We believe a tax return is the end result of understanding and proper planning. In addition to tax preparation and accounting services, we offer clients our in-depth and personalized individual and business proactive advisory services. We invest time up front to educate our clients so that we may work together to provide more ongoing support during the year than the typical CPA firm. Moving away from the after-the-fact & reactive industry standard tax preparer relationship puts us in a position to be proactive in your personal tax planning and to mitigate year-end surprises.  

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At Santa Cruz Pacific Accounting & Tax, PC, we like to work with clients who share our dedication to excellence.

 

Our ideal clients are distinguished by their: ​​

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• Prompt and attentive engagement, ensuring swift and effective communication. 

• Proactive communication, keeping us in the loop with evolving needs. 

• Organizational skills, aiding in the management of crucial tax and financial matters. 

• Timely bill payments, reflecting their appreciation for our services and value. 

• Respectful treatment of our staff, fostering a positive and professional rapport. 

• Tech-savviness, embracing modern technology and cloud-based solutions to streamline operations. 

• Courage to face difficult truths, willing to confront challenges head-on to find effective solutions 

• Openness to change, examining beliefs, behaviors, and strategies to adapt to ever-changing   tax laws. 

• Commitment to the process, actively participate in our processes to maintain efficient workflow. 

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We believe these traits are the cornerstone of a smooth and prosperous partnership, reflecting our mutual values of trust, responsibility, and mutual respect which contribute to the success and growth of our CPA Firm.