Business Details
14 Years
experience
Personalized Tax Solutions in Santa Cruz
As the founder of Patricia Beckwith CPA, I have dedicated over 28 years to delivering personalized accounting and tax services to individuals and businesses in Santa Cruz County. My practice is built on a commitment to exceptional client service, combining extensive experience with continuous education in tax strategies and financial planning. Graduating from Golden Gate University and completing Santa Clara University's Financial Planning program, I leverage deep expertise to provide tailored tax preparation, small business consulting, and tax resolution services. Our 99% paperless process ensures efficiency while maintaining intimate familiarity with each client's unique financial situation.I personally oversee all accounts, ensuring timely responses and strategic guidance to minimize tax liabilities and support long-term financial goals. By utilizing technology and maintaining a client-centric approach, we simplify complex financial matters without sacrificing personalized attention. Testimonials highlight our accessible, down-to-earth service, with clients emphasizing our expertise and the value of our holistic tax planning. This dedication to combining technical excellence with genuine care defines our practice and strengthens our reputation as a trusted advisor in the Santa Cruz community.
Services
Tax Preparation
Small Business Consulting
Tax Resolution
Individual Returns
Business Returns
IRS Representation
Tax Planning
QuickBooks Support
Audit Protection
Financial Strategy
Details
- Year established: 2012
Highlights and features
- 28+ years of accounting and tax expertise
- Personalized service with direct CPA communication
- Hourly billing for transparent small business consulting
- 99% paperless process for secure, efficient service
- Proven track record with IRS tax resolution cases
What people say
Knowledgeable and super easy to work with
Down to earth, funny and knows her business
Looking forward to my appointment this year
Provides superior client service
Highest quality professional services
Services
Tax Preparation
Professional income tax preparation for individuals, businesses, and trusts. We provide accurate return preparation with strategic planning to minimize liabilities. Our process includes electronic filing and comprehensive review consultations.
Small Business Consulting
Hourly consulting services for business financial strategy. Includes cash flow analysis, retirement planning, and tax optimization for growing enterprises. Focus on practical solutions for operational efficiency.
Tax Resolution
Specialized assistance with IRS tax debt issues. Services include payment plans, unfiled returns resolution, and offer-in-compromise strategies. Starting at $1,500 for qualified taxpayers seeking debt relief.
Tax Planning
Proactive tax minimization strategies integrated with financial goals. Covers year-round planning for individuals and businesses. Includes regular tax law updates and personalized implementation guidance.
Audit Protection
Preventative measures and representation during tax audits. Covers documentation organization, correspondence management, and resolution strategies. Available as annual protection plans for businesses and individuals.
People
Patricia Beckwith
CPA
Certified Public Accountant with 28+ years of experience in tax services and financial planning. Graduated from Golden Gate University and completed advanced financial planning studies at Santa Clara University.
Questions
What tax services do you offer?
We provide individual and business tax returns, IRS resolution services, audit protection, and year-round tax planning tailored to Santa Cruz County residents and businesses.
How does the tax preparation process work?
Clients receive electronic organizers in January. We review completed forms, prepare returns, and provide electronic signatures through DocuSign. Final returns are delivered within 48 hours of filing.
Do you offer business consulting services?
Yes, we provide hourly small business consulting covering financial strategy, cash flow management, retirement planning, and tax optimization for growing enterprises using QuickBooks systems.
What are your tax resolution fees?
Basic tax resolution services start at $1,500. Costs vary depending on case complexity, with customized solutions for IRS debt management and compliance issues.
How do you handle audit protection?
We offer annual audit protection plans that include documentation organization, correspondence management, and resolution strategies to minimize disruption during IRS examinations for individuals and businesses.
