Business Details
32 Years
experience
Trusted Tax & Accounting Services in Orange, CA
Since 1994, Beck, Cpa CPA has specialized in delivering tailored financial, tax, and accounting services to closely held businesses and high-net-worth individuals. Our approach combines the expertise of large accounting firms with the personalized attention of a boutique practice, ensuring clients receive strategic guidance beyond standard compliance. With decades of experience across diverse industries, we focus on proactive tax planning, business entity selection, financial statement analysis, and succession planning.Our team of CPAs and Enrolled Agents prioritizes timely communication, in-person financial reviews, and customized solutions to maximize profitability and minimize tax liabilities. We serve as trusted advisors, emphasizing long-term partnerships and practical financial strategies aligned with clients' unique goals.
Services
Tax Planning
Financial Statements
Business Consulting
Estate Planning
QuickBooks Training
Details
- Year established: 1994
Highlights and features
- Same-day phone call responses for urgent client needs
- Timely financial statement processing with in-person review sessions
- On-time completion of tax returns and compliance forms
- Flexible service packages tailored to individual business requirements
- Proactive tax planning to minimize liabilities and maximize savings
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Knowledgeable
Integrity
Professional
Timely service
Proactive planning
Services
Tax Planning
Our proactive tax planning services help businesses and high-net-worth individuals minimize liabilities through strategic entity selection, gifting strategies, and compliance with evolving tax codes. We focus on long-term financial benefits rather than annual compliance, leveraging decades of experience with S-Corporations, partnerships, and complex asset transfers. Our approach ensures clients maximize savings while maintaining full regulatory compliance.
Financial Statements
We provide comprehensive financial statement services including reviews, compilations, and agreed-upon procedures. Our team delivers timely analysis of monthly, quarterly, and annual statements to help business owners understand cash flow, profitability, and operational efficiency. In-person review sessions ensure clients gain actionable insights to improve financial decision-making and business performance.
Business Consulting
As strategic business advisors, we offer consulting services covering succession planning, QuickBooks implementation, lease vs. purchase analysis, and part-time CFO support. Our expertise spans industries including manufacturing, real estate, and professional services, helping clients with $1M-$10M in revenue optimize operations, structure growth strategies, and navigate complex financial decisions.
Estate Planning
Specialized estate planning services address asset protection, wealth retention, and tax-efficient transfer strategies for high-net-worth individuals. We coordinate with legal and financial advisors to create comprehensive plans for trusts, family businesses, and multi-generational wealth management. Our focus includes minimizing estate taxes, establishing 529 plans, and implementing strategies for asset purchases and like-kind exchanges.
QuickBooks Training
We offer customized QuickBooks setup and training to improve financial management efficiency. Our hands-on approach ensures business owners and accounting teams can effectively utilize software features for day-to-day operations, reporting, and tax preparation. This service integrates with broader financial consulting to enhance overall accounting system effectiveness.
People
Gregory W. Beck, Cpa
Senior Principal
Certified Public Accountant with 40+ years of experience serving closely held businesses and high-net-worth individuals. Specializes in tax planning, forensic accounting, and business consulting across 15+ industries. Former UCLA lecturer and author of tax strategy white papers.
Sherri S. Davis
Principal/Senior Manager
Enrolled Agent with 25+ years of tax expertise, specializing in real estate partnerships, estate planning, and high-net-worth individual taxation. Joined Beck, Cpa CPA in 2017 after successful career at Holder and Zimmerman, Inc.
Romualdo Martinez
Senior Tax Accountant
Masters in Taxation with 20 years of experience in corporate taxation and real estate accounting. Holds Enrolled Agent status and specializes in serving real estate industry clients while preparing for CPA certification.
Zsofia E. Provencio
Administrative Specialist
Administrative specialist with 15 years of banking operations experience. Manages daily office procedures and client communications since joining Beck, Cpa CPA in 2022. Certified Notary Public with law office administration degree.
Brenda L. Beck, Cpa
Administrative Assistant
Communications professional handling electronic filings, accounts management, and client document processing. Graduated from California State University Fullerton and joined Beck, Cpa CPA in 2022.
Questions
What services does Beck CPA specialize in?
We specialize in tax planning, financial statements, business consulting, estate planning, and QuickBooks training for closely held businesses and high-net-worth individuals.
How do I schedule a consultation?
Call (714) 538-1040 to schedule your in-person consultation with our Orange, CA accounting team.
Do you work with small businesses?
Yes, we specialize in businesses generating $1M-$10M annual revenue across manufacturing, real estate, professional services, and other industries.
What makes Beck CPA different?
We combine large-firm expertise with personalized attention, offering proactive tax strategies and financial planning beyond standard compliance services.
How do you handle complex tax situations?
Our team has decades of experience with S-Corporations, partnerships, estate taxes, and international tax compliance across 15+ industries.
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