One place for everything. We offer the best bookkeeping, tax, payroll, HR, 401(k), and AI consulting services for small businesses.
Over 35 years serving the Southern California community.
RELATIONSHIP-FOCUSED PARTNERS
Our people-first philosophy, coupled with modern technologies, has allowed us to help thousands of small business owners and local San Diegans maximize their success. Our deep understanding of the community and decades of local tax preparation experience serve a pivotal role in helping you to achieve more.
HIGHLY RATED IN THE COMMUNITY
Two generations strong, we let our clients' testimonial speak for our achievements and role in the community. We are proud to be named among the best accounting firms in San Diego by the 2019, 2020, 2021 and 2022 Union-Tribune Reader's poll.
Tax Preparation & Consulting
More than just compliance, our preparation service involves complex, customized strategies and partner-level attention to detail.
AI-driven Bookkeeping
From the essentials to deep, data-driven dashboards, we have a program for everyone.
Payroll & HR Services
Outsourcing your payroll and human resources departments comes with a huge sigh of relief.
“We have been going to Schwartz & Schwartz for 13 years, Mr. Schwartz is always pleasant and very knowledgeable he always helps us get the maximum amount. He is great with families and has watched my son grow up. Thank you so much for your professional and caring service.”
— Brian s., tax client
Accurate bookkeeping technology with unmatched customer service.
evolved BOOKKEEPING for today
With SchwartzBooks, you get accurate books available in real-time with your accountant only a text away. We incorporate technology with personal relationships that work for small businesses. To remain competitive, you need to leverage your data to make decisions with confidence. Too many small businesses lack these insights.
READY TO SCALE WITH YOU
With accrual-basis bookkeeping, GAAP, and advanced financial CFO support when you need it, we are built to scale with your growing business.
Core values that remain timeless.
AccOUNTING FOR ALL OF US.
We are a people-focused public accounting firm.
Our clients, employees, and partners share the common goals of uplifting our community, supporting small businesses, and providing access to tools that lead to success. Our tailored services are based on the budgets and demands of all clients regardless of size. We are your local, dedicated “goldilocks” alternative to overpriced CPA firms, national payroll chains, and independent bookkeepers.
Centrally located in San Diego County, easily accessible in-person and online from anywhere.
“The value of having such expertise manage not only my personal and business taxes but my accounting and payroll as well, is truly amazing. From the bottom of my heart, thank you!”
— JENN D., tax, BOOKKEEPING AND PAYROLL client
Why change your accountant?
ACCOUNTANTS WHO CAN THINK
The role of the accountant has changed. Evolving from a compliance manager to a consultant, your accountant needs to see trends and provide data that promotes educated executive decisions.
REAL-TIME DATA DRIVEN INSIGHTS
Your small business KPIs in the palm of your hand. We build confidence block-by-block, from revenue to net income to give you the full control, in real-time.
Avoid costly pitfalls
Be confident in your tax return. Avoid unforeseen bills, notices, deductions and strategies. Choosing the wrong accountant can be costly.
experience IN THE COMMUNITY
Over 30 years helping San Diegans with taxes.