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About

Anne Mitchell, MS, CPA is a tax and accounting firm based in Santa Cruz, CA, serving both individuals and businesses. The firm describes its approach as relationship-based and personalized, with client relationships treated as partnerships.

The practice offers tax planning and preparation for individuals, corporations, LLCs/LLPs, trusts, and estates, including complex issues involving rentals, businesses, and K-1s. It also provides help with tax notices, IRS and FTB matters, and planning topics such as entity choice, retirement and IRAs, inheritance, foreclosures, short sales, cancellation of debt, and like-kind exchanges.

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Services

Accounting services

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Business tax preparation

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Individual tax preparation

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IRS notice and audit help

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Tax planning

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Tax services

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Languages

English

Service areas

Santa Cruz, CA

Credentials

CPAMS

Client types

IndividualsBusinesses