Tax & Business Planning
Return Preparation in 50 States
Incorporations & Formations
Confidence to Meet Your Goals
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. Waste and inefficiency are replaced with solutions that deliver efficiency and cost-savings.
You gain the confidence your tax and accounting systems are fully aligned to your business goals.
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.
Your Tax Planning & Accounting Needs
Require Nuanced Solutions
If you own or manage a small business, you know there are many questions without straight-forward answers — from choosing the right entity, to minimizing taxes. What you don’t need is the time-consuming and stressful task of running after these answers.
Beacon provides clear answers and helps you make strategic decisions. Whether your business is established or a start-up, you’ll have all the accounting and tax advising you need to take your business to the next level.
Personalized service, with access to our team of professionals.
Get back to what you do best — growing your business.
What is your biggest challenge?
“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.”
CHIEF EXECUTIVE OFFICER
Concord Management, LLC | White pLains, New York
“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.”
CEO & Co-Founder
Solutions for Closely-Held Businesses
All Tax Filings
We prepare business income and franchise tax returns in all 50 States and ensure you file in all necessary jurisdictions.
The financial statements we prepare provide clear, concise reports for management to review historical results.
Outsourced Bookkeeping & Controllership
An effective alternative to hiring an in-house accountant, we take care of everything so you can focus on your business.
Choice of Business Entity
Create a business arrangement that suits your needs. We advise and set up corporations, partnerships and LLCs in all 50 States within 48 hours.
Structure your enterprise for maximum tax efficiency. We stay up-to-date on the fine print and help you avoid, minimize and defer taxes.
Accounting System Set Up
Understand how profitable you are and how to increase profits in the future and provide clear, concise reports for banks and investors.
Business Plans & Projections
A good business plan will give you a grounded, realistic picture of your potential future. We will guide you on how to write one.
IRS Problem Resolution
Our professional staff can represent you upon examination by the IRS so that you need not have direct contact with the IRS.
Leverage our experience through any stage of your closely-held business, including start-up, funding rounds, growth, acquisitions or sale.