Accounting and tax for real estate in Santa Cruz, delivered remotely

Sound familiar?

• You want a clearer picture of each property.

  Books kept property by property show what each one earns and costs — and carry straight through to your return.

• Properties held in partnerships or LLCs.

  Coordinate the returns and reporting required for your properties and entities with your individual tax return.

• A purchase, sale or refinance is coming.

  The tax effect of a transaction is best understood before it closes, not after. Talk it through with Brent while the choices are still open.

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

How we help.

• Monthly accounting

  Property-level books, reconciled and reported.

• Individual returns with rental properties

  Federal and state, rental activity included.

Services and starting prices.

• 01

  Tax Preparation

  From $300

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

• 02

  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

• 03

  Monthly Accounting

  From $400/mo

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

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

Already have an accountant? See how switching works.

Santa Cruz at a glance

• 139

  real estate firms 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

• 12%

  share of returns with rental or royalty income (proxy)

  Source: derived by Tucker from IRS Statistics of Income ZIP code data, tax year 2022 (returns filed from the place’s ZIP codes, a proxy for the place)

• 7.9

  property managers per 10,000 tax returns filed in its ZIP codes

  Source: derived by Tucker from Census ZIP Code Business Patterns 2023 and IRS Statistics of Income ZIP code data, tax year 2022

Tax offices for Santa Cruz real estate businesses

• 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

Santa Cruz County, California, is the county for Santa Cruz, and the Santa Cruz County Auditor-Controller-Treasurer-Tax Collector (Treasury-Tax Collector) collects property tax. The City of Santa Cruz Finance Department, Revenue Division is the city's local tax office.

The California Franchise Tax Board (income tax) is the state listing, and the IRS Taxpayer Assistance Center - San Jose is the federal one.

Tucker derived a proxy from IRS Statistics of Income ZIP code data, tax year 2022: 12% of the returns filed from these ZIP codes show rental or royalty income.

Brent Tucker, CPA, keeps books reconciled and reported for real estate in Santa Cruz and prepares the owner's returns.

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