A Thoughtful Approach to Complex U.S.
Tax Matters

We Provide Expert U.S. Taxation and Accounting Services for Domestic and International Closely-Held Businesses, High Net-Worth Families, and Trusts & Estates.

Advice & Solutions

Advised on the tax structuring for a related group of U.K. companies entering the U.S. market through a combination LLCs and corporations. Beacon CPA staff serve as the group’s outsourced tax and accounting department for all U.S. tax and accounting matters.

Represent international management consultancy for their U.S. tax, accounting and regulatory needs, advising them and providing tax return preparation services from their entry into the U.S. through and beyond their sale to Boston Consulting Group.

For over 15 years provided outsourced controllership and tax functions to the U.S. subsidiaries of one of the world’s top five glass manufacturing and sales companies. Services include the maintenance of accounting system, monthly and annual financial management reporting, corporate income tax return preparation, tax advisory, special projects and audit representation.

Advised start-up private equity firm on proper selection of U.S. business entities, established accounting systems for reporting, managed tax function on outsourced basis, prepared and filed multi-state returns for interlocking entities and tiered partnerships.

Provided tax advisory and tax return preparation for hedge fund manager with 30 partnership and S-corporation interests, multi-state filings, carried interests, tax basis issues, multiple residences and U.S international tax reporting for foreign income and assets. Consulted on structuring of new investments, tax optimization, Charitable Lead Trusts, Private Foundations, and estimated tax planning.

Successfully represented U.S. family facing significant penalties for the failure to report $40 mm of foreign assets held in Swiss banks through various BVI, Panamanian and Hong Kong companies in collaboration with a leading international law firm. Beacon’s work in tracing the assets through multiple transfers over an eight-year period, creating financial statements for the offshore holding companies, and preparing amended tax returns for the family, was accepted by the IRS upon audit without change.

Represented billionaire private equity investor in complex state residency tax audit resulting in a reduction of over $6,000,000 of allocated income over a three year period through a novel database driven approach to income sourcing that the taxing agency accepted at the audit level.

Represented foreign ultra-high net-worth family doing business in the United States through a complex trust structure, including multiple partnerships, LLCs, foreign asset reporting and multi-state business and fiduciary filings.

Represented one of Israel’s leading family offices providing the tax and accounting needs for a series of complex trusts investing in U.S. real property and operating businesses. Consulted on structuring of investments, maintained all the U.S. financial records, produced business and fiduciary reporting, and prepared all tax compliance.

Provided outsourced corporate tax department services to a $100mm sales consolidated group of manufacturing, sales and service corporations with multi-state filings.

Consider the Advice You’re Getting

At Beacon CPA we use our expertise in tax and accounting to help successful individuals and businesses thrive. We will take the time to understand the details of your circumstances. We don’t provide off-the-shelf solutions. Our personalized service and insight address your specific situation. What may seem like an obvious solution at first, at times may not be right for you – it’s a matter of seeing the broader context.

At large firms it’s easy to be overlooked and not be given the attention you require. Our years of experience and thoughtful approach gives you the best planning opportunities to minimize taxes and preserve wealth while remaining 100% compliant – in a manner that is custom tailored to you.

In Our Clients’ Words

I am impressed with their technical tax expertise and professionalism. I am extremely pleased with the standard of excellence of Beacon CPA.

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.

The Beacon team is completely professional, knowledgeable, and experienced. They take the time to educate us on all the rules, advise us on how to best position ourselves, and are a pleasure to work with.

The Beacon team are reliable, honest professionals with a broad and deep knowledge of taxation that they bring to bear on our accounts. They have consistently offered us solid advice on our many issues, and have helped us efficiently structure complex activities. They pair creativity with diligence and hard work, and have allowed us to move forward in a practical and tax-efficient manner.

Besides having a great personality, Mark is a true professional who understood our needs as a start-up tech company. As our company grew, so did the support we got from him and his talented team. Beacon stood by us with great advice and service from the beginning through the successful sale of the company. They were there all the way.

I value working with Beacon because they tell me what I need to know, not just what I want to hear. They are patient, persistent, and make it easy for us to get the support we need.

From my investment partnerships, foreign assets, multiple dwelling moves, and charitable foundation, they are always there with cutting edge tax advice. Aside from the quality advice and planning I have received, almost as important was the personal touch they put on their service.

The Beacon CPA team has provided me with outstanding tax advisory and preparation support for the past 15+ years. They have been excellent at guiding my account through a variety of complex private investments, tax law changes and a recent tax jurisdiction relocation.

I rely on Beacon CPA and refer high-net-worth clients to them because they deliver sophisticated knowledge and support at a much lower cost than the big 4 CPA firms.

I have relied on Beacon to make sure that our tax and accounting matters are up to date and handled in the best manner possible. I would unhesitatingly recommend them to those needing assistance and advice about tax and financial planning matters.

The Beacon Team has helped us learn the right questions to ask to make smarter decisions managing our trusts. They are very thorough, reassuring, and good problem solvers.

My clients need help cleaning up issues of non-compliance or alleged non-compliance. Beacon is excellent at figuring out what was done wrong, where mistakes were made, and what to do to resolve the issues in a very practical and through way.

Talk to us

A Thoughtful Approach to Complex U.S. Tax Matters

We Provide Expert U.S. Taxation and Accounting Services for Domestic and International Closely-Held Businesses, High Net-Worth Families, and Trusts & Estates.

Closely-Held Businesses

High-Net-Worth Individuals

Trusts & Estates

Consider the Advice You’re Getting

A Thoughtful Approach to Complex U.S.
Tax Matters

High-Net-Worth
Individuals