Expert CPA services blending tax precision with personalized financial guidance for Sacramento businesses and individuals.
Schwartz Platz And Associates CPA is a trusted accounting firm in Sacramento, offering comprehensive tax preparation, financial consulting, and estate planning services. Led by experienced professionals like Kathy Pratz, the team provides knowledgeable, warm, and efficient support, utilizing secure portals for easy document uploads. They specialize in helping clients navigate complex tax issues with a professional and communicative approach, ensuring timely and accurate results.
730 Howe Ave #100, Sacramento, CA 95825, USA
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Comprehensive tax services for individuals and businesses, including final estate tax returns, with secure document handling and timely completion.
Expert guidance on estate tax returns and financial planning to help clients navigate complex legal and tax matters efficiently.
Specialized advice and services for telecommunications businesses, leveraging industry knowledge to optimize financial and operational strategies.
Personalized financial planning and consulting to support clients in achieving their long-term financial goals with clear communication.
Easy and secure online upload system for clients to submit documents, ensuring confidentiality and streamlined processing.
Overall rating
Bonita Branstrom
Kathy Pratz has excellent credentials. She has knowledable , warm, and professional approach to her work. The office is well organized and the staff are professional. My tax work was completed well and in a timely manner.
Diana Oorema
Their "Contact" email submission form does not work. Just says "Error Try Back Later" the multiple times I tried to send a detailed description of my Cap Gains issue to see if they could help. They were close to my house, but I will have to try elsewhere... How can I trust a CPA whose website doesn't even work...
Greg G
Kathy gave me outstanding advice! I would never go anywhere else. I have used Schwartz Platz and Associates for years. Excellent CPA!
Jena Berenberg
My experience with Kathy, Leslie and Amanda has been nothing short of extraordinary. After a really terrible experience with another CPA, I felt pretty defeated. I reached out to Kathy to see if she would be willing to help me. She was kind, patient, efficient, informative, communicative and really helped put my mind at ease. I am so grateful that she was willing to work with me and I cannot recommend their team enough. Thank you so much.
Katie Cook
I couldn’t be happier with the service the team at Schwartz Platz & Associates provided. I needed to file a final estate tax return and they made it easy for me to upload documents to their secure portal. They were excellent at communicating and letting me know when the return was complete. Friendly, efficient and knowledgeable! Thanks for your great services!
