tax planning and compliance

Thoughtful income tax planning is the foundation for managing your wealth. In today’s environment, you need to understand the ever-evolving income tax laws and regulations that impact how much tax you pay.

It’s also crucial to know the full range of strategic planning options available so that you are in a good position to pay only what you owe and can preserve more of your wealth in any scenario, regardless of tax policy outcomes.

Customized Tax Guidance

We work with business owners and executives, as well as their families, offering customized tax guidance to fit each unique situation. We will perform a thorough evaluation of your current taxes, your income streams, and the changing tax laws and economic factors that impact your tax scenario. You gain a strategy that supports your personal plans, including any income tax, estate tax or business succession plans you have that could impact your net worth.

Here’s a sampling of the types of planning services we offer:

  • Individual income tax projections and compliance.
  • Executive compensation and incentives
  • State residency
  • Charitable contributions
  • Cross-border tax issues
  • Tax deductions and optimization
  • Personal net worth

Expert advice

Taxes are inherently complicated. The Beckley team are expert tax accountants and strategists that know tax law inside and out. 

Peace of Mind

We help you understand your tax responsibilities, minimize your tax bill and stay compliant with IRS-mandated rules.

Have a plan

As a business owner, it’s crucial to understand your unique tax situation and how to avoid unnecessary risk and only pay what you actually owe.

We craft custom tax strategies that simplify tax planning by organizing your books, keeping you in compliance, and doing so efficiently to avoid unnecessary risk.

Not paying your taxes properly can open you up to audits, penalties, and fees from the IRS and state comptrollers. Let us help you avoid those risks so you can focus on what matters most—running your business.

Keeping taxes simple(ish)

Maximize Deductions

Deductions can dramatically reduce your overall tax burden. We help you find every deduction possible while maintaining compliance.

Estimated Taxes

Quarterly estimated taxes must be paid within a certain margin of error to avoid both compliance issues and a big tax bill at the end of the year.


Staying in business means staying in compliance with state and federal agencies at all times – regardless of changes to the law.

Contact Us Today

Ready to take charge of your taxes? Let’s get started.