focus on what matters most

Change is inevitable. How you respond to change is not. We provide leading-edge tax and accounting advisory services to help you prepare for challenges, embrace new opportunities and take control of your future.

who we work with

Building your business can be one of the most rewarding and stressful experiences of your life. We help owners at all points in the business life cycle, from start-up to sale, with our advisory and compliance services. Services: CFO Services, Tax Planning and Compliance, Retirement Planning, Estate Planning, Financial Systems Assessment.

Holding a leadership role in your company comes with great responsibility and complexity. You need a trusted advisor who can help you save more of what you make for your family and your future. We help corporate execs dealing with taxes related to executive compensation, stock incentives, deferred compensation and equity buyouts.

Services: Tax Planning & Compliance, Retirement Planning, Estate Planning.

You have a nest egg to grow and protect. You need someone in your corner to ensure you are paying only your fair share of taxes and that your assets are protected for your legacy. We help wealthy individuals faced with high tax burdens, complex issues (like AMT, NIlT and QBI), the potential impact of estate taxes and the ever-evolving tax code.

Services: Tax Planning & Compliance, Retirement Planning, Estate Planning.

Client Testimonials

The Vault

New Rules For RMDs in 2023: Maximize Your Retirement Savings

Welcome to our blog post on required minimum distributions (RMDs) and how they play a crucial role in maximizing your retirement savings.

Unlock Your Retirement Dreams: Discover Your Required Beginning Date

Hey everybody, Jeff Beckley here with Beckley & Associates. Today, I want to bring you up to speed on an essential aspect of retirement planning: Required Beginning Dates (RBDs). In this blog, we will explore what RBDs are, why they are crucial, recent changes in...

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Jonathan H • Plano, TX

“Great relationship with Jeff [Beckley] and staff. They’re very accommodating and willing to help in any way.”

Teri E • Plano, TX

“Beckley’s CPA staff is amazing! They responded extremely quickly to all questions and their expertise is excellent. I’m so pleased to have found them.”

Maria G • McKinney, TX

“…this is an honest and respectable company, with very friendly people, who always help their clients.”

Jan B • Plano, TX

“The [tax preparation] process was painless.”