Pat Garverick is a Certified Public Accountant who currently lives in the Phoenix, Arizona area. He began his career in public accounting in 1988 after obtaining his Bachelor of Science in Business Administration (BSBA) in Accounting from The Ohio State University. After receiving his Master of Taxation (MT) degree from Arizona State University in 1992, Mr. Garverick began operating his own tax and financial planning business. He also started writing, reviewing, and teaching tax and financial planning continuing professional education courses around the country.

In addition to being a CPA, Pat is also a Certified Financial Planner (CFP®). This role serves to enhance the knowledge he brings as he writes and presents continuing education material. Mr. Garverick is a member of the Arizona Society of Certified Public Accountants, and the American Institute of Certified Public Accountants. Pat has presented continuing education sessions throughout the country and has won awards for both his skills as an instructor as well as for the content he has created. His knowledge, expertise, and high energy have made him one of the profession’s most highly rated speakers. He is in a very small group of instructors that are both extremely knowledgeable and interesting.

During his time in college Pat earned a letter as a member of the Ohio State Basketball squad. He remains a stanch supporter of the sports programs at his alma mater.

  • Area of Expertise
  • Tax
  • Tax Preparation
  • Income Tax
  • No. of Professionals Trained135

  • Rating

    4.6

    106 reviews

  • No. of Webinars33

Upcoming Live Webinars

$30 2 CPE | 2 CE Live

MAXIMIZE YOUR SAVINGS POTENTIAL THROUGH HEALTH SAVINGS ACCOUNTS (HSAS)

userJ. Patrick Garverick, CFP®

adviserPhoenix Beach, LLC.

4.7 (45)
Mar 04, 2020 10:30 AM EST

PAST WEBINARS

BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S)
$120 8 CPE | 8 CE Live

BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S)

userJ. Patrick Garverick, CFP®

adviserPhoenix Beach, LLC.

BEST TAX SPEAKER
4.3 (4)
Feb 14, 2020 09:00 AM EST
Basis Calculations for Partners & LLC Members
$60 4 CPE | 4 CE Live

Basis Calculations for Partners & LLC Members

userJ. Patrick Garverick, CFP®

adviserPhoenix Beach, LLC.

BEST TAX SPEAKER
4.4 (9)
Feb 11, 2020 01:00 PM EST
Basis Calculations for Partners & LLC Members
$60 4 CPE | 4 CE Live

Basis Calculations for Partners & LLC Members

userJ. Patrick Garverick, CFP®

adviserPhoenix Beach, LLC.

BEST TAX SPEAKER
4.3 (6)
Dec 13, 2019 11:00 AM EST
ROTH IRAS ALL YOU NEED TO KNOW ABOUT, CONTRIBUTIONS, DISTRIBUTIONS & TAXATION
$30 2 CPE | 2 CE Live

ROTH IRAS ALL YOU NEED TO KNOW ABOUT, CONTRIBUTIONS, DISTRIBUTIONS & TAXATION

userJ. Patrick Garverick, CFP®

adviserPhoenix Beach, LLC.

BEST TAX SPEAKER
4.3 (3)
Dec 12, 2019 02:30 PM EST
Hands-On Tax Return Workshop – S Corporations (Form 1120S)
$120 8 CPE | 8 CE Live

Hands-On Tax Return Workshop – S Corporations (Form 1120S)

userJ. Patrick Garverick, CFP®

adviserPhoenix Beach, LLC.

BEST TAX SPEAKER
4 (3)
Nov 25, 2019 09:00 AM EST