Business Details
24 Years
experience
Expert Tax & Accounting Services in Deforest, WI
Beckett Tax has been serving individuals and businesses since 2002, providing reliable and personalized accounting solutions. Our team of licensed CPAs and enrolled agents specializes in tax preparation, bookkeeping, and payroll services, combining technical expertise with a client-focused approach. With decades of collective experience, we prioritize accuracy, compliance, and proactive financial guidance to help clients achieve their goals.Our commitment to continuous education ensures we stay current with evolving tax laws, while our transparent pricing and cash discount options deliver value. Headquartered in Deforest, Wisconsin, we serve local businesses and residents with convenient in-person and remote support options.
Services
Income Tax Preparation
Bookkeeping Services
Payroll Services
Tax Planning
Tax Resolution
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of combined experience in tax and accounting services
- Our team includes licensed CPAs and IRS-enrolled agents
- Personalized service with transparent pricing and cash discounts
- Specialized expertise in individual and business tax optimization
- Free initial consultation to assess your specific needs
What people say
Over and above helpful
Stress free process
Amazing
Saved us almost double
Highly recommend
Services
Income Tax Preparation
We specialize in accurate personal and business tax return preparation with strategic planning to minimize liabilities. Our licensed CPAs and enrolled agents stay current with tax code changes to ensure compliance while maximizing refunds. Clients receive personalized guidance through complex tax situations and benefit from electronic filing options for faster processing.
Bookkeeping Services
Our bookkeeping solutions include transaction categorization, financial statement preparation, and system optimization for small businesses. We help establish efficient accounting processes that improve financial visibility and decision-making. Services cover profit/loss statements, balance sheets, and 1099 processing to maintain accurate year-round financial records.
Payroll Services
We handle payroll tax filings, direct deposits, and compliance reporting for businesses of all sizes. Our services include W-2/1099 processing, tax liability deposits, and employee access to pay stubs. We ensure adherence to federal, state, and local payroll regulations while saving business owners significant time.
Tax Planning
We develop customized tax reduction strategies aligned with individual and business financial goals. Our proactive planning identifies deductions, credits, and structuring opportunities to optimize tax outcomes. Services include estimated tax calculations and year-round advisory support to prepare for tax season.
Tax Resolution
We assist clients with IRS issues including audits, payment plans, and penalty abatement. Our enrolled agents provide representation and negotiation services to resolve tax debt challenges. We focus on achieving compliant, sustainable solutions while reducing client stress through expert guidance.
People
Tylor Katze
Owner
Licensed CPA with Master of Professional Accountancy degree. Purchased Beckett Tax in 2018 after working with founder Duane Beckett. Focuses on building long-term client relationships while maintaining operational leadership.
Claudia Katze
Office Administrator
Manages front desk operations and administrative tasks during tax seasons. Works closely with clients through phone interactions and in-person visits to ensure smooth service delivery at the Deforest office.
Bethany Alexander
Tax Preparer
Enrolled Agent with 20+ years experience specializing in tax preparation and real estate tax planning. Provides personalized service combining deep tax knowledge with real estate expertise to help clients with property transactions and investment strategies.
Tonya Gile
Tax Preparer
Magna Cum Laude accounting graduate with Enrolled Agent credentials since 2023. Prepares returns for 650+ clients annually while providing ongoing tax planning advice. Focuses on making tax processes stress-free through expert guidance.
Karina Mendoza
Tax Preparer
Bilingual tax professional with experience in VITA programs and financial education. Specializes in helping startups and small businesses establish strong financial foundations through accurate tax preparation and bookkeeping services.
Questions
What tax services do you offer?
We provide individual and business tax preparation, tax planning, payroll services, bookkeeping, and tax resolution assistance for IRS issues.
How do I schedule an appointment?
Call us at (608) 310-8140 or use our online scheduling system to book appointments for tax preparation, payroll setup, or bookkeeping consultations.
What payment methods do you accept?
We accept cash, check, debit cards, and credit cards with cash payments receiving a discount on most services.
Do you offer tax planning services?
Yes, we provide year-round tax planning strategies to help individuals and businesses optimize their financial situations before tax season.
Can you help with existing tax debt?
Our enrolled agents specialize in tax resolution services including IRS audit representation, payment plans, and penalty abatement solutions.
