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About Us

Putting Your Business In Order Is Our Business

Mission Statement

We provide traditional and innovative CPA services of exceptional value and superior quality in the greater Sacramento area.

Firm Background

A firm of experienced and dedicated business professionals, Schwartz Platz & Associates, CPA has extensive experience in organization and individual income tax planning, accounting software installation and support, auditing and accounting services and financial planning for owners of closely held corporations. We also have extensive experience in audits of nonprofit corporations, health and welfare organizations, pension plans and various other trust funds.

We review financial information with our clients to make sure they are getting the most out of their reports and are understanding where their financial strengths and weaknesses are. We review our clients tax situations and keep them updated on the latest news in tax savings.

Having been in business in Sacramento for over 30 years, we have formed alliances with other professionals in the area. These alliances help our clients receive the best in professional CPA services. We work with a number of lawyers, investment brokers and lenders. When a client doesn't know who to turn to, we can tap into our resources and fill-in the gaps.

Ever dedicated to the needs of our clients, we participate in a quality assurance program sponsored by the American Institute of Certified Public Accounts.

The Principal

Kathleen Schwartz Platz, CPA: Kathleen is the principal in the firm. She graduated from CSU Sacramento with a B.F. in Accounting. She has a Masters in Taxation and a Certificate of Educational Achievement in Personal Financial Planning (88 hours of course work). She has been appointed to the Administrative Committee of the California State Board of Accountancy. She also has extensive experience in the areas of auditing, accounting, and business consulting. She believes that the purpose of being in business is to make money and it is her job to see that her clients do just that.

Email: kplatz@schwartzplatz.com   Phone: 916-489-1697