“I have been getting my taxes prepared by Schwartz Platz & Associates for almost a decade. Their team is extremely helpful, professional and efficient! Kathy prepares my taxes and is very informative about strategies for managing my investments. The front office staff is always extremely welcoming, offering water upon my arrival.
I recently met with Kathy to discuss how to successfully leverage my rental property asset. She educated me (in layman’s terms) about the benefits & drawbacks to starting a 1031 Exchange vs paying taxes on my profit, thereby liquifying funds. I was referred to Swartz Platz by my brother & now refer everyone I know to them, as well. I couldn’t ask for a more helpful, knowledgeable, kind and personable CPA!“
“This is the only place I get my tax done for the past 10 years. I highly recommend them.“
“The main reason we return each year to HR Block is because Sharon Wallace is there to prepare our taxes. She completely understands our business and completes our taxes accurately. Sharon has prepared our taxes since 1996. She also completes my parents taxes, father in law and daughters taxes. As long as Sharon is at HR Block we will continue to have our taxes completed at HR Block.“
“One of the best decisions I've made in my career has been to trust this amazing company in handling my books. I thought how hard could it be to do the books and do my own taxes. It's not hard to wing it... it's also not smart either,which I found out the hard way. I did my self an incredible disservice handling it on my own. Not to mention the time I wasted doing it wrong. I cost myself a lot of money doing it wrong. I know perry and Deanna well and cannot say enough good things about them and their character. The tax guy they have is incredible. Everyone is a true professional and at the top of their game. I highly recommend this awesome company and I am honored to be their client.“
“**Review for Yelp:** I want to express my gratitude to our accountant for his exceptional service. He manages our accounts and prepares tax reports for our companies with the highest professionalism. His attention to detail and deep knowledge of accounting ensure the financial transparency and accuracy of our reports. With him, we are always confident that all our tax matters are in reliable hands. Highly recommend to anyone looking for a dependable and competent accountant!“
“Outstanding service, highly competent and professional, super pleasant... I couldn't ask for a better CPA!“
“It is not my practice to do reviews but I believe outstanding service should be recognized and complimented. The service we received was wonderful and exceptional from Bob Rojas, CPA at Rojas and Associates. He was friendly, personable and very professional. What we thought was a complicated tax return due to assets we have in a foreign country Bob didn't make it sound one bit complicated. He put our mind at ease letting us know everything would work out and how he could help us in the coming year to plan to help save us money to the point we walked away feeling so grateful and appreciative for his knowledge, compassion and helpfulness. I am most grateful for his patience and thoroughness in completing all our foreign tax information. Upon switching from our previous CPA firm Gallina in Roseville who didn't provide us with one on one service or advise us what we could do to better help our personal situation we found Bob who was a wealth of information. He was able to help us with a tax planning strategy as well as give us peace of mind knowing exactly what he was doing to save us money. My husband and I cannot say enough wonderful things about Bob. If you are looking for someone who will treat you like family Bob Rojas is your guy. He is straightforward, sincere and genuine. We are so happy we found him!!“
“I’ve worked with Michelle and her staff for 8 years. She has reliably delivered year after year and been an incredible support in the businesses I have built and run.“
“Working with Olivia has been absolutely amazing! If you're looking for a tax person who sees you as a partner and not just another customer then look no further. Olivia was able to sit down with us and solve some very complicated problems, all while making our wife and I feel very comfortable. We've worked with many tax professionals in the past for both personal and business taxes, but can honestly say that Olivia has gone above and beyond every single one of them. She is VERY knowledgeable and can think outside the box which is an absolute must in a tax pro. You won't be disappointed.“
“I needed some advice on avoiding capital gains in a real estate transaction. My best buddy told me to talk with his "tax guy" who is great. I emailed Dave and received a prompt reply with convenient times to ring him. I gave him a call and he was very open and honest about my situation. This was great. I just wanted to confirm what I knew to be correct. Dave provided clarity about the process and actually suggested some options for me that will save me money. Asked if he would take me and my son on as clients. Sho'nuf!“
“Mark and his team were extremely professional, and Mark's accounting skill is tremendous. He saved us quite a bit of money this year on our taxes, and he is helping me make sure that I set up my company for success financially. I highly recommend Mark for any accounting needs.“