High-Net-Worth
Individuals
U.S. Tax Planning
Tax Return Preparation & Compliance
Financial Planning
Minimize Taxes to Protect Wealth
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. With a deep knowledge of the complex and changing tax code, our experienced professionals produce solutions specific to your business situation.
We’ve specialized in helping domestic & international small to medium-sized businesses to streamline their accounting needs, save money on taxes and resolve complex tax issues. You’ve put too much hard work into your business to have to deal with the headaches of tax planning. Our team steps in so you don’t have to.
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.
Develop a Tax Plan That Builds Confidence
You want to achieve your financial goals and prepare for significant life events, like family education and retirement. Taxes slow you down. You know there’s a way to be as tax-efficient as possible with your personal finances.
But as a high-performing professional or business owner, there simply isn’t enough time to stay up-to-date on the complex and changing tax law. At Beacon, we take the guesswork out of everything and help you take advantage of new and existing tax methods to accumulate wealth. You’ll save money and have a clear path to fulfilling all your financial and life goals.
Creative, reliable solutions.
Tax planning to help you reach your financial goals.
Solutions for Individual Taxpayers
All Tax Filings
We prepare individual tax returns in all 50 States and ensure you file in all necessary jurisdictions .
U.S. International Tax Reporting
Our team is skilled in identifying which U.S. International tax forms you need to file and their preparation.
Personal CFO
We assemble and coordinate your team of attorneys, investment managers, and insurance professionals to develop & execute a comprehensive financial model and estate plan.
Estate Planning
For U.S. citizens and non-residents with U.S. property, proper estate planning can save you up to 50% of your taxable wealth.
Tax Controversy Resolution
For domestic and U.S. international tax problems, we will analyze the issues, give you your options, and represent you before the IRS.
Investment Partnerships
Proper structuring and reporting of investment partnerships can yield significant tax savings and avoid unintended consequences. We’ll show you how to do it right.
Tax Planning
From optimizing tax payments to structuring investments, good planning helps you reach your goals and saves money at the federal, state and local levels.
Financial Planning
We will work with you and your advisors to identify your financial goals and the most proven methods of achieving them.
Business Plans
If you are starting a business, we will help you select the right entity and help you to identify and model all the important aspects of your venture.