Building
Confidence
In Turbulent TImes
Solving Tax challenges with
Precision
and accuracy
taking on
complexity with
focus
and determination
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CLOSELY-HELD BUSINESSES

ESTATES & FAMILY TRUSTS

High Net Worth Individuals

DOMESTIC & INTERNATIONAL CLIENTS

Confidence

Are you CONFIDENT you’re paying the minimum taxes required?

Clarity

Do you have CLARITY into all aspects of your taxes and accounting systems?

Capital

Are your tax planning & accounting decisions preserving CAPITAL? 

CONFIDENCE

Instilled by Focused Tax Advice
& Experienced Accounting Solutions

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.

Pay the minimum taxes with 100% compliance.


International perspective, local wisdom.

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.”

Senior Managing Director
FTI CONSULTING, INC. | NEW YORK, NEW YORK



“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.” 

Portfolio manager 
alliancebernstein | 
New York, New York

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

 vice president
Analog WAY, INC. | NEW YORK, 
NEW YORK

CLARITY

Helps You Navigate the Business Challenges Ahead



The complexity you face as a business owner, family trust manager, or high-net-worth individual requires full visibility of the risks, obstacles and opportunities before you. Our hands-on experience provides you custom solutions, so you have the clarity you need to make decisions aligned with your goals. 

Hands-on Accountant,

Trusted Advisor.

Start with the Consultation

GET Clarity

Call to schedule a BEACON CLARITY CONSULTATION to understand your tax & accounting challenges.

GAIN CONFIDENCE 

We implement your customized action steps from your BEACON CONFIDENCE PLAN™.

Grow the Business

You preserve your capital with the confidence you are making smart taxation and accounting decisions.

We'll listen to your goals and find out what's working and what's broken in your taxation and accounting.

We review & do a deep dive to really understand your strengths, weaknesses and opportunities.

Together we plan a course of action, assuring your plan aligns with your goals.

We build your solution according to the details of your custom plan.

We monitor for unanticipated, but inevitable, bumps in the road.

We will make continuous improvements to keep the plan aligned with your goals.

Strategic Decisions with Confidence

Our clients require a deep understanding of their specific tax position to bring them true value and assurance. 

While every day you face a fast-changing world, you can count on Beacon CPA to help you achieve stability and predictability in your tax and accounting systems, and mitigate tax risks in times of uncertainty.

Founded in 2003, Beacon CPA is a group of highly experienced accounting and tax professionals who serve high-net-worth individuals, family trusts, and owners and managers of closely-held businesses, both domestic and international.

The result is a comprehensive approach to your U.S. accounting and taxes.

Certifications & Associations

A Sampling of Our Clients

From Various Industries and Regions of the World

It’s Simple to Get Started.
Schedule a Call Today.