Profile
Becky Sawatzky
ListedAccounting and Tax Services for Individuals, Estates, and Trusts
About
About
Becky Sawatzky is the owner of The Financial Caretaker, LLC, an accounting and tax services firm based in Boulder, CO.
The Financial Caretaker works with young families, busy professionals, empty nesters, retirees, LGBTQ couples, and people who are single, married, partnered, or widowed.
Becky Sawatzky is the owner of The Financial Caretaker, LLC, an accounting and tax services firm based in Boulder, CO. The firm serves individuals, estates, and trusts, with stated experience in income, estate, and gift tax returns, estate-plan implementation, and probate-related accounting support.
The Financial Caretaker works with young families, busy professionals, empty nesters, retirees, LGBTQ couples, and people who are single, married, partnered, or widowed. Its services are described around reducing administrative burdens, supporting tax compliance, and helping clients understand resources and options related to their financial and estate situations.
Source facts also note remote and in-person service formats, a CPA credential, and almost 30 years of accounting and tax experience. The firm emphasizes accurate and efficient accounting and tax work in a digital environment.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| Accounting services | Remote | ||
| Payroll tax compliance | In-person | ||
| Payroll tax compliance | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
Boulder, CO
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