Business Details
24 Years
experience
Your Trusted Accounting Partner in Deforest, WI
Beckett Tax has been serving clients since 2002 as a family-owned CPA practice. Our team of licensed professionals specializes in tax preparation, bookkeeping, and payroll services for individuals and businesses. With decades of combined experience, we focus on minimizing tax liabilities while maximizing refunds through expert knowledge of federal and state tax codes. Our services include personalized tax planning strategies, accurate financial reporting, and compliance solutions tailored to each client's unique needs.We maintain rigorous continuing education to stay current with evolving tax regulations and technology. Our commitment to transparency, reliability, and client satisfaction has earned us long-term relationships with individuals and businesses across Wisconsin.
Services
Income Tax Preparation
Bookkeeping Services
Payroll Services
Tax Planning
Tax Resolution
Details
- Year established: 2002
Highlights and features
- We have over 20 years of experience in tax and accounting services.
- Our team includes licensed CPAs and Enrolled Agents.
- We provide personalized service tailored to individual client needs.
- We guarantee accurate tax preparation and compliance with current regulations.
- Our local expertise serves Deforest and surrounding Wisconsin communities.
Associations and certifications
- CPA
What people say
Over and above helpful
Stress-free process
Amazing service
Saved us money
Highly recommend
Services
Income Tax Preparation
Our tax preparation service specializes in accurate individual and business tax filings. We analyze each client's financial situation to identify deductions and credits while ensuring compliance with federal and state regulations. Our licensed professionals use current tax code knowledge to minimize liabilities and maximize refunds. This service includes electronic filing, extension requests, and estimated tax calculations for both personal and corporate clients.
Bookkeeping Services
We provide comprehensive bookkeeping solutions for small to medium businesses. Our services include transaction categorization, bank reconciliations, and financial statement preparation. We establish customized accounting systems for new businesses and streamline existing processes for established companies. Our bookkeeping ensures accurate financial tracking and provides valuable insights for business decision-making through profit/loss analysis and balance sheet reporting.
Payroll Services
Our payroll service handles all aspects of employee compensation processing. We manage direct deposits, tax filings, and year-end reporting including W-2 and 1099 forms. The service includes compliance monitoring for changing payroll regulations and provides employee access to pay stubs through secure online portals. We handle tax deposits, workers' compensation audits, and quarterly reporting requirements to ensure complete payroll compliance.
Tax Planning
We develop customized tax planning strategies to optimize financial outcomes throughout the year. Our proactive approach identifies opportunities for tax savings while maintaining compliance with evolving regulations. This service includes analysis of business structures, retirement planning considerations, and timing of income/expenses to minimize tax burdens. We provide ongoing guidance to help clients achieve their financial goals while reducing future tax liabilities.
Tax Resolution
Our tax resolution service assists clients with IRS and state tax issues. We represent taxpayers in audits, collections matters, and dispute resolutions. The service includes preparation of offers in compromise, installment agreements, and penalty abatements. Our licensed professionals work to resolve back taxes, liens, and levies while protecting clients' rights throughout the process. We focus on achieving practical solutions to complex tax problems.
People
Tylor Katze
Owner
Tylor purchased Beckett Tax in 2018 after working with the previous owner. He holds a Master of Professional Accountancy degree and CPA license. With over 15 years in the field, he focuses on building long-term client relationships while maintaining the firm's high service standards.
Claudia Katze
Office Administrator
Claudia joined Beckett Tax after business acquisition. She manages front desk operations during tax season and supports administrative functions. Her client-focused approach ensures smooth office operations and positive client interactions.
Bethany Alexander
Tax Preparer
With 20+ years of experience and Enrolled Agent status, Bethany specializes in tax preparation and planning. She combines real estate expertise with tax strategy to provide comprehensive financial guidance. Her personalized approach builds lasting client relationships through detailed analysis and proactive planning.
Tonya Gile
Tax Preparer
Tonya has prepared taxes since 2003 and earned Enrolled Agent status in 2023. She serves 650+ clients annually, focusing on making tax preparation stress-free. Her expertise includes complex returns and ongoing tax planning guidance for individuals and small businesses.
Karina Mendoza
Tax Preparer
A bilingual tax expert with VITA program experience, Karina specializes in assisting startups and small businesses. She provides accurate tax preparation and financial education, combining technical expertise with clear communication to help clients understand complex tax matters.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, payroll services, tax planning, and resolution services for individuals and businesses.
How does your tax preparation process work?
We analyze your financial situation, identify deductions, and prepare accurate returns while ensuring compliance with current tax regulations.
Do you offer payroll services for small businesses?
Yes, we handle payroll processing including tax filings, direct deposits, and year-end reporting for small to medium businesses.
Can you help with tax planning throughout the year?
We provide ongoing tax planning strategies to minimize liabilities and optimize financial decisions for individuals and businesses.
