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.

“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.” 

Hedge Fund Portfolio Manager

“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.”

Managing director 
Credit Suisse | 

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.

It’s simple to get started.
Schedule a call today.