Business Details
32 Years
experience
Expert Accounting & Tax Services for Businesses and High Net Worth Individuals
At BECK, CPA, we have dedicated ourselves to delivering personalized financial expertise since 1994. Our firm specializes in serving closely held businesses and high net worth individuals, combining the technical proficiency of large accounting firms with the individualized attention of a boutique practice. With decades of collective experience, our team of Certified Public Accountants and Enrolled Agents provides strategic tax planning, financial consulting, and business advisory services tailored to complex client needs. We prioritize proactive guidance over reactive solutions, helping clients optimize financial outcomes through ongoing analysis of market conditions and tax regulations.Our commitment to excellence is demonstrated through timely service delivery, transparent communication, and a proven track record of minimizing tax liabilities while maximizing business growth opportunities. We maintain active memberships in the American Institute of CPAs and California Society of CPAs, ensuring our practice remains at the forefront of industry developments.
Services
Tax Planning
Financial Statements
Estate Planning
Business Consulting
IRS Representation
QuickBooks Support
Forensic Accounting
Entity Selection
Wealth Management
Audit Preparation
Details
- Year established: 1994
Highlights and features
- We provide same-day phone call responses to all client inquiries
- Financial statements processed and reviewed within promised timelines
- In-person financial statement analysis available for actionable insights
- Timely completion of tax returns and compliance documentation
- Flexible service packages tailored to individual client requirements
Associations and certifications
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
What people say
Knowledgeable
Integrity
Professional
Timely service
Forward-thinking
Services
Tax Planning
Our tax planning services focus on minimizing liabilities while maximizing growth opportunities for businesses and high net worth individuals. We analyze current financial situations, project future scenarios, and implement legal tax-saving strategies. Clients receive ongoing guidance that adapts to changing regulations and business conditions.
Estate Planning
Specialized estate planning addresses asset protection, wealth retention, and intergenerational transfers for affluent clients. We coordinate with legal advisors to create comprehensive plans covering wills, trusts, and tax-efficient distribution strategies. Our approach ensures compliance with evolving estate tax regulations while preserving family wealth.
Financial Statements
We prepare and analyze financial statements with emphasis on actionable business insights. Our services include reviews, compilations, and agreed-upon procedures that meet regulatory requirements while providing management with decision-making tools. In-person reviews help clients understand financial performance metrics.
Business Consulting
Our business consulting services combine accounting expertise with operational guidance for growing companies. We assist with entity selection, QuickBooks implementation, succession planning, and financial forecasting. Clients benefit from industry-specific insights gained through decades of working with diverse businesses.
IRS Representation
We provide expert representation for tax-related disputes with the IRS and state agencies. Our services cover penalty abatement, audit defense, and compliance resolution. Proven experience with complex tax issues ensures effective solutions while protecting client interests during examinations.
People
Gregory W. Beck
Senior Principal
Certified Public Accountant with 40+ years experience serving closely held businesses. Specializes in tax strategy, business consulting, and forensic accounting. Holds BA in Business Administration from California State University, Fullerton.
Sherri S. Davis
Principal/Senior Manager
Enrolled Agent with 25+ years in tax and accounting. Focuses on real estate partnerships, estate planning, and high-net-worth individuals. Holds Associate of Arts degree in Accounting and IRS Enrolled Agent certification.
Romualdo Martinez
Senior Tax Accountant
Enrolled Agent with Masters in Taxation. Specializes in real estate industry taxation and high-net-worth individuals. Holds BS in Accounting and pursuing CPA certification. Provides technical expertise on complex tax matters.
Max Copley
IT Manager
IT professional with 35+ years experience managing technology infrastructure. Holds MCP certification and BA in Business Administration. Oversees cybersecurity and technology systems for accounting operations.
Zsofia Provencio
Administrative Specialist
Administrative specialist with 15+ years in banking and operations. Holds Associates in Law Office Administration. Manages daily office operations and client communications as first point of contact.
Questions
What industries do you specialize in?
We serve diverse industries including automotive, healthcare, construction, manufacturing, professional services, and real estate with tailored accounting solutions.
Do you offer business entity selection services?
Yes, we analyze your specific situation to recommend optimal business structures considering tax implications and long-term goals.
How do you handle complex tax situations?
Our team specializes in sophisticated tax planning for high net worth individuals and businesses with multi-jurisdictional operations.
Can you assist with QuickBooks implementation?
Yes, we provide setup, training, and ongoing support for QuickBooks systems tailored to your business requirements.
What estate planning services do you offer?
We coordinate comprehensive estate plans covering asset protection, wealth transfer strategies, and tax-efficient distribution methods.
How do you ensure timely service delivery?
We guarantee deadlines through structured workflows and prioritize urgent client needs with same-day response commitments.
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