Business Details
24 Years
experience
Trusted Tax & Accounting Services in Deforest
Beckett Tax has been serving individuals and businesses since 2002, established as a reputable family-owned CPA practice specializing in tax preparation, bookkeeping, and payroll services. Our team of certified professionals combines decades of collective experience with personalized attention to anticipate client needs and exceed expectations. We maintain a strong commitment to accuracy, timeliness, and detail-oriented service while staying current with evolving tax laws to maximize client benefits.Our approach focuses on simplifying complex financial matters through tailored strategies that reflect individual goals and business requirements. We operate with transparent pricing structures and maintain a client-centric focus throughout our service delivery, ensuring clients retain complete copies of all filed documentation for their records.
Services
Income Tax Preparation
Bookkeeping Services
Payroll Services
Details
- Year established: 2002
Highlights and features
- Our team includes CPAs and Enrolled Agents with 20+ years of combined tax experience.
- We provide personalized financial guidance tailored to individual and business needs.
- We maintain transparent pricing structures with documented cancellation policies.
- Our professionals stay current with evolving federal and state tax regulations.
- We prioritize timely service with guaranteed 24-hour cancellation notifications.
What people say
Over and above helpful
Stress free process
Most out of tax return
Saved us double
Services
Income Tax Preparation
We specialize in accurate individual and business tax preparation with strategic planning to minimize liability. Our certified team stays current with tax code changes to ensure maximum deductions while maintaining compliance. Clients receive electronic filing options and direct deposit for faster refunds, with personalized guidance through complex tax situations.
Bookkeeping Services
Our bookkeeping solutions include transaction categorization, bank reconciliations, and financial statement generation. We establish customized systems for startups while improving existing processes for established businesses. Services cover profit/loss tracking, balance sheet preparation, and 1099 generation to maintain accurate financial records throughout the year.
Payroll Services
We handle comprehensive payroll processing including direct deposits, tax filings, and year-end documentation. Our services cover W-2/1099 processing, tax liability deposits, and compliance reporting while providing employee access to pay stubs. We ensure adherence to federal, state, and local payroll regulations with dedicated specialist support.
People
Tylor Katze
Owner
CPA with Master of Professional Accountancy degree from UW-Whitewater. Purchased Beckett Tax in 2018 after working with founder. Focuses on long-term client relationships while overseeing team operations.
Claudia Katze
Office Administrator
Manages administrative operations during tax seasons, ensuring efficient client interactions. Works alongside Tylor to maintain smooth office functions while supporting client service delivery.
Bethany Alexander
Tax Preparer
Enrolled Agent with 20+ years of tax expertise, specializing in preparation and real estate tax planning. Provides personalized service while maintaining dual licensing as real estate professional for comprehensive financial guidance.
Tonya Gile
Tax Preparer
Enrolled Agent since 2023 with 20+ years of tax preparation experience. Serves 650+ clients annually, focusing on individual tax returns with continuous education in evolving tax laws.
Karina Mendoza
Tax Preparer
Bilingual Enrolled Agent with experience in VITA program and financial education. Specializes in assisting startups and small businesses with tax preparation and financial foundation building, serving clients in both English and Spanish.
Questions
What tax services do you offer?
We provide individual and business tax preparation, estimated tax calculations, tax planning strategies, extension filings, and electronic return options for faster refunds.
Do you offer free initial consultations?
Yes, we provide free initial consultations to determine how we can best address your tax needs before scheduling paid appointments.
What payment methods do you accept?
We accept cash, checks, and major credit/debit cards with a cash discount option available for most services.
How do you handle tax preparation for remote clients?
Our team offers remote tax preparation services, including electronic document submission and virtual consultations for clients outside our physical location.
What industries do you serve?
We work with self-employed individuals, small to medium-sized businesses, startups, and established corporations across various industries including real estate and construction.
