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Solutions for Personal Clients

Testimonials

To Whom It May Concern:

As a tax lawyer, I confess that I am demanding and, accordingly, not the “run of the mill” client. I am impressed with Mark’s technical tax expertise and his professionalism. In my dealings with Mark, he always delivers informed answers to the tough technical questions I often pose. I am extremely pleased with the standard of excellence of Beacon.  My wife and I are happy to have Mark and his team prepare our tax returns.

Steven Joffe
Senior Managing Director Corporate Finance
F TI Consulting
New York

To Whom It May Concern:

Tedious and complicated, taxes are less than enjoyable.  Since 2006, Beacon CPA have done a great job in minimizing my burden and anxiety.  I have found their proactive approach to be to my benefit. 

Their personal attention, quick and direct responses, and analytical recommendations have definitely saved me time and money.  Personal service and trust are very important to me, and Mark Ratafia and his team have consistently met my attentive needs.  Moreover, every year I seem to have an unexpected complication surface and they rise to the challenge, providing excellent solutions. 

In every instance, Beacon CPA has quickly found a sensible answer, and they are excellent at laying out constructive and honest  solutions.  I remain a client and recommend Beacon CPA to anyone seeking help in addressing all personal tax issues.  

Alex Kim
Portfolio Manager
New York

To Whom It May Concern:

I am confident to place my trust in Beacon for all of my tax planning needs. Mark Ratafia and his team are extremely knowledgeable, very responsive and also quite personable and great to work with.  Tax season has always been a smooth experience, and its one less thing I need to be concerned about.

Jacqueline Klosek
Attorney / Author
Goodwin Procter LLP
New Jersey

To Whom It May Concern:

Mark and his team at Beacon have prepared our individual tax returns since 2007. We have found Mark’s attention to detail and knowledge of the ever changing tax laws more than reassuring.   I can’t say enough about the level of service and promptness of replies to our questions/requests.   Our relationship has grown over the years from basic tax preparation to helping us with some complex estate planning.  We plan on being clients of Beacon CPA for many years to come. 

Russell Goodwyn
Hedge Fund Trader
Weston, Connecticut

To Whom It May Concern:

I have had the pleasure of working with Mark Ratafia since 1998. I knew immediately when I met Mark I was dealing with a thorough, sharp and grounded individual.  Over the past ten years my financial life, fortunately, has gotten more complicated and Mark was there every step of the way.  From my investment partnerships, multiple dwelling moves, and even helping me start a charitable foundation, Mark was always there with cutting edge advice from a personal tax perspective.  Aside from the quality advice and planning I have received, almost importantly was the personal touch Mark puts on his service.  In a society characterized by buzzwords such as globalization and consolidation, Mark has been there with an uncommon one on one aspect to his relationship with me.  I have appreciated this as much if not more than the sound tax advice I have received from him. 

Russell Herman
Former CEO / Dawson Herman Capital Management
New Jersey

To Whom It May Concern:

I’ve been a client of Beacon for over 4 years and the help and guidance I have received through the start up and growth of several new businesses has been immeasurable.  As an entrepreneur, I’ve had a hand in developing businesses in a variety of industries, including financial services, marketing, retail and distribution.  My personal tax situation has at times been pretty complex as well.  Small businesses and their owners have particular needs that often require prompt and personal attention. Mark Ratafia and his firm Beacon CPA always comes through.

Michael Weissman
MW Consulting LLC
New York

To Whom It May Concern:

For many years Arts & Crafts Tours has employed Beacon CPA to handle our accounting, tax and financial needs. In addition to making sure that our records are kept in an appropriate and up-to-date fashion, they have recommended changes in our systems, and left us free to do what we do best.

As President of Arts & Crafts Tours I positively recommend him to any business looking for personalized, professional and engaged representation and guidance.

On a personal level, I have relied on Mark to make sure that my own tax and accounting matters are up to date and handled in the best manner possible.  I would unhesitatingly recommend him to those needing assistance and advice about tax and financial planning matters.

Elaine Ellis
Arts & Crafts Tours, Inc.
New York, New York


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