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Schwartz & Schwartz in San Diego

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4.9 (29)

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Schwartz & Schwartz is an accountant in San Diego, CA.

Schwartz & Schwartz Review Summary

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4.9

(29 Reviews)

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Joseph Erle -Google user

Edited 3 days ago

Hedgi tax software is way ahead of its time. It uses AI to optimize and automate the tax preparation and bookkeeping process. You'll never go back once you see how much time it will save you. I used it for my personal taxes and...Read More

Business tax return preparation, Individual tax planning, Tax problem consulting, Business tax planning, Tax Preparation, General bookkeepingGreat price

Jose Ponce -Google user

5 months ago

Jacob and his team have been incredible in helping us with both our personal and business taxes over the past few years. Their support, responsiveness, and expertise have made a huge difference—especially during tax season, but also throughout the year whenever we have questions related...Read More

Francisco Meza -Google user

6 months ago

💪🏼 Martin and Jake at Schwartz & Schwartz provides professional and reliable services. Whether you're an individual or a business, their expertise in tax preparation, bookkeeping & accounting, payroll services makes them a great choice for anyone looking to stay organized and financially on track....Read More

Olivia Korte -Google user

5 months ago

Jacob & Martin are the best in the business! Our family has been coming to them to do our Taxes for our whole lives and we reccomend them to all of our friends and family. Quick and fast service with extremely knowledgeable industry leaders! You...Read More

David Moore -Google user

5 months ago

I want to give a public shout-out and highly recommend my CPA, Jacob Schwartz. Jacob expertly handles both my C Corporation's accounting as well as my wife's and my personal taxes. Jacob's professionalism, deep expertise – further enhanced by his use of Hedgi, an innovative AI...Read More

drshasta ericson -Google user

5 months ago

I really appreciate Schwartz and Schwartz. They trully care and take the time to sort out your concerns. They are prompt, efficient and professional. With 3 generations of CPA work I feel confident in their skill. Thanks

salim chagan -Google user

2 months ago

Martin is my accountant for over 30 years some things have changed but it’s still a great place for all your accounting and tax needs

Scott Schindler -Google user

5 months ago

It's rare I feel lucky to be a client of anyone...but this is one of those situations. Great people and good consultative services. But this Hedgi AI integraetion is changing the game! Keeps my costs low without comprimising work product!

Joshua whitley -Google user

a year ago

I recently had the pleasure of working with Jacob Schwartz for my taxes, and I cannot express enough how amazing he was in handling the process. Not only did Jacob make the entire experience easy and stress-free, but he also delivered exceptional results that exceeded...Read More

Derek Stevens -Google user

5 months ago

Total professionals! An absolute pleasure to work with. So glad we are able to work with who we consider to be the very best in the industry. Thank you Jacob!

Robert Sparrow -Google user

5 months ago

Incredibly efficient, timely turnaround with an excellent staff ( Brian is the man👍) and Jake provides the best tax advice moving forward 😎 …

Leonardo Ruffino -Google user

4 years ago

Martin and Jake are the best accountants in San Diego. I have been helped by Jake for two years now and he has made my accounting needs easy. Jake is very professional and an expert at tax advice. He is always patient with my questions...Read More

Responsiveness, Quality, Professionalism, Value

Jacquie Willhoite -Google user

2 years ago

I’m so grateful for Jacob, at Schwartz & Schwartz, he’s the best, most knowledgeable, and efficient CPA I’ve ever worked with. The new Hedgi AI accounting platform he’s using is hands down the best I’ve ever seen - say goodbye to QuickBooks and hello to...Read More

Tally Bercovitz -Google user

4 years ago

I’ve been with this firm for well over five years and their level of service always exceeds my expectations. Jake is attentive, compassionate to a businesses needs, responsive and intelligent. Mina is on top of everything and you can tell she takes great pride in...Read More

Joseph Erle -Google user

5 years ago

These guys know their stuff . Very knowledgeable and responsive. They make everything easy with auto pay, online tax uploads, and E-filing. They also do my payroll, which is super straight forward as well. Thanks for the great service. ...Read More

Isabel Chou -Google user

5 years ago

I always dreaded doing my taxes, but this year Jake made the process straightforward and I'm surprised at how easy it was (I've never said this about taxes before). I'm located in San Francisco, so I used their online portal to file my taxes. The online...Read More

Robert Najera -Google user

6 years ago

We had the best experience with Schwartz and Schwartz accounting. Very knowledgeable and friendly, explained everything and made sure we understood it all. Cracking jokes and making me and my wife laugh made us feel like we were with a friend...Read More

Peter Shoikhet -Google user

6 years ago

I love working with Martin and his son, they are both excellent at what they do. They are precise and follow up with you if there are any grey areas that are in question.Their customer service skills are beyond normal and make you feel like...Read More

Karim Pirani -Google user

Edited 9 years ago

Schwartz & Schwartz have been our family and business accountant ever since we moved to San Diego in 2005 and we would not even consider going to anyone else...NEVER! Martin, has been a God send...super conscientious and caring, he is not only a great accountant,...Read More

Adisa Ziric -Google user

6 years ago

Martin and Jacob have been doing mine and my families' personal and business taxes for 20 years! I'm extremely happy with their service and always recommend them to everyone! They are always very responsive and helpful and their office staff is also great!

Features

Service options

Online appointments

Onsite services

Accessibility

Wheelchair accessible elevator

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Amenities

Restroom

Crowd

LGBTQ+ friendly

Planning

Appointments recommended

Other

LGBTQ+ friendly

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Schwartz & Schwartz Review Summary