For your closely-held business, family trust, or individual taxes, the complexity of the U.S. tax code puts you at risk of paying higher taxes and missing opportunities to grow your capital or wealth. We help our domestic and international clients pay the lowest taxes in the U.S., while assuring compliance with all required tax filings. Their personal attention, quick and direct responses and analytical recommendations have definitely saved me time and money. The Beacon team are excellent at laying out constructive, sensible solutions.
Services
Our founder, a tax director at a major accounting firm, chose to open a boutique CPA practice in 2003 that would offer deep expertise with personalized attention to client needs. We are a team of CPAs, MBAs & Attorneys with experience at Big 4 & large regional firms. We serve the needs of closely-held businesses, trusts & estates, and high net-worth individuals.
Every business owner has goals. We will come to understand yours and help you meet them. Our tax experts will thoroughly review your business to ensure that you are operating at 100% efficiency, so that you pay the absolute minimum in taxes. You will be confident that you are in the right business entity, that all required tax returns are filed, and that you have a plan, if the situation arises, to address and mitigate the risk of past non-compliance.Additionally, we review and optimize your accounting systems, lending support to your existing controller or CFO or performing those roles for you.
Research tells us that as much as 90% of wealth is lost by the 3rd generation. Beacon CPA stands with you so you can preserve your family's wealth, and defy this alarming outcome. We'll help you clarify your family's goals, then help you structure your family trust to align to your family's interests and long-term goals to protect the wealth you've worked so hard to build.
Our tax experts will review your personal finances and file your taxes to make sure you pay the absolute minimum. We can also help you set and achieve financial goals. Most importantly, you'll have an expert in your corner to help with whatever comes up - from audit representation to evolving business plans.
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