Trish the Santa Cruz CPA

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

5.0

★★★★★

1 reviews

Patricia A. Beckwith, CPA (Santa Cruz CPA) is a sole practitioner providing personalized tax preparation and planning services for individuals, small business owners, and rental property owners in Santa Cruz County.

Call (831) 475-1544

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About

Patricia A. Beckwith, CPA (Santa Cruz CPA) is a sole practitioner with over 28 years of experience, providing personalized tax and consulting services throughout Santa Cruz County.

A graduate of Golden Gate University in San Francisco, she also completed the Financial Planning program through Santa Clara University. She provides income tax preparation and tax planning for individuals, businesses (corporations, partnerships, multi-member LLCs), trusts, and tax resolution services. Her practice is built on providing superior client service with a personal touch — she is always the contact person and closely monitors every account to ensure clients receive the best advice possible.

Over 28 years of CPA experience with personal, attentive service

Sole practitioner — Trish is always your contact person

Graduate of Golden Gate University + Santa Clara University Financial Planning program

40+ hours per year in continuing education on tax strategies and technologies

99% paperless office with secure SmartVault portal and DocuSign

Year-end tax planning meetings included with tax preparation services

QuickBooks specialist for business returns

Audit Protection Plan available

Services

Income Tax Preparation

Professional preparation of most tax returns — individual, corporate, exempt organizations and trusts. Continuously monitors federal and state tax law changes to minimize current and future tax liabilities. The sole practitioner model means intimate familiarity with all details of every return.

Individual tax returns Corporate tax returns Partnership returns Multi-member LLC returns Exempt organization returns Trust returns Year-round tax planning

Individual Tax Returns

Individual tax return preparation with a September-November year-end planning focus. Uses SmartVault for secure document exchange and DocuSign for electronic signatures. Process: tax organizer sent in early January, client uploads documents, return prepared, reviewed with client, DocuSign for signatures, e-filed.

Tax organizer process Secure portal document exchange DocuSign electronic signatures SmartVault document storage

Business Tax Returns

Business return preparation for corporations, partnerships, and multi-member LLCs. Works primarily with QuickBooks. Requires in-house or contract bookkeeper. Reviews QuickBooks file prior to year-end for IRS compliance, provides tax planning advice to minimize liability. Uses SmartVault for document delivery and DocuSign for signatures.

Corporation returns Partnership returns Multi-member LLC returns QuickBooks integration IRS-compliant financial statements

Tax Resolution Services

IRS tax resolution services for individuals and businesses facing tax disputes, audits, and notices. Offers an Audit Protection Plan to help clients stay ahead of IRS communications.

IRS audit representation Tax notice response Audit protection plan

Small Business Consulting

CPA small business consulting to help improve planning processes, create emergency funds, choose right retirement accounts, and implement better tax planning processes. Hourly billing at $300/hour after initial consultation.

Business finance planning Emergency fund creation Retirement account selection Tax planning process improvement

Financial Planning

Financial planning services, having completed the Financial Planning program through Santa Clara University.

Comprehensive financial planning Retirement planning

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Rating

★★★★★

Reviews

"Working with her has been a pleasure!"

Frequently Asked Questions

Who is Patricia Beckwith? +

Patricia A. Beckwith (Trish) is a CPA sole practitioner with over 28 years of experience, providing personalized tax and consulting services throughout Santa Cruz County. She is a graduate of Golden Gate University in San Francisco and completed the Financial Planning program through Santa Clara University. She spends minimum 40 hours per year in classes and seminars to stay current on tax strategies.

What services does Santa Cruz CPA offer? +

Santa Cruz CPA offers income tax preparation and planning (individual, corporate, exempt organizations, trusts), business tax returns (corporations, partnerships, multi-member LLCs), tax resolution services (IRS audit representation), small business consulting, and financial planning.

What are the fees? +

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

What is the tax preparation process? +

For individuals: year-end planning September-November, tax organizer sent in early January, client uploads documents via SmartVault, return prepared with phone/email communication, DocuSign for signatures, e-filed. For businesses: requires QuickBooks file with in-house or contract bookkeeper; reviews file prior to year-end, makes recommendations, prepares return, DocuSign, e-filed.