916-489-1697
Schwartz Platz & Associates, CPA provides a wide range of services to individuals and businesses in a variety of industries. At Schwartz Platz & Associates, CPA, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
Schwartz Platz & Associates offer a full range of auditing, including pension and profit sharing audits, health and welfare audits, OMBA 133 audits, audits of non-profits and governmental audits.
Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.
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Tax Planning and Preparation Services
At Schwartz Platz & Associates, CPA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
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Financial and Retirement Planning
Schwartz Platz & Associates, CPA's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Schwartz Platz & Associates, CPA can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
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Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Schwartz Platz & Associates, CPA can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
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From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Schwartz Platz & Associates, CPA's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting
system setup and support
- Employee benefit and profit-sharing plans
- Corporate tax planning and return preparation
- Litigation support
We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.
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Schwartz Platz & Associates, CPA's can assist in your assurance needs.
- Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.
- Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.
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As technologies rapidly advance, companies increasingly need to update their computer systems. Schwartz Platz & Associates, CPA can assess your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new software. As experts in this field, we can put your computer problems at bay as well as improve your computer system's performance taking into consideration any budget you may have.
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Accounting Software Help and Assistance
Accounting Software can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.
Schwartz Platz & Associates, CPA offers the following solutions to help meet your accounting software needs:
Setup- We assist new accounting software users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Support- Our accounting software support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting assistance.
Review- Our accounting software review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
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Litigation Support and Forensic Accounting
Schwartz Platz & Associates, CPA litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.
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Employee Benefits, Pension, and Profit-Sharing Plans
Choosing and administering benefit plans for your employees is often a complex process. Schwartz Platz & Associates, CPA can help you develop and implement your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, you and your employees will be rewarded for the hard work that contributed to the success of your business.
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Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Schwartz Platz & Associates, CPA can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
