Schwartz Platz & Associates

Employee Benefit Plan Auditor

Sacramento, CA

About Schwartz Platz & Associates

<p>Founded in 1969, Schwartz Platz &amp; 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 Member
  • AICPA EBPAQC

Audit Statistics (2024)

  • Total Plans Audited: 2
  • Total AUM Audited: $15.5M
  • 401(k): 2 plans, $15.5M AUM

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