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J. Patrick Garverick

J. Patrick Garverick, CFP, CPA (US)

Accounting Manager, The Garvs, LLC
Goodyear,AZ
  • 4.4
  • 1482 reviews
  • 1.5k Professionals Trained
  • 30 Courses

About Speaker J. Patrick Garverick, CFP, CPA (US)

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 staunch supporter of the sports programs at his alma mater.

Awards & accolades

  • Multi-time winner of the California Education Foundation’s 1) Award for Instructor Excellence and 2) Award for Outstanding Course materials
  • Rated top tax instructor in nearly every location he has presented 
  • One of the few instructors to have received perfect scores (multiple times) from attendees for both presentation skills and knowledge. 

  • IRAs
  • Roth
  • SIMPLE
  • HSAs

4.4

(1482)
56%
32%
6%
4%
2%

KW

I have taken a couple of seminars wtih Patrick Garverick. He knows his materials very well and does a great introduction in the cousre materials. I will continue to take classes from him.

RT

J. Patrick did a great job in presenting the information regarding S Corps owned by Trusts and the intricacies of tax laws and how it applies to them. A lot of information that I wasn't familiar with and it broadened my understanding and allows me to apply what i learned to situations that apply.

VC

J. Patrick does a great job presenting in the fact that he gives viewers a classroom type feel as opposed to the just the mundane reading of a PowerPoint. He has impeccable time management skills in completing the course presentation without rushing. His examples help paint a picture and drive home an understanding of the topics. Thanks for the great webinar!

RL

I didnot have sufficient knowledge, this is an advanced course for me. instructor was very knowledgeable, however very fast paced.

MS

The content was thorough - and more than I was bargaining for! I am a bookkeeper looking to learn more about my S Corp clients. I didn't realize this would be such an indepth training. This training is perfect for tax preparers doing S Corp returns!

LM

I learned what I was looking for and more; I left with a complete understanding of basis and why it is important. Instructor did an amazing job!

DB

It is difficult to sit through an 8 hr course. The instructor made it interesting to keep my attention. I enjoyed the opportunity to rewind and review the points where I needed more attention. Really enjoyed the class overall. I liked his teaching style and delivery. One of the best I have attended. THANK YOU

VC

My overall experience was very well. Because the instructor was very good, I took his QBI class too. However, this is the second time I filled this out. Thinking that this may be the reason I have not received my CE certificate. I also sent a note via chat.

VF

I enjoyed the delivery of the webinar. It is possible only with a skilled presenter having years of practical knowledge. I recommend Patrick and myCPE because I can recall more than I thought I can.

LS

An absolutely amazing webinar. Delivered exactly what it said it would. Covered complicated topics in a way that they became easy to understand. Thanks myCPE and Patrick.

ER

Tons of valuable information, lots of hand-outs to refer to and a recording of the session to enjoy it over and over again. There was so much knowledge in this session that I need to go back and do it again to maximize the full benefit .Thanks.

HT

Great presentation! I enjoyed listening to the presenter and gained valuable knowledge about Amending Tax Returns and more... Time well spent. Thank you so much for sharing your expertise and knowledge

SP

The quality of this course and others that I have taken are good and they are reasonably priced for the material presented. The presenters are good and display a wealth of knowledge, I received a lot of information that I need for tax representation. A very good course. I highly recommend.

GB

This was the best webinar that I have ever attended. I like the way that the instructor presents the program. Patrick is the best instructor that I have ever had on an instructional webinar. Look forward to more of his webinars.

SH

Best My-cpe webinar I've attended. Presenter knows his stuff and presented an excellent, easy to understand overview. Also he pointed out pitfalls that lead to tax assessments. Great presentation! Patrick did a great job addressing 704 allocations. He is a keeper for these webinars.

TS

This is the best course I've ever seen about the business tax preparation topic on myCPE. It teaches you how to solve the REAL problems in both bookkeeping and tax preparation. Thanks Patrick very much for sharing your experience and skills.

JL

Great presentation by Mr.J.Patrick. He is the man of taxes. He teaches a variety of courses for different business entities. I had attended his previous courses on myCPE and they are all great. I will use his great experiences to increase my own accounting experiences. I will do small business clients that are S Corps, partnerships, C Corps, or LLCs. I will take more courses from him.

WL

The course is very good, but 8 hours of Education is a lot to digest, Is there a record available? it's paid course we should get the record so we can review the course!!

DK

Great course and the instructor was very knowledgeable and tech savvy.

EW

Really liked that there were so many examples.

JD

Great practical application with the case study

SJ

I truly enjoyed the training. I am going to take more courses by the instructor. He did a great job at covering everything and letting us know when we would need more indepth training.

SC

It was excellent. Patrick is an excellent teacher. I love his pace.

DJ

Presenter/Instructor is amazing!

KK

The platform is easy to use/navigate, the speaker is very knowledgable

AB

This is a really good course! I learned a lot!

AH

GOOD material and instructor, but not enough time to finish it . thank you to management they provided recording so we can review material again.

LR

Worth every cent

AA

Great!

JN

The presentation was very effective. Most presenters drone on for hours simply reading from PowerPoint slides. The presentation tools were excellent, particularly the use of case studies with back-and-forth reference to Code, Regs, etc. using a "chalkboard' style. The book in pdf form is a real bonus.

LM

guy knows his stuff. good class

AM

Very commutative, with facts and knowledge of teaching 1065 formation and tax treatments. Helpful accurate class.

MG

I would really appreciate receiving the written materials before the seminar begins, as I didn't have time to print them out so I could make notes directly in the book. The seminar was terrific, but there is so much information to absorb. I can understand having an 8 hour seminar when it is in person, but maybe break it into two 4-hour sections for webinars?

MP

I took this class as I do not have experience in partnership taxes as my skill sets are with individual expatriate tax compliance from one of big four accounting firm. It is an excellent class for the candidates who are inexperience in partnership taxation. Thanks for a great material and going through the example. The only item I would Like to add is why the material covered 2019 when we are currently into the 2020 or 2021 season. Should be updated with the current year.

JP

Great

JP

Great topic.

MB

I almost wish I could listen all over again because i'm sure there were things I missed. The presenter did a great job and you can definitely tell he's done this a few years.

DG

I would like time on the balance sheet, or a class dedicated to the balance sheet and then tie into the M1-2

JS

Very knowledgeable instructor

LS

Well organized and presented well.

RC

Was amazing and clear. Thank you!

KW

This was a very informative session. I plan on taking the workshop on the 1065 and the basis class with this instructor.

JC

great job

LS

Course was very detailed and the instructor did an excellent job presenting the material.

RP

All My-CPE webinars I have taken in he past year are great. However, figuring out how to give feedback or ask questions during the webinar remains a mystry to me.

CV

Great way to familiarize yourself with S-corporation rules.

JL

It was a fabulous webinar

JL

It was a fabulous webinar

AF

Very instructional and covered the most important areas.

AO

It was paced properly

HG

Very informative material and the lecturer explains complicated tax concepts well by using examples.

MD

excellent content, i would like to watch it again because there is so much information relevant to Tax Season. Also want to check on his other seminars

RS

Great program. More work on capital basis and balance sheet is needed...perhaps a separate webinar.

JC

I was unsure how it'd be to do an 8-hour class. It went by quickly and the presenter had a pleasant voice.

JC

I was unsure how it'd be to do an 8-hour class. It went by quickly and the presenter had a pleasant voice.

RG

I really like that the instructor had the book material behind him at all times so we can follow up.

LP

The class is very interesting. Even though, it was very long I was able get the most out of it.

TE

Pat did a phenomenal job in presenting this information. His work through examples were excellent.

SJ

I learned a lot during this presentation. I spent 18 years at the IRS conducting business tax audits prior to starting my own business. With what I would consider a very good background in tax law, I was fully captivated by Pat, the material he put together, and the overall class.

LD

I thought it was a great CPE class.

LD

I thought it was a great CPE class.

SJ

I thought the instructor was knowledgeable and excited about the subject matter. I will definitely look for courses he teaches.

DR

Lots of material. Good job and personal.

SP

I need to pick `up the reference materials used in the course. I was very pleased with the internet software used by the presenter. Also, the presenter maintained time control very well.

AK

There's only so much you can do to stay focused for 8 hours, but ignoring this the webinar was very engaging and informative.

AQ

This seminar was the best one as of today!!!

TE

Truly enjoyed this wecast. Exceeded my expectations.

TE

Truly enjoyed this wecast. Exceeded my expectations.

NC

Very informative with examples to work through material

CS

Great job!

MB

The course was very informative.

PN

good job on learning objectives

RY

I’m glad there was relevant information rather than textbook definitions

SM

The lecture and handouts were very good. The quiz and test took a while to complete. If you are looking for a slam-dunk 8 hour CPE, this is not the course for you.

MK

N/A

LG

I needed this webinar on basis for S Corps. I would take another class on it.

KL

Thank you, I learned a lot

RG

the instructor was great to listen to & gave great examples to help me understand.

SS

The information was good and the instructor knowledgable

SS

The information was good and the instructor knowledgable

KG

I wished I had taken a basic course first. Will follow up with other classes

KE

The webinar platform was very good - poll questions were easy to see and navigate. The class content was good.

AS

na

AS

NA

MS

Good!

WP

The myCPE platform was excellent. It was easy to access and navigate. The instructor was, as always, well versed in the material and kept me engaged. I look forward to more CPE with myCPE and with this instructor.

KK

great event

KS

Great webinar, the instructor is knowledgeable and competent.

BP

Excellent

JI

Presenter was great and very knowledgeable. Unfortunately not nearly enough time to cover everything. But still very helpful!

LW

This is by far the best Webinar I've attended all year. The information was detailed but presented in an accessible way. Presenter was very skilled and kept things moving throughout the entire 8 hours!

HH

Excellent seminar!

NC

Content was covered very thoroughly by the instructor

TM

Good.

DS

This course was very nice. The only thing that was difficult is we aren’t able to pause the video. There were times I had to answer the door or go bathroom and whatever I missed during that time was gone. The instructor does really good with repeating certain things.

DC

Excellent experience and I would recommend this course to S Corp tax preparers and individual income tax preparers who prepare individual taxes for S Corp individuals.

AV

This course was fantastic. I have been preparing S corp returns for a long time and wanted to brush up on a few things. I really learned some of the missing links. The only reason I have given "agree" instead of "strongly agree" in the course is because Pat did not go over the Balance Sheet part in the course material. He covered page 1, schedule k, schedule m-1, m-2. It would have taken only extra 10 minutes to go over the balance sheet.

BB

Organized and well presented and backed up by plenty of examples and documentation. Excellent!

AM

learnt a lot

JS

Patrick did a great job of presenting the material. The pace of webinar was good and content held my interest.

MM

Ok

MM

Ok

WH

Very well done, good materials

KV

It was an excellent presentation!

PH

8 hr webinars are tough but this is much better than most. Pat Gaverick is an effective instructor

PH

8 hr webinars are tough but this is much better than most. Pat Gaverick is an effective instructor

AW

Very good seminar

AW

Very good seminar

TG

Great Class

CD

I recommend

GV

Great

LH

I thought the instructor was excellent.

TK

Very good!

TK

Very good!

CS

Would definitely attend more sessions by Mr. Garverick.

LC

.

MP

.

DM

Very good

GO

I will happily recommend myCPE and this presenter to my colleagues.

MM

Excellent

SB

He is a great presenter and very knowledgeable about the subject covered. I would attend more of his classes.

JS

Patrick presented the material is a very relatable way and was engaging.

AC

VERY HELPFUL SEMINAR, DIDNT THAVE ANY COURSE BFORE ABOUT PARTNEERSHIP

ET

Liked the examples written out real time instead of a slide.

VC

myCPE class instructor was very knowledgeable. This the second class I've taken from him. The class cover the topic throughly.

LTV

I am not a fan of online course study, however Patrick made the experience enjoyable with his thorough and engaging teaching style; as well as the great presentation material provided. An excellent combination to making an otherwise complex topic, much easier to understand.

JD

Overall I found the information useful and well presented.

RP

The instructor did a great job at explaining each topic.

NF

There was a lot to cover and perhaps 8 hours in one day was a bit too much for it to sink in. Perhaps two 4 hour sessions in two days would help it sink in better.

HG

I loved the webinar. Pat made it really easy for us to understand and went over mostly new and important things.

HG

I loved the webinar. Pat made it really easy for us to understand and went over mostly new and important things.

LM

I enjoy each webinar that I have done with this (Patrick) instructor. I look for him when I need education.

RP

Great presenter, entertaining and knowledgeable

PO

Great details on a few things I needed refreshed on.

TL

NA

KV

The webinar was very good... but I wish the handouts were available a couple of days in advance of the class. I wasn't able to print them and I thought I would print them after the class, however there was not an option to do that. If you could pass this on to the instructor, maybe he could send an email with the handouts so I could print them.

OG

So far I have a great experience with my CPE

GS

Great

RW

excellent speaker and webinar

AL

Great tool

CS

*****

ST

Great Seminar.. Challenge for me - I prefer Live Seminars. Thank you for making it bearable.

YC

doing cont. edu for over 15 years, never have instructor so organized, really love him!! I will look for his classes going forward, keeps up the good work Pat!!

TB

This was a wonderful webinar!

VS

i have enjoyed all the CPE classes that I have attended. They are full of useful and usable information and they put the pieces together you didn't know you were missing.

JR

5 stars

TS

Will recommend

JB

The presenter was terrific. Material covered was very complete and really worth the price. This quiz was extremely difficult and just too much to ask of attendees.

TW

NA

CF

very good

LVH

This was a really good webinar. It was very organized, engaging, and comprehensive. Using the case study really helped tie everything together.

DH

the class was well explain and met my expectation.

MC

Excellent presentation and excellent coverage of the topic. Need more like this. Thank you!

NC

excelent

AB

Enjoyed the presentation.

WS

very good,easy to use

SR

5 Stars

JK

Thank you!

CED

Excellent

JR

Lots of great information, I understand the pass through entities held by trust much better now. Because of this webinar I will be able to help my clients that has this, It opened the door for more information on LLC's and S corp sponsers, try it if you should have any questions on what happens during a trust and who gets what.

EH

I was formally a Sr. Technical Advisor for the IRS, in part, for Passive Losses. The instructor's guidance was spot on and well balanced. He certainly knows his way around topic and all the tangent issues. Well done!

LCD

Patrick gave a very educative and informative webinar with lots of facts and simple illustrative examples & case studies, especially using himself. I learned a lot from this webinar.

SW

I'd like to give it 5 stars but for now i will give 4 stars. This is mainly because i expected a bit more from the presentation. Excellent well organized presentation. This course will give you great information on the considerations for business entity form and references to a good company that can set up organizations for clients.

SF

My experience with mycpe offerings is very good. The instructor was very informative.

JR

This class instructor was very knowledgeable in the subject and pointed out very important key items to look for when preparing an S Corp return. I learned a great deal more about preparing S Corps.

RO

From the beginning the instructor indicated a pdf file could have been downloaded, but I did not see anything on the course indicating that could have been done. i had a difficult time following him without the handout or that file. He spoke well and had good examples in his discussion.

LH

NA

LM

The instructor was very knowledgeable and I like the examples he gave. He was very good at presenting himself.

RG

My progress was not accurately tracked, maybe because I took so long to complete but loved the instructor!

DM

I have referred colleagues to Patrick's courses and we all agree that he is an excellent presenter on very complex topics.

GA

This seminar must have been taped prior to the legislation that was passed in March, 2021, so I am not sure the most up-to-date information was presented. Also, I lost audio on several occasions, so this was frustrating.

AJ

This webinar was very informative and gave me some of the information I needed to know in order to file an 1120S and I really look forward to more seminars by Mr. Garverick because he's very informative about the different situations affecting S Corporations.

GE

Good course, Pat could do better on his time management. When the seminar noted that we would be done by 5:00, we should be done by 5:00, not 5:10-:15. after sitting on our butts for 7 1/2 hours we done need one last thing that is has some detail to it plus some ending house keeping information, I was beat and was 15 minutes late for a client meeting because we were suppose to end at 5:00.

GE

well run webinar, but I would liked to have attended in person, not a big fan of webinars, zoom etc, but because of time we are living in it was a great choice.

DG

The QBI is still confusing, but overall a good recap. I thought it would focus more on 2021 season approaching

TV

The webinar contains a really good topic, and the material includes all important tax information, for unexperienced persons need additional time to read all that important information.

JJ

Materials provided by instructor are excellent; very knowledgeable and engaging; although I am already familiar with the seminar subjects, detail and explanations provided enhanced my level of understanding; quite applicable to my business.

MJ

The materials are a bit too much. I was it was pruned down. We all have google so he doesn’t have to give us everything on the subject.

JM

With the "LATEST" included at the end of the title, I was expecting the webinar to have more current information on material. I was not expecting the tax forms used in the demonstration to have been from Oct of 2020. I was hoping to get more detailed information on how to handle client's returns that received the PPP Loans and payroll tax credits.

MB

instructor was easy to listen to for 8 hours lol

SS

The video restarted after having already watched 33%. I simply paused the video, never fast forwarded, answered all of the study questions, and then logged out. I have screen shots to prove my location in the program.

DG

The information was very good!! I didn't realize that it was an 8 hour webinar.

SS

The information contained within the webinar was great.

AT

Very good information. However some of the information presented was not up to date. PPP loan foreignness changes occurred in Dec 2020. the webinar was presented at the end of February 2021.

KM

Being new to preparing S Corporation Tax returns it gave me a lot of answers to some of my questions, although I have still got a lot to learn.

TV

A lot of meaty material. The instructor made thorough use of the time.

MY

I feel this webinar class would be better to be broken down into two half days. There is a lot of information to take in and that long period in front of computer with short breaks gets overwhelming.

MY

I feel this webinar class would be better to be broken down into two half days. There is a lot of information to take in and that long period in front of computer with short breaks gets overwhelming.

HG

Informative and deep dive of the subject topic.

HG

Very informative course.

HG

Very informative course.

PT

It is a very informative class. However, there are many materials in one session and not enough time for examples.

NW

Most of the material was more advanced and beyond my scope of expertise. It gave me a general overview of the tax changes for 2020. I want to receive the pdf files the instructor referred to during the training. Overall I was pleased with the results.

JW

Professional and Informative

EM

Patrick was an exceptional speaker. He really knows his stuff. The presentation was very well presented. I'm sorry to say the subjects GBI & PPP do not fit with 95% of my practice. I must say, I'm very impressed with the speaker and the presentation. See more note below.

DW

I have one major concern. The instructor wish us a Happy Thanksgiving which I appreciate however, I was under the impression the seminar was live and would have the most current information available. Considering changes were made to the tax system as recent as December 27, 2020, it is disappointing to me those changes were not addressed. I feel if the presentation was recorded nearly two months ago, the presenters should have made the attendees aware.

TD

I enjoyed the program. My only complaint was that my computer kept freezing, and I had to continually exit out of zoom and call back in. I suspect this is a problem on my end but I am not sure.

SS

Great information. The seminar was a bit outdated though. Would be nice if this could be updated with any changes that may be pertinent.

KA

Convenient and easy to attend online. Instructor was very knowledgeable and easy to understand.

RB

very well done

KS

Instructor's expertise in the subject matter was evident and his examples relevant. I found it sometimes hard to follow along as the subjects skipped around quite a bit.

PM

This turned out to be an archived webinar. I did not know that until the very end. Was glad I didn’t have any questions.

EW

Will try another

EW

Will try another

AA

VERY GOOD

KG

1

KG

1

RK

Perfect

RK

Excellent

JK

This program was good to have.

ST

Very knowledgeable instructor made the course interesting.

FO

Good webinar - presenter did a great job!

DB