Patricia A. Beckwith, CPA

Certified public accountant in Soquel, CA (show on map)

4.6

★★★★★

5 reviews

Patricia A. Beckwith, CPA (Trish) provides experienced tax preparation, planning, and small business consulting services in Santa Cruz County, CA.

Call (831) 475-1544

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About

Patricia A. Beckwith, CPA (Trish) is an experienced CPA located in Santa Cruz County, CA providing people with personal, exceptional service with reasonable fees.

Her mission is to provide superior client service while providing the highest quality professional income tax preparation and tax planning for small business owners, rental property owners, and individuals throughout Santa Cruz County. She has been practicing for more than 28 years, is a graduate of Golden Gate University in San Francisco, and completed the Financial Planning program through Santa Clara University. She spends a minimum of forty hours per year in classes and seminars to stay current on the latest tax strategies, technologies and techniques. She provides tax preparation, small business consulting, and tax resolution services. The firm is 99% paperless using a secure online portal for document exchange.

28 years of experience

Sole practitioner providing personalized attention

99% paperless with secure online portal

Free tax planning meeting included with service

Financial Planning program from Santa Clara University

Services

Income Tax Preparation

Professional income tax preparation for individuals, businesses, trusts & estates. Services include individual returns (starting at $895 with no business/rental, $1,295 with business/sole proprietor/rental), and business returns (starting at $1,595 for corporation, multi-member LLC, tax-exempt).

Individual tax returns Business returns Trust & Estate returns Tax planning

Small Business Consulting

Small business consulting for planning, emergency funds, retirement accounts, and better tax planning processes. Billed on an hourly basis.

Planning process improvement Emergency fund creation Retirement account guidance Tax planning processes

Tax Resolution Services

Tax resolution services for IRS issues.

Audit Protection Plan

Audit protection services to help clients ahead of IRS audits.

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Rating

4.6

★★★★★

Reviews

Frequently Asked Questions

What are the tax preparation fees? +

Individual tax returns start at $895 with no business or rental activity, or $1,295 includes business, sole proprietor/single member LLC/rental. Business returns (corporation, multi-member LLC, tax-exempt) start at $1,595. Meetings and consultations are $450 for the first hour, then $300 per hour thereafter (1 hour minimum).

How does the tax preparation process work? +

For individuals, September through November are best for year-end tax planning check-ins. Tax organizer packages are sent electronically or by mail in early January. Clients upload documents to SmartVault or send by mail. The firm prepares returns and sends via DocuSign for review and signature. Electronic filing follows after payment.

What is the firm's approach? +

As a sole practitioner, Trish handles all aspects of tax preparation personally, providing intimate familiarity with all details of client tax returns. The firm is 99% paperless using a secure online portal for document exchange.