Accuracy matters in 2023. Upload and done.

Full service tax preparation done by San Diego’s favorite accountants.

 

    • For clients with W-2s

    • Children or dependents

    • Student loan payments

    • 1 state return included

    • Clients with W-2s

    • Children or dependents

    • Student loan payments

    • Home ownership

    • Charitable contributions

    • Medical expenses

    • 1 state return included

    • Clients with W-2s

    • Children or dependents

    • Student loan payments

    • Home ownership

    • Charitable contributions

    • Rental property (1 property included)

    • Stock or cryptocurrency sales

    • 1 state return included

    • Clients with W-2s

    • Children or dependents

    • Student loan payments

    • Home ownership

    • Charitable contributions

    • Rental property (1 property included)

    • Self-employed or freelance work (1 business included)

    • 1 state return included

    • For clients with no small business (Schedule C) bookkeeping completed

    • Multiple investment properties (Schedule E) and/or small businesses (Schedule C)

    • Ownership interests (K1s) in multiple partnerships or S-Corporations

    • Foreign income/asset reporting requirements (FBAR/8938) and credit calculations

    • California SMLLC (568) return filing requirements

    • Multiple state filing requirements and/or apportionment

    • Farming income (Schedule F) and bookkeeping

    • Household (Schedule H) employment taxes

    • Returns with significant complexity and/or time requirements

    • Complete return preparation from ledger review to completed return

    • Year-end adjusting entries for small business bookkeepers

    • Match with a partner for expert guidance and preparation

    • 1 state return included

    • Bookkeeping services provided at lower billable rate

 

Experience matters.

We understand that the tax preparation process can be challenging and your accountant needs to have your trust and confidence. Virtual and in-office appointments are available year round.

“These guys know their stuff. Very knowledgeable and responsive. They make everything easy with auto pay, online tax uploads, and e-filing. They also do my payroll, which is super straight forward as well. Thanks for the great service.”

— JOE E., tax client

 

“The pricing is extremely reasonable and a great value. I knew what I had to pay upfront, unlike other online services that I've used, such as TurboTax and H&R Block (I hate how they advertise as "free" but you end up paying extra hidden fees to be able to itemize and such). I will never go back to using the "free" do-it-yourself online tax services.”

— isabel c., tax client

 

“We had the best experience with Schwartz & Schwartz accounting. Very knowledgeable and friendly, explained everything and made sure we understood it all. Cracking jokes and making me and my wife laugh made us feel like we were with a friend and not doing our taxes. Definitely will be returning for years to come!!”

— ROBERT N., tax client

 

“Been going to this company for 5 years and my experience has only gotten better. Very honest, friendly, and most of the time we leave with a huge smile. I highly recommend this company to all.”

— PATRICIA M., tax client

 

“Martin and Jacob have been doing mine and my families' personal and business taxes for 20 years! I'm extremely happy with their service and always recommend them to everyone! They are always very responsive and helpful and their office staff is also great!”

— ADISA Z., tax client