ste. 515, San Diego, CA 92108
☎ CONTACT
(619) 677-6775 - main office
(619) 677-1314 - fax
What we do. We love accounting and taxes.
Tax Preparation + planning
The world of tax law has become increasingly complex. The simple act of preparing your own personal tax return has become a complex chore. That is where we come in - ever focused on preparing your taxes correctly and efficiently. Martin Schwartz, EA has over 30 years experience preparing complex and simple returns for thousands of San Diegans. We take pride in our tax knowledge, our will to do things correctly, and our ability to create a relaxed atmosphere and keep our rates affordable.
reviews and compilations
With our extensive knowledge of financial reporting, our reviews are a staple of the firm. We take pride in seeking clarity in the midst of complex statements. A review engagement is conducted to provide limited assurance that there are no material modifications that should be made to the financial statements for them to be in conformity with the financial reporting framework.
Full service accounting programs
Our top program for Southern California's small businesses that seek expertly prepared statements. Complete prepared and reviewed financial statement package. Includes: Monthly P&L, Balance Sheet, Cash Flow Statement, General Ledger, cloud-based accounting login, all applicable tax filings, mobile app access, financial analysis and review (by request), online document storage with up to 1GB of storage, and a payroll services discount. Other services and insights performed at request of client.
BUSINESS STRATEGY + consulting
The startup and small business marketplace is still a new and fierce frontier that requires advice from accountants who are deeply entrenched in the particularities of success in Southern California. Our firm gives you the opportunity to take care of everything in one place - we offer incorporation services, document management, various entity enrollments, etc. Get off on the right foot.
the flex program
Designed for small businesses, the FLEX program offers a 'flexible' opportunity to utilize our services at an affordable rate. With full access to our cloud portal and online accounting software, the client determines when we are needed and requests our services upon demand at an hourly rate. This is an excellent program utilized by start-ups and small businesses that like to maintain a degree of in-house accounting control. Monthly subscription comes with QuickBooks Online and Schwartz Smart Vault logins.
full service payroll
Payroll is one of the most important aspects of business in California. Preparation and execution are vital to avoid penalty and legal issues. That is why we focus on transparency, correctness and availability. We are not just a program that processes fixed rates, we are accountants and consultants that assist your business. That is why our payroll services are so popular, they are tailored to your needs and done correctly. Absolutely no penalties.
“We have so much confidence with the Schwartz team - and the way they go about practicing and staying current with their craft - moreover, how they view the course of their clients’ lives - that the Schwartz family has become part of our family. What they do is not only wonderful, but meaningful to people’s lives. Please let them know that. They’re not just “certified accountants.” Please send our thanks to this great team of financial professionals!”
“Fantastic, knowledgeable, helpful people to work with. I want to continue for a lifetime. I look forward to meeting with Martin every time I need financial and tax guidance, 15 years already, let’s hope for 30 more.”
“As far as I’m concerned, it’s a ‘till death do we part’ relationship. I would not hesitate to recommend him to anyone needing the financial services he offers.”
“Schwartz & Schwartz have been our family accountants ever since we moved to San Diego. Martin has been a God send, super conscientious and caring, he is not only a great accountant but the best part is that he is hysterically funny!”
Let's Chat.
Use the form below to contact us regarding your accounting and tax needs. Include any questions you may have regarding the services that we offer. You may also email or call us to make an appointment.
For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to lead the firm into uncharted fields of practice.