Accounting and tax for Santa Cruz medical and professional practices

Sound familiar?

• More owners, more entities, more returns.

  As a practice adds partners or separate entities, the filings multiply. The practice’s returns are coordinated with each owner’s return.

• You need a clearer view of how the practice is performing.

  Monthly statements show what comes in, what it costs to run the practice, and what remains — explained in plain terms.

• A major decision is on the horizon.

  A new provider, new equipment, a second location. Talk it through with Brent before you commit, with the tax consequences in view.

Your situation isn’t on this list? Tell us about it — every engagement starts with a conversation.

How we help.

• Monthly accounting

  Current books and financial statements.

• Business and owner returns

  Prepared together.

Services and starting prices.

• 01

  Accounting + Tax + Planning

  From $900/mo

  Monthly accounting and reporting, business and owner tax returns, proactive tax planning and year-round CPA access.

  Founding Client Rate: $825/month for your first 12 months when you engage by March 31, 2027. Terms

• 02

  Monthly Accounting

  From $400/mo

  Transaction categorization, account reconciliations, financial statements and regular accounting support.

• 03

  Tax Preparation

  From $300

  Individual returns (federal and one state) from $300; business returns from $750.

Starting prices. Your scope and price are agreed in writing before work begins.

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Santa Cruz at a glance

• 45

  physician offices with paid employees in the ZIP codes 95060, 95062 and 95064 that serve Santa Cruz

  Source: U.S. Census Bureau, ZIP Code Business Patterns 2023

• 32%

  share of physician offices with 10+ employees (estimate)

  Source: estimate derived by Tucker from Census ZIP Code Business Patterns 2023; not a published figure

Tax offices for Santa Cruz medical practices

• City of Santa Cruz Finance Department, Revenue Division

  City business tax and licenses.

  1200 Pacific Avenue, Suite 290, Santa Cruz, CA 95060

  Phone 831-420-5070

  Official website

• Santa Cruz County Auditor-Controller-Treasurer-Tax Collector (Treasury-Tax Collector)

  County property tax collection.

  701 Ocean Street, Rm. 150, Santa Cruz, CA 95060

  Phone (831) 454-2510

  Official website

• California Franchise Tax Board (income tax)

  State tax and revenue agency.

  Phone 800-852-5711

  Official website

• IRS Taxpayer Assistance Center - San Jose

  Federal tax help in person.

  55 S. Market St., Suite 100, San Jose, CA 95113

  Phone (669) 229-1506

  Official website

Tucker CPA estimates from Census ZIP Code Business Patterns 2023 that 32% of those physician offices have 10 or more employees. City of Santa Cruz Finance Department, Revenue Division is the city's office for local taxes.

Santa Cruz County Auditor-Controller-Treasurer-Tax Collector (Treasury-Tax Collector) collects property tax in Santa Cruz County, California. California Franchise Tax Board (income tax) sits at the state level, and IRS Taxpayer Assistance Center - San Jose at the federal level.

Brent Tucker, CPA, produces monthly financial statements for medical and professional practices in Santa Cruz and coordinates each practice's returns with its owners' returns.

Source: each office's official website, checked October 16, 2026.