Firm profile
Schwartz Platz & Associates, CPA
Sacramento
Recurring accounting, financial reports, ledger systems and outsourced CFO.
At a glance
- Services listed
- Bookkeeping, Tax preparation, Advisory / planning
- Software
- QuickBooks Online
- Published address
- 730 Howe Ave Ste 100, Sacramento, CA 95825
- Industries
- Industry groups: Legal, Nonprofits, churches and education, Real estate and property, Retail and e-commerce
- Gas stations/convenience stores
- Law firms
- Nonprofits
- Property management
- Real estate
- Retail
- Credentials as stated
- CPA licensing in CA/NV/TX claimed; unverified
Schwartz Platz & Associates, CPA, with a published office in Sacramento, lists bookkeeping, tax preparation and advisory work on its website and names QuickBooks Online as its software; it does not publish a monthly bookkeeping fee (checked October 13, 2026).
What the website describes
- Monthly bookkeeping
- Recurring accounting, financial reports, ledger systems and outsourced CFO.
- Tax-related scope
- Business/individual/trust preparation, planning and sales/use tax.
Questions to ask this firm
- Are you taking on new clients now, and when could work start?
- What exactly would a written quote for my books include?
- What are the contract length, notice period and any fees to leave?
- Who will do my work each month, and which credentials do they hold?
- What does monthly bookkeeping cost for a business like mine?
- Do you take on catch-up or cleanup work, and how is it quoted?
Not published on the firm's website
These details were not found on the pages reviewed on October 13, 2026. That does not mean the firm lacks them; ask directly.
- A bookkeeping price
- A service area
- Cleanup or catch-up work
- Payroll services
- Names of the people who do the work
Sources and checked dates (2)
- https://www.schwartzplatz.com/: Office, Service area, Credentials, Published fee. Checked October 13, 2026.
- https://www.schwartzplatz.com/smallbiz.php: Services, Software, Industries, Working style. Checked October 13, 2026.
Inclusion is not an endorsement. No firm has paid for placement or confirmed this profile. Review ratings are not imported. How this guide works.
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