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 Trained140

  • Rating

    4.6

    111 reviews

  • No. of Webinars43

Upcoming Live Webinars

$60 4 CPE | 4 CE Live

Basis Calculations for Partners & LLC Members

userJ. Patrick Garverick, CFP®

adviserPhoenix Beach, LLC.

BEST TAX SPEAKER
4.5 (10)
Apr 01, 2020 10:30 AM EDT
$30 2 CPE | 2 CE Live

MAXIMIZE YOUR SAVINGS POTENTIAL THROUGH HEALTH SAVINGS ACCOUNTS (HSAS)

userJ. Patrick Garverick, CFP®

adviserPhoenix Beach, LLC.

4.7 (46)
Apr 02, 2020 10:30 AM EDT
$120 8 CPE | 8 CE Live

S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis

userJ. Patrick Garverick, CFP®

adviserPhoenix Beach, LLC.

BEST TAX SPEAKER
5 (1)
Apr 03, 2020 09:00 AM EDT
$30 2 CPE | 2 CE Live

Schedule M-2 - How to Correctly Prepare the AAA and Determine the Tax Ramifications of S Corporation Distributions

userJ. Patrick Garverick, CFP®

adviserPhoenix Beach, LLC.

BEST TAX SPEAKER
4.7 (3)
Apr 06, 2020 09:30 AM EDT
$120 8 CPE | 8 CE Live

Partnership Preparation, Basis Calculations & Distributions – Form 1065 Schedule K & K-1 Analysis

userJ. Patrick Garverick, CFP®

adviserPhoenix Beach, LLC.

BEST TAX SPEAKER
5 (1)
Apr 07, 2020 09:00 AM EDT
$120 8 CPE | 8 CE Live

Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues.

userJ. Patrick Garverick, CFP®

adviserPhoenix Beach, LLC.

BEST TAX SPEAKER
4.5 (2)
Apr 08, 2020 09:00 AM EDT

PAST WEBINARS

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
4.5 (10)
Mar 17, 2020 01:00 PM EDT
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 EDT
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 EDT