Mitchell Anne MS CPA
Add to Favorites
Financial Services, Accountants-Certified Public, Accounting Services
575 Soquel Ave, Santa Cruz, CA 95062
831-429-5710
CLOSED NOW:
Tomorrow: 9:00 am - 5:00 pm
PHOTOS AND VIDEOS
REVIEWS Write a Review
We believe in the value of creating relationships with our clients.
- General Info
- We are subject matter experts. We keep abreast of trends and changes in accounting, tax law, and financial management through professional education & monitoring current events & official announcements. Our internal systems ensure that we deliver quality work products. We believe in the value of relationships. Every client relationship is a partnership, and our success is a result of your success. All associates take pride in giving you the personal assistance that comes from years of advanced training, technical experience, customer service, and financial acumen. Our firm offers a wide range of services to individuals and businesses. Because our firm is relatively small, you benefit by getting personalized, quality service.
- Business History
- The strength of our professional services firm lies in the caliber of personnel who offer expert advice and service to clients. We are subject matter experts. We keep abreast of trends and changes in accounting, tax law, and financial management through professional education & monitoring current events & official announcements. Our internal systems ensure that we deliver quality work products. CPA's perform tax and consultation. We teach each client with dignity and respect. We listen attentively to goals, issues, and concerns. We tailor engagements to address near term requirements and work collaboratively toward long term goals. We pride ourselves in delivering services on schedule and within budget. Our relationships with clients extend beyond financial recordkeeping and reporting. We genuinely care about well-being and work diligently towards their success. Our hard work and responsiveness contribute to a stellar reputation in the communities we serve.
- Hours
- Regular Hours
Mon - Fri: - Social Links
- Categories
- Financial Services, Accountants-Certified Public, Accounting Services, Divorce Assistance, Estate Planning, Probate, & Living Trusts, Tax Return Preparation, Taxes-Consultants & Representatives
- Services/Products
- Tax Planning & Preparation: Individuals; Corporations; LLC's/LLP's; Trusts; Estates. Complex Issues with Rentals, Business, and K-1's. Assistance with Tax Notices, the IRS, and the FTB. Tax Effects; Foreclosures; Short Sales; Cancellation of Debt (1031) COD 1099; Like Kind Exchanges; Planning for Bankruptcy; Retirement/IRA's; Inheritance; Entity Choice/Comparison
- Brands
- Estate
- Neighborhood
- Eastside
- Accreditation
Master of Science Economics
Certified Public Accountant
- Other Link
- Other Information
Certifications: Certified Public Accountants, Certified General Accountants
Specialties: Stocks, Real Estate
Data provided by one or more of the following: Thryv, Data Axle, Yext.