I had a great experience with this tour company. Everything was extremely well organized from start to finish. The bus arrived right on time, which I really appreciated, and the whole process felt smooth and stress-free. The staff was professional, respectful, and made sure everyone was comfortable throughout the trip. You can tell they care about their customers and take pride in what they do. I highly recommend them for your future bookings -- you won't be disappointed. read more

If I could give them less than 1 star I would. This place is probably the worst tax place in California and maybe the whole US. They give you a big sales pitch to lure your business but they don't deliver anything except incompetence. Don't believe the good reviews because they have been sued many times. We ended up having to jump through hoops at the last minute to try to get our taxes done. What a terrible experience. Save yourself from having to deal with the frustration and anxiety and just AVOID this place. read more

I wish I had found them sooner! After years of putting up with downright TERRIBLE service from my previous CPA, I was referred to Schwartz & Schwartz. I am kicking myself for not doing it sooner. And if I'm going to be completely honest, I don't even know if I've ever spoken to my tax preparer? Everything is done perfectly the first time around, there has never been a single issue. This year, I'M NOT EVEN LYING, within 5 mins of uploading my last document I was notified my return was complete. It was so quick, and I was so shocked, I actually went back to check the time stamps on our conversation but it disappeared. The app is fantastic to use... Takes all the hassle out of trying to send personal and confidential information safely. I have referred friends and family to them, everyone has happily thanked me and received the same level of service. read more

Super knowledgeable tax, bookkeeping, and payroll. I use them for my personal and s Corp. They know all the new tax laws and take the time to make sure you get all the deductions you are eligible for. Definitely, give them a call for your personal or corporate taxes. read more

Schwartz & Schwartz - Here's a picture of their lobby. Just park under building and walk right in. - Payroll Services Near Me - San Diego, California

Completely neglected my account and left me with a huge tax burden. Jacob is unfriendly and curt in his interactions.

This firm has gone downhill considerably. The owner's son, who now runs the firm, does as little work as possible and leans on his "AI" technology to do his work for him. He is not quick to return emails or calls either. Spare yourself and look elsewhere. read more

I would like to rent this place and give them five star because I had a great experience I did my taxes with Jacob Schwartz EA First of all he was very knowledgeable he was able to answer and explain every question that I had for him and concern his office was very clean and organized his office had privacy and also very advanced technology Everyone was very kind and helpful from the second I open the front door and got into the office customer service was from a scale 1 to 10. 10 I I referred all my family and friends to him I was very happy with my tax return read more

Schwartz & Schwartz - Payroll Services Near Me - San Diego, California

I had a meeting with Martin in September 2021 to file my 2019 and 2020 taxes; he completed my 2019 taxes 2 weeks ago after I had been hammered with fees and court ordered levies yanking funds from my business accounts by the EDD. I felt abandoned and problems just got worse with the more everything was delayed, and now with tax season, there was radio silence when I wrote begging them to do something. The worst experience with accountants ever. read more

Dare I say your relationship with your CPA is a very intimate and scary thing. (It can't be after all) I mean they see everything. Your exact ins & outs of your finances. My relationship with Schwartz & Schwartz has lasted many many many years. The thought of having to see another CPA frightens me. In fact, over the years I have probably sent 8-10 of my friends and employees to see them. I will continue to do so without hesitation. Need be I wouldn't hesitate to let them do my payroll services if that was something I had an need for. So if you need to build a new relationship with the CPA or you're new to town and not sure where to go. Look no more..... Simply put they're the best. read more

Best CPA I have ever had I enjoy my meeting with him every year they are precise and affordable

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 portal was pretty easy to fill out and I uploaded all of my documents. Since my case is slightly complicated, I emailed Jake with a few questions and he answered quickly and explained things in ways I could understand. Jake was very helpful and it made me feel that I was in good hands. The pricing is extremely reasonable and a great value. I knew what I had to pay upfront, unlike other online services that I've used, such as Turbotax and H&R Block (I hate how they advertise as "free" but you end up paying extra hidden fees to be able to itemize and such). I will never go back to using the "free" do-it-yourself online tax services. Overall, I highly recommend this company to anyone in need of tax services, anywhere! read more

Martin is ABSOLUTELY the best! I look forward to our appointment every year. I always leave thinking about a Travel Adventure. "Carpe diem" Have a Great year... see ya in 2020. read more

Super efficient, knowledgeable and great customer service. Jake did our Taxes last three years and I'm very pleased. I highly recommend Jake and his father to any of my friends and family or anyone who needs help with tax returns. Arben Qerkini read more

Worse experience ever with an accountant. Don't let the 5 stars fool you as they fooled me. Jake or Jacob was the one handling my work. I was over charged 3 times within two months! My business is very small. My overhead is very very small and I don't have employees. So my business doesn't take much to run.all I asked for was payroll every two weeks and book keeping. so he said it would be $150 a month that includes things I didn't care for like reports of gains and loss. Very fancy. I said OK whatever, since they will handle it and " thought " since his company is not huge then communicating will be easy. I incorporated my business so I am new to this world. I had lots of questions in the beginning . He seemed short and irritated every time I emailed him to ask about something. At the end he didn't even bother to respond to the emails. I simply asked to change my address with IRS cuz I moved and told him that I was overcharged by $33 the first month. He said yes sorry I will refund you the money. Two weeks later no refund and on the stubs address was still old. I did stop by to turn in the IRS change of address form. I hope he submitted it! When I asked him. He didn't even bother to respond to my email. I told him I am little concerned about our communications and this will be the last email before I take a further step. He said that what I pay is only for the minimum engagement. Payroll, book keeping and that's it. Anything extra will be billed separately. He said he will mail me the refund check and address is changed. I asked for clarification what does " anything else" mean? Asking for my refund or changing the address?? Does he want to bill me for that ?he didn't respond. Two weeks later, no refund check, I was overcharged again this time by $38 plus unknown $44 that he never bothered to explain till now. At this moment I knew this won't work out. I fired him and told him that if I don't get the refund for all three charges I will dispute that with my bank and I have emails from him stating that I was over charged. His response was " hi, sorry seems like you were overcharged again. My apologies. Ok no problem, your paperwork along with the check will be ready at the front desk by noon on Monday. Best of luck" He doesn't care about small business owners I guess. I don't know what is his deal. All I know is that if I am paying you money then I need to be treated with respect. Getting in touch with my accountant should not be stressful. An accountant should know how important it is to get refunds and keep numbers accurate in the books. Take your business to someone who cares and treats people the way he likes to be treated. read more

This guy never returns phone calls. You can watch him fill out Turbo-tax in front of you for $200.

Prompt communication, thorough - asks the right questions to make sure I'm providing all of the relevant documentation so that I can receive the maximum federal/state refund. Also, always friendly and courteous ... a true professional. I have been a client of Schwartz and Schwartz for a number of years now and continue to be impressed with their work. read more

Absolutely primo service! It was a pleasure doing business and service was impressive. Everyone was personable, exacting and prompt.

I just finished with my tax return appointment with Jake. I am a terrible bookkeeper and have a semi-complex return . Jake quickly walked me through my income sources and expenses (in a way that didn't make me feel like the hot mess I am with this stuff.). I gave him my credit card passwords and he sorted out my expenses before I got there. He finished my return in front of me. I got a one page summary print out of my last year year's return vs this year's. The whole process took less than an hour. My refund is on the way. The staff was very helpful and kind. read more

I have been working with Martin for years and now with his son Jake and feel I get the same excellent level of service. Did my taxes online this year and found the process very efficient. Keep up the great work. read more

I have been a client of Martin for 15 years, and I am a dentist . I love this guy . . He is professional , meticulous , and fun to work with. He is very good with what he does and I recommend him wholeheartedly . read more

We have been using this firms services for over 29 years with complete satisfaction. Very thorough and consultative.

I was looking for a new CPA to handle my accounting/taxes for my business and I was referred to Jake a few years ago. I hired him immediately after we met and it was the best decision I have made. He's made my life so much easier since hiring him. He's super organized and runs a hell of a business. Highly recommend to anyone in need of a CPA. read more

Martin it was a pleasure, you definitely have the "I.B. livin state of mind" See you next year!

We've been going to Martin for a number of years and the process is always very smooth and pain free, except for the tax bill! We're in and out in a 1/2 an hour, our taxes are filed electronically and we're given our bill. Tony S.-San Diego read more

Excellent service , very professional & nice people to deal with, Thank you for making us feel important & taking the nessessary time out for us. read more

Martin and his son Jake are both excellent in what they do. They are responsible and follow up with you if things are in question. They take care of my employee and all other aspects of my business. Their customer service skills are excellent and make you feel like part of the family. They are awesome. read more

I am a long term client of Martin Schwartz. This was my first year with Jake. He made the process easy - very efficient and personable. He even gave me suggestions on future deductions and how to keep track with minimal effort. I had to drive up from OB but it was definitely worth it! Highly recommend them! read more

Martin has been doing my taxes for years and it is always a delight to see him. An outstanding trait of his is his accessibility i.e. if you have a question, you can email him and he will respond quickly. I've had negative experiences in this regards with another accountant but Martin is always there for you to communicate with. read more