Frequently Asked Financial Questions – Expert Tax & Accounting Insights
At Beckley & Associates, we understand that navigating financial complexities requires precision and clarity. That’s why we’ve curated a selection of frequently asked questions tailored to the sophisticated needs of our discerning clients.
Whether you’re managing personal wealth; overseeing a thriving business; or planning to buy, start or sell a business, you’ll find expert insights and solutions here. For more personalized assistance, we invite you to connect with our team directly — your success is our priority.
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What professional credentials or specialized tax certifications do you hold?
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.
What tools or platforms do you use to collaborate with clients (e.g., secure portals, tax planning software)?
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 everything in one place for clients.
In addition, we leverage UltraTax Tax’s Planner CS, which allows us to create detailed, multi-year tax scenarios tailored to your unique tax-planning goals. This tool helps us 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.
Can you provide an overview of your fee structure and how billing is handled?
First, let’s explain our new client onboarding process. We begin with a two-meeting structure:
Initial Meeting: In this meeting, we’ll get to know you, discuss your financial goals, and understand your specific requirements.
Customized Proposal: Following the initial meeting, we will create a secure account for you on TaxDome and request essential documents, such as prior-year tax returns. Using this information, we’ll prepare a custom proposal outlining the services we recommend and the corresponding fees. This proposal will be reviewed with you in a second meeting.
By the conclusion of the second meeting, you will have a clear understanding of our offerings and fee structure, empowering you to make an informed decision.
The first step for any new prospect will be to schedule your initial meeting. We look forward to the opportunity to collaborate with you and provide unparalleled financial guidance.