For 20 years, Beckley & Associates PLLC has been a cornerstone in Plano, TX, providing expert tax, accounting, and financial advisory services to businesses and high-net-worth individuals. What started as a small Plano CPA firm has grown into a trusted partner for entrepreneurs, executives, and families navigating complex financial landscapes.
From business tax strategy and compliance to wealth management and estate planning, our team has been dedicated to helping clients build, grow, and protect their financial futures.
As we mark this milestone, we reflect on our journey, our impact on the local business community, and our vision for the future.
Our Journey: From Small Business CPA to Comprehensive Tax and Accounting Advisory Firm
When Jeff Beckley founded the firm, the goal was simple: to offer trusted financial expertise with a personalized approach. Over the last 20 years, tax laws and business regulations have evolved significantly. We have remained at the forefront of these changes, helping clients adapt and thrive in an ever-shifting financial landscape.
How We’ve Helped Businesses Thrive
As a local CPA firm in Plano, we understand the unique financial and tax challenges that businesses face in Texas. Whether it is navigating Texas franchise tax laws, optimizing small business tax deductions, or providing CFO advisory services, our team has helped countless companies make informed financial decisions.
We’ve worked alongside companies at every stage—from startups to established small business corporations. Some of the key areas we’ve helped business navigate include:
- Business Tax Planning & Compliance – Helping companies navigate federal, state, and local tax laws while maximizing tax savings.
- Accounting & CFO Services – Supporting financial reporting, cash flow management, and long-term business growth strategies.
- New Regulatory Compliance Requirements – Guiding businesses through the latest Beneficial Ownership Information (BOI) reporting mandates and other compliance changes. Read our guide on BOI reporting requirements for how this could impact your business.
- Strategic Business Structuring – Advising on whether an LLC, S-Corp, or C-Corp is best suited for financial and tax efficiency.
We are also deeply involved in the Plano business community. We are a member of a number of local organizations, including the Plano Chamber of Commerce, Texas Society of Certified Public Accountants, and the Plano branch of the International Association of Administrative Professionals, to name a few.
Beyond Business: Trusted Financial Planning for High-Net-Worth Individuals (HNWI)
While we’ve built our reputation as a leading small business CPA in Plano, we also specialize in tax planning, tax strategy, and wealth preservation for high-net-worth individuals (HNWI).
What We Do for HNW clients:
- Multi-State Tax & Residency Planning – Assisting clients who relocate to tax-friendly states or manage assets across multiple jurisdictions.
- Tax-Efficient Wealth Management – Structuring investments, stock options, and retirement accounts for optimal tax savings.
- Estate & Trust Planning – Minimizing estate taxes and helping families preserve generational wealth through strategic trust structures.
- Retirement & Tax Planning – Guiding executives and professionals on Roth conversions, required minimum distributions (RMDs), and tax-efficient withdrawals.
What’s Next: Growing with Our Clients
As we celebrate two decades of service, we’re looking ahead to the next 20 years—continuing to provide expert tax and financial guidance to our growing community.
Whether you’re a small business owner, an executive managing complex investments, or a family planning for the future, Beckley & Associates PLLC is here to help.
We are grateful for the trust our clients, partners, and the Plano business community have placed in us over the last 20 years.
Looking for a Trusted Business Accountant in Plano? Let’s Talk!
If you are a startup, small business owner, entrepreneur, or individual seeking expert tax planning and accounting guidance, Beckley & Associates PLLC is here to help.
Located in Plano, TX, we serve businesses across Dallas, Frisco and the broader North Texas region.
Whether you need business tax compliance, CFO services, or tax planning strategies, our team is ready to assist.
Schedule a consultation to learn how we can help you navigate the next stage of your business’s financial journey.