About Schwartz Platz & Associates
<p>Founded in 1969, Schwartz Platz & Associates is a CPA firm based in California’s Sacramento region that handles accounting and tax work for a range of clients.</p> <p>The firm is licensed in California, Nevada, and Texas. Its work includes accounting services and taxation support for business owners, non-profits, and independent professionals, along with business, individual, and trust tax services.</p> <p>A key point that sets the firm apart is its multi-state licensing combined with a small-firm, direct-contact approach through Kathleen Platz and her team.</p> <p>To reach the office, call (916) 489-1697.</p> <ul> <li>Accounting services for businesses, non-profits, and independent professionals</li> <li>Business tax preparation and planning</li> <li>Individual tax preparation and planning</li> <li>Trust taxation services</li> <li>Licensed in CA, NV, and TX</li> </ul>
Website: https://www.schwartzplatz.com/
Founded: 1969
Office Locations
- Sacramento, CA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 2
- Total AUM Audited: $15.5M
- 401(k): 2 plans, $15.5M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| CWR INDUSTRIES, INC. 401(K) PLAN | CWR INDUSTRIES, INC., CA | $13M | 150 |
| TILESETTERS AND FINISHERS OF NORTHERN CALIFOR NIA JOINT SUPPLEMENTAL PLAN | TILESETTERS & FINISHERS UNION OF NO CA, CA | $8M | 451 |
| TILE SETTERS AND FINISHERS OF NO CA PENSION PLAN | TILE SETTERS AND FINISHERS OF NO CA, CA | $8M | 23 |
| COMMUNITY RESOURCE PROJECT, INC. 403(B) PLAN | COMMUNITY RESOURCE PROJECT, INC., CA | $5M | 107 |
| SIERRA RAILROAD COMPANY 401(K) PROFIT SHARING PLAN | SIERRA RAILROAD COMPANY, CA | $3M | 164 |