Jeff Beckley, the co-founder of our firm, is a Certified Public Accountant (CPA) with extensive expertise in tax strategy and accounting. Additionally, we have another CPA on our team, along with two highly skilled accountants currently progressing toward their CPA certification. Our team’s dedication to continuous professional development ensures that our clients receive the highest standard of service.

We prioritize both security and efficiency when collaborating with our clients. Our firm utilizes TaxDome, a secure, state-of-the-art client portal designed for streamlined communication, secure document sharing and completing forms online. This platform ensures seamless and transparent collaboration with almost everything in one place for clients. 

In addition, we leverage UltraTax’s Planner CS, which allows us to create detailed, multi-year tax scenarios tailored to your tax-planning goals. This tool helps us to identify opportunities, plan proactively and provide clear insights into the long-term impact of tax strategies.

Together, these technologies enable us to deliver a comprehensive, client-centered approach to tax planning, business advisory, accounting and tax preparation services.

We can answer that by describing our client onboarding process. First our potential clients fill out a form to give us the details of their situation. Then we meet: Our initial meeting is designed to set the foundation for a potential client relationship. During this conversation, we share how our firm works, outline the qualities of clients we serve best, and discuss tailored services and pricing. It’s an opportunity for us to understand your needs and ensure alignment, while giving you a clear picture of the value we can provide.

By the conclusion of the meeting, you will have a clear understanding of our offerings and fee structure, empowering you to make an informed decision. We look forward to the opportunity to collaborate with you and provide unparalleled tax and accounting guidance.

While our offices are in Plano, TX, we serve clients across Dallas, North Texas and nationwide across the U.S. through secure virtual tools.

Yes. We help entrepreneurs and business owners determine the most tax-efficient entity type—LLC, S-Corp, C-Corp, or partnership—based on business goals, liability considerations, and long-term tax efficiency.

Absolutely. We guide clients through the tax implications of selling, including structuring the transaction for tax efficiency, planning for capital gains, and identifying strategies to maximize after-tax proceeds.

Yes. We work with owners to develop strategies that can enable the transfer of ownership smoothly while helping to minimize tax consequences, protect family wealth, and preserve the legacy of the business.

Yes. For businesses that don’t require a full-time CFO, we provide outsourced financial leadership—budgeting, cash-flow analysis, KPI tracking, and strategic financial planning—so you can make informed decisions with confidence.

Yes. We advise on the tax and accounting aspects of acquisitions, helping you structure deals efficiently and navigate due diligence.

Yes. We guide businesses through multi-state tax compliance, including sales tax nexus, payroll considerations, and income allocation across jurisdictions.

We use a combination of secure, industry-leading platforms to improve accuracy, reduce manual work, and deliver faster, clearer insights. Our key tools include:

BlueJ Tax for AI-supported tax research and scenario modeling

QuickBooks Online automation for online invoicing and client payments (also: bank feeds,
categorization rules, recurring workflows, automated categorization, integrated app ecosystem)
Planner CS and UltraTax CS for structured tax planning and projections

TaxDome for client collaboration, secure document sharing, digital signatures, e-organizers, and workflow automation

PandaDoc for fast and secure digital signatures

Uncat for streamlined collaboration with clients on financial transaction categorization

Our automated systems aggregate and analyze large volumes of financial, operational, and tax data far faster than manual methods. For business-owners, this means earlier insight into cash flow, entity structuring, deduction opportunities, and tax impact under changing rules like OBBBA.

For the most part, the automation we use runs behind the scenes in our firm’s workflow. But our client-collaboration tool, TaxDome, is client-friendly and easy to learn.  Your experience remains simple: you upload documents and collaborate with our team via TaxDome, you meet with your advisor, and receive clear reports and recommendations.

No–it’s the opposite. Automation is used to handle the repetitive, data-intensive tasks so our advisors can focus more time on personalized strategy, deeper financial conversations, and being proactive rather than reactive. You still get the same advisory-first, high-touch experience clients value.

BlueJ Tax uses AI-powered modeling to analyze various tax positions, entity structures, and planning strategies. It helps our advisors: Compare entity types (S-Corp, partnership, C-Corp) with real-time projections, model income-splitting, compensation planning, and basis strategies, assess high-level tax outcomes under multiple scenarios, stay current on federal and state tax interpretations, evaluate OBBBA-specific strategy impacts with greater clarity.

We review these insights manually — BlueJ makes us more efficient; it does not replace human judgment.

In QuickBooks Online (QBO), has automation features to streamline financial operations: automated bank feeds and transaction rules, recurring vendor bills and invoices, real-time dashboarding for cash flow, automated reconciliations and smart matching, alerts for unusual activity or missing documentation

With cleaner data flowing into your books automatically, managing your financials becomes more efficient and your tax planning becomes more proactive.

At Beckley & Associates, we believe tax planning is not a once-a-year exercise—it’s an ongoing process. Our proactive approach focuses on helping clients minimize their tax burden and maximize their financial opportunities throughout the year. Here’s how we do it:

Long-Term Tax Planning: We develop strategies that align with your financial goals, such as deferring income, optimizing retirement contributions and leveraging tax-advantaged investment vehicles.

Estate and Trust Planning: Our team offers guidance on certain wealth transfer strategies, such as the efficacy of creating trusts or gifting plans, that help in preserving your legacy and reducing estate tax exposure.

Investment Tax Optimization: We are able to work with your financial advisors to incorporate strategies like tax-loss harvesting, asset location optimization, and strategic capital gains management.

Business Tax Planning: For clients who are business owners, we provide guidance on entity structuring, tax-efficient profit distributions and utilizing tax credits.

Our comprehensive approach helps you in becoming well-positioned to minimize tax liabilities while achieving your broader financial objectives.

Yes, we are equipped to help clients navigate the complexities of multi-state and some international tax requirements. Whether you have income, assets or business interests across jurisdictions, we provide tailored solutions to enable compliance and tax efficiency.

Multi-State Taxation: We guide clients through the intricacies of state residency rules, income allocation and sales tax compliance. Whether you’ve moved states, have income from multiple locations, or own properties in different states, we’ll help you minimize tax exposure while guiding you on staying compliant.

International Tax Planning: For clients with global ties, we offer expertise in the US income tax aspects of foreign income, in understanding tax treaties, and in helping to enable compliance with regulations such as FBAR (Foreign Bank Account Reporting) and FATCA (Foreign Account Tax Compliance Act).

Relocation Planning: For those considering relocation, we offer insights into the tax implications of moving between states or countries to help with a smooth transition.

With our expertise in both multi-state and international taxation, we help clients confidently manage their financial interests across borders while staying ahead of regulatory changes.

At Beckley & Associates, we have extensive experience advising clients with complex executive compensation packages, including ESOPs, SARs, and private equity income reported on Schedule K-1s.

We assist with optimizing stock option exercises, managing vesting schedules and planning for tax efficiency. For clients with private equity or partnership income, we also assist with tax reporting and planning for tax-efficient distributions.

After signing with us, in your initial advisory session we’ll discuss your unique needs and how we can provide clarity and actionable strategies tailored to your financial situation.

Yes, we provide personalized guidance for managing estimated taxes, especially for clients with variable or irregular income streams. Whether you’re earning bonuses, receiving dividend income or working as a 1099 contractor, we help you accurately calculate and schedule estimated tax payments to avoid surprises and penalties. The goal is to enable your cash flow to remain optimized while advising you in staying fully compliant.

Absolutely. At Beckley & Associates, we take a collaborative approach to advising you on your financial goals. We often work with a client’s financial advisor, estate attorney and wealth managers to create a cohesive strategy that integrates tax planning with wealth management, estate planning and investment goals.

Yes, we advise clients on the tax complexities of relocation, whether you’re moving domestically or internationally. For state relocations, we assist with understanding residency rules, income allocation, and potential tax-saving opportunities. For international moves, we provide guidance on cross-border tax compliance, foreign income reporting, and strategies to mitigate double taxation. Our expertise helps ensure a seamless transition while minimizing your tax burden.

Yes, we help clients develop strategies to transfer wealth to their heirs tax-efficiently. By planning ahead, we can guide you in preserving more of your legacy for future generations. Our expertise includes:

Trust Structuring: We assist with optimizing trusts to minimize estate taxes, provide asset protection, and ensure your wealth is distributed according to your wishes.

Estate Tax Minimization: We help identify opportunities to reduce inheritance and estate taxes through advanced planning techniques.

Charitable Contributions: For those incorporating philanthropy into their legacy, we provide guidance on tax-advantaged giving strategies.

We provide tailored advice to help families structure their finances for long-term success, balancing tax efficiency with family goals. This includes:

Family Wealth Strategies: We help clients to understand family limited partnerships, trusts, and other vehicles that allow for tax-efficient wealth preservation and transfer.

Education and Legacy Planning: We work with clients to educate the next generation for managing inherited wealth responsibly.

Integrated Financial Planning: Collaborating with estate attorneys and financial advisors, we develop holistic strategies that address both current needs and future growth.

We provide comprehensive guidance on gifting strategies to maximize the benefits for you and your family, including:

Gift Tax Exemptions: We help you to understand annual and lifetime gift tax exclusions to transfer wealth without triggering unnecessary taxes.

529 Plan Funding: We guide you on using 529 plans for education savings, including how to maximize contributions and navigate gift tax implications.

Advanced Gifting Techniques: For larger gifts, we can explore options like grantor-retained annuity trusts (GRATs) or charitable lead trusts to achieve both tax and legacy goals.