Schwartz & Schwartz, APC

Our Practice

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We are a boutique, multi-disciplinary tax and estate planning firm focused on providing value.

Schwartz & Schwartz, a Professional Corporation is a boutique tax and estate planning firm that is unique in providing both tax and estate planning legal services and tax accounting services.

Each of our partners is licensed as both an attorney and a CPA and are routinely requested to serve as a trustee by our clients. We represent families and their closely-held businesses and trusts in all aspects of their "tax lives", with a special emphasis on minimizing tax burdens. As a father-son “team,” we understand family businesses and how there is often very little separation between family and business.

So whether you need a sophisticated estate planning attorney to handle your family’s estate planning, a creative CPA to handle your income tax preparation, or a diligent business tax attorney for your business and investment needs, Schwartz & Schwartz strives to be your “one-stop” tax advisor.

 
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Rick L. Schwartz, Esq./CPA

Rick L. Schwartz is licensed as both an attorney and a CPA. Prior to starting the firm in 1982, Rick worked at various law and accounting firms, including the international accounting firm of Coopers & Lybrand.

Rick grew up and has lived in the San Fernando Valley for most of his life. Rick 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. 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, Rick now enjoys bowling and spending time with family.

Rick can be reached at rick@sandsapc.com.

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Daniel C. Schwartz, Esq./CPA

Daniel C. Schwartz is licensed as both an attorney and a CPA and has been certified by the California State Bar Department of Legal Specialization as both a Taxation Specialist and an Estate Planning, Probate and Trust Specialist. Daniel has been published in Los Angeles Lawyer and Valley Lawyer and routinely gives seminars on various tax and estate planning topics. Daniel also pursues various local charitable causes and is currently serving as a trustee/treasurer of a local private foundation as well as a director/treasurer of the Foundation for Las Virgenes Schools.

After growing up in the San Fernando Valley, Daniel studied history at the University of California, Davis before graduating from the University of Southern California Gould School of Law.

Daniel currently lives in Calabasas with his wife and two children, who he frequently takes on around-the-world adventures. In his spare time, Daniel enjoys Krav Maga, traveling, hiking, and extremely smoky Scotch.


Daniel can be reached at dan@sandsapc.com.

Stacey Schwartz, Fiduciary Accountant and Administrator

An “unrelated Schwartz”, Stacey grew up in Pittsburgh and graduated from Robert Morris University with a degree in business administration and accounting. Prior to moving to Los Angeles and joining the firm in 1999, Stacey served in several executive and administrative positions in the hospitality industry.

Stacey’s practice focuses on the preparation of official court accounting, the preparation of books and records for trusts and businesses, and the proper administration of special needs trusts, trusts for incapacitated adults, life insurance trusts and other irrevocable trusts.

Stacey can be reached at stacey@sandsapc.com.