*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
591 Camino De La Reina #103
San Diego, California 92108
Jacob and his team have been incredible in helping us with both our personal and business taxes over the past few years. Their support, responsiveness, and expertise have made a huge difference?especially during tax season, but also throughout the year whenever we have questions related to our business. We truly appreciate having a team we can rely on!
This not being the first year Schwartz & Schwartz preparing our taxes. I must say the service has only declined. Multiple inquires have went unanswered, ability to e-sign documents is incredibly difficult and not figured out how to present for signature to a client requiring multiple people to sign just to name a couple. If we continue with Schwartz & Schwartz we will be requesting an in person appointment. Your online service has much to be figured out before presenting to a client. Best,
???? Martin and Jake at Schwartz & Schwartz provides professional and reliable services. Whether you're an individual or a business, their expertise in tax preparation, bookkeeping & accounting, payroll services makes them a great choice for anyone looking to stay organized and financially on track. Highly recommended!
Jacob & Martin are the best in the business! Our family has been coming to them to do our Taxes for our whole lives and we reccomend them to all of our friends and family. Quick and fast service with extremely knowledgeable industry leaders! You won't want to go anyone else!
I want to give a public shout-out and highly recommend my CPA, Jacob Schwartz. Jacob expertly handles both my C Corporation's accounting as well as my wife's and my personal taxes. Jacob's professionalism, deep expertise ? further enhanced by his use of Hedgi, an innovative AI system he developed ? and meticulous attention to detail across all our financial matters are consistently impressive. This unique approach, combined with his commitment to service, sets him apart. He's always courteous, explains com
I really appreciate Schwartz and Schwartz. They trully care and take the time to sort out your concerns. They are prompt, efficient and professional. With 3 generations of CPA work I feel confident in their skill. Thanks
It's rare I feel lucky to be a client of anyone...but this is one of those situations. Great people and good consultative services. But this Hedgi AI integraetion is changing the game! Keeps my costs low without comprimising work product!
Total professionals! An absolute pleasure to work with. So glad we are able to work with who we consider to be the very best in the industry. Thank you Jacob!
I recently had the pleasure of working with Jacob Schwartz for my taxes, and I cannot express enough how amazing he was in handling the process. Not only did Jacob make the entire experience easy and stress-free, but he also delivered exceptional results that exceeded my expectations. From the very beginning, Jacob demonstrated a high level of professionalism and expertise. He took the time to understand my specific tax situation and was able to navigate through all the complexities with ease. His attentio
Incredibly efficient, timely turnaround with an excellent staff ( Brian is the man??) and Jake provides the best tax advice moving forward ??
Martin and Jake are the best accountants in San Diego. I have been helped by Jake for two years now and he has made my accounting needs easy. Jake is very professional and an expert at tax advice. He is always patient with my questions and I appreciate how he anticipates my tax needs and gives recommendations along the way. He is very reliable. Jake is always quick to respond and files my taxes timely. The staff are friendly and I appreciate the effort from Schwartz & Schwartz to make accounting easy. I wou
I'm so grateful for Jacob, at Schwartz & Schwartz, he's the best, most knowledgeable, and efficient CPA I've ever worked with. The new Hedgi AI accounting platform he's using is hands down the best I've ever seen - say goodbye to QuickBooks and hello to Hedgi!!! Thank you, Jacob, and the entire Schwartz & Schwartz team, for always taking care of me as a client. You guys are the BEST!
I've been with this firm for well over five years and their level of service always exceeds my expectations. Jake is attentive, compassionate to a businesses needs, responsive and intelligent. Mina is on top of everything and you can tell she takes great pride in delivering exceptional customer service. During these hard times it's comforting to know that I have Schwartz and Schwartz ( and Mina) on my side. Thank you
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. They can even integrate your work comp for pay as you go payments. If you need CPA or payroll services, don't go to ADP - talk to Jake at Schwartz & Schwartz.
I always dreaded doing my taxes, but this year Jake made the process straightforward and I'm surprised at how easy it was (I've never said this about taxes before). I'm located in San Francisco, so I used their online portal to file my taxes. The online portal was pretty easy to fill out and I uploaded all of my documents. Since my case is slightly complicated, I emailed Jake with a few questions and he answered quickly and explained things in ways I could understand. Jake was very helpful and it made me f
We had the best experience with Schwartz and 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!!
I love working with Martin and his son, they are both excellent at what they do. They are precise and follow up with you if there are any grey areas that are in question.Their customer service skills are beyond normal and make you feel like part of a family. They are the best!
Schwartz & Schwartz have been our family and business accountant ever since we moved to San Diego in 2005 and we would not even consider going to anyone else...NEVER! 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...He is anything but the typical, dour accountant the profession is known for...If Martin were not an accountant, he could have his own television comedy sitcom...with him, you not only get your ta
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!
Schwartz & Schwartz are very knowledgeable in regards to their job. Accounting or taxes. I have never had any problems with my taxes. They are very friendly. I always recommend them.
Great team! Well organized and experienced. They take us to next level. We have a current and accurate bookkeeping that is working like a clock. Thank you for all your support to our company.
Worse experience ever with an accountant. Don't let the 5 stars fool you as they fooled me. Jake or Jacob was the one handling my work. I was over charged 3 times within two months! My business is very small. My overhead is very very small and I don't have employees. So my business doesn't take much to run.all I asked for was payroll every two weeks and book keeping. so he said it would be $150 a month that includes things I didn't care for like reports of gains and loss. Very fancy. I said OK whatever,
been doing my personal taxes with them for 3 years now. this year was a little hairy trying to submit a w7 but they helped walk me through everything and were extremely helpful . 10/10
Schwartz & Schwartz is a very professional accounting firm who gives top notch service and sound and valuable advise. Especially I appreciate their prompt response and follow up. They are are always ready to help you.
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.
Great place to go for EOY Taxes. Pleasant, Heart Warming, Efficiency, Doesnt' hurt a bit And you walk out smiling, and knowing you've made a great choice......At least that's the way I feel and believe......
I used Martin's business and personal service about 10 years now, always satisfy. Thank you guys, great team.
This is the best service I have had when it comes to taxes! Been with them for a couple of years now and will never use another firm!
Absolutely the very best, 5 stars are not enough!
Been using Martin for over 30 years. Always the best.
If you need your taxes done, Martin Schwartz is the BEST!
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.