Trusted Personal Advisors

Since 1982, Schwartz & Schwartz, a Professional Corporation has been providing legal and accounting services to clients located in Southern California, throughout the United States, and internationally.

WHO WE ARE

We are dually-licensed and practicing attorneys and CPAs dedicated to assisting our clients with all aspects of their personal and business lives. We are our clients' most trusted advisors and we are passionate about being responsive, precise, and finding creative solutions to our clients' most pressing financial issues.

WHAT WE DO

As attorneys and CPAs practicing both law and accounting, we assist our clients with everything from tax planning and tax return preparation to business formation and transactions to estate planning. Our practice emphasizes taxation and our goal is to save money and create value for our clients. When you only need to hire one advisor, instead of two, you get a level of efficiency that few other professionals can match.

Dedicated to providing big firm quality work at boutique firm prices, our firm strives to meet the needs of our clients and become their trusted personal advisor.
Practice Areas
 
The accounting and legal backgrounds of our professionals allow us to assist our clients with all aspects of their personal and business lives. We like to think of ourselves as our clients' most trusted advisors. Whether we are planning a business transaction, preparing a tax return or an estate plan, or resolving a pressing tax issue, our primary goals have always been to save tax dollars and create value for our clients.

We work with high-income individuals and closely-held businesses to minimize income, gift, and estate tax liabilities through our knowledge of the tax code.

We provide comprehensive estate planning solutions, administer estates and trusts, and are available to serve as trustee or executor.

We can help discover the facts underlying your concerns about fraud and misconduct and can assist in litigation

ABOUT THE PARTNERS


 

Rick L. Schwartz

J.D./CPA

Rick L. Schwartz, the firm's founder, has been a dually-licensed, practicing attorney and CPA for more than 35 years. He graduated from the California Western School of Law in 1977 after attending the University of California, Los Angeles Law School as a non-matriculating law student, where he was also on Law Review.

Prior to opening his own firm in 1982, Rick worked at various accounting and law firms, including the international accounting firm of Coopers & Lybrand. Early in his career, Rick taught individual, partnership, corporation, and estate/gift tax courses at California State University at Los Angeles.

A former marathon runner and duplicate Bridge "Life Master", Rick now enjoys bowling and spending time with family.

Rick can be reached at rick@sandsapc.com.

 

Daniel C. Schwartz

J.D./CPA

Daniel C. Schwartz graduated from the University of Southern California Gould School of Law in 2009 and obtained his CPA licensure in 2012. He also graduated from the University of California, Davis with Honors in History in 2005.

Daniel has been published in Valley Lawyer magazine as well as the USC School of Law Interdisciplinary Law Journal. While in law school, he served as the articles editor of the USC Interdisciplinary Law Journal, volunteered for the Small Business Clinic, and was a research assistant for a law school professor who was updating her textbook on Legislation.

Daniel spends most of his free time with his young family and also enjoys hiking, golf, travel, and anything history-related.

Daniel can be reached at dan@sandsapc.com.

Meet Our Team