Beacon CPA

Beacon CPA is a tax and accounting practice set up in 2003 by a group of experienced professionals. It focuses on US tax planning and compliance for clients inside and outside the United States, aiming to meet every filing requirement while keeping tax bills as low as the rules allow. Its process runs from listening to a client's goals and reviewing current tax and accounting in detail, to a joint plan, implementation and ongoing monitoring.

What Beacon CPA does

• Tax advice and planning: guidance on the US tax position of businesses, trusts and individuals.
• Tax compliance: preparing and filing the returns clients are required to submit.
• Accounting services: reviewing and setting up accounting systems so owners have a clear view of their numbers.
• Estate and family trust work: tax and accounting for estates and family trusts.
• Ongoing monitoring: reviewing each client plan over time and adjusting it as circumstances change.

Who it serves

• Owners and managers of closely held businesses
• Family trusts and estates
• High-net-worth individuals
• Domestic and international clients with US tax obligations

Key facts

• Founded: 2003
• Clients: Domestic and international