One place for everything. We offer the best bookkeeping, tax, payroll, HR, 401(k), and AI consulting services for small businesses.

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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.

Trusted Tax Services for Small Businesses →

 

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

 
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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.

Best Bookkeeping Services For Small Businesses →

 

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.

Our Fair Pricing with Real Support→

 
 

“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.

Schwartz & Schwartz Virtual Services →

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