Texas & North Carolina Advisory, Tax and Accounting Firm
Beckley & Associates’ main office is in the CityCentral building on W Spring Creek Pkwy in Plano, Texas.
Our second office is in Cornelius, North Carolina (near Charlotte), on W Catawba Ave.
CPA • President
Jeff started Beckley & Associates PLLC (formerly Beckley CPA PC) in 2005 in McKinney, Texas, with his wife, Juliette Collin. Jeff has been a Texas CPA since 1993. He was the Board Chair of the Plano Chamber of Commerce in 2018, which was the year the Chamber won Chamber of the Year by the Association of Chamber of Commerce Executives (ACCE).
Jeff loves working closely with clients through tax planning for high-net-worth individuals and small to medium-size businesses and performing advisory sessions generally. He also enjoys educating clients on the new Tax Cuts and Jobs Act.
An avid runner, Jeff competes in several marathons and half-marathons each year. In early 2017, he completed his first 50-mile race in Huntsville, Texas. In October 2022, he completed his third Iron Man in Sacramento, California. Jeff also enjoys reading every chance he gets, from civil war history to political bios to contemporary literary fiction.
Memberships and Community Involvement:
Plano (TX) Chamber of Commerce: Past Board Chair
Plano Rotary Club: Past President
Plano ISD Education Foundation: Board President
Texas Association of Business: MemberAmerican Institute of CPAs (AICPA): CPA Member
Judith A Kristan
CPA, MBA • Director of Tax Services
Judith (Judy) Kristan is a 20-years+ veteran of tax return preparation and tax planning for both businesses and individuals. As a licensed CPA, her current work is with Beckley & Associates, setting up and managing the newest company location in Cornelius, North Carolina, near Charlotte. She also has experience in a large corporate tax preparation environment at Baxter Healthcare Inc, as well as tax technology training at Deloitte & Touche Tax Technologies. Judy also enjoys the role of educator for graduate students in the area of accounting and tax and has found that her teaching skills add additional value when working with clients. Judy also is proficient in QuickBooks desktop software.
Judy spends time each week weight training, doing aerobics and cycling, as well as singing in the Praise Team at her church. Judy can also play several musical instruments. She loves to read, particularly nonfiction. Currently she is reading novels by a writer in North Carolina, which is giving her a new perspective on the local environment where she lives.
Memberships and Community Involvement:
Rotary Club of North Mecklenburg County (NC): Board Member
American Institute of CPAs (AICPA): CPA Member
Lake Norman Chamber of Commerce (NC): Member
Antiquity HOA Board: Treasurer
Praise Team at Williamson’s Chapel UMC (NC): Member
Vice President of Operations
Juliette oversees the operations of Beckley & Associates and manages the office team. She has been with the firm since the beginning. Among other things, she is in charge of Accounts Payable, Accounts Receivable, Marketing, online software research and Human Resources. She enjoys catching up with clients throughout the year, as well as evaluating and refining our digital tools annually to enable serving our clients more efficiently.
Juliette majored in Literary Studies at the University of Texas at Dallas and graduated with honors in 1993. She is an avid reader of contemporary and classic literature, is a major dog lover, likes to take long walks, play board games with her husband, and enjoys having brunch or dinner with friends on the weekends.
Shannon has been with Beckley & Associates since April 2013, starting out in our former office in E. Plano, Texas. She has worked as an auditor in past employment and now prepares corporate and nonprofit income tax returns for our business clients.
Shannon also prepares payroll tax returns, sales tax returns, W-2s and 1099s for our clients with small to medium-size businesses. Shannon is a point of contact for many clients, ready to answer their questions directly or to facilitate an answer as soon as possible.
Jennifer joined Beckley & Associates in March 2017. She has over 20 years’ experience as an administrator in the professional services industry, working for consulting and executive recruiting firms before joining our team. Jennifer is our clients’ first point of contact in the office or on the phone. Besides regularly assisting clients over the phone and email, ordering office supplies and working on special projects, Jennifer assesses clients’ tax documents for tax preparation readiness.
She graduated with honors with a Bachelor’s in Communications from the University of Texas at Permian Basin.
International Association of Administrative Professionals (IAAP): Member
Tax Accountant II
Vicki has been with Beckley & Associates since July 2020. She has worked as an auditor previously. At Beckley & Associates, Vicki prepares corporate and nonprofit income tax returns and performs accounting and advisory for our business clients. She has earned her dual master’s degrees in accounting and management science at the University of Texas at Dallas. She is proficient in Mandarin and English.
Dawn joined our team in Feb 2019 as has been a great addition. Dawn is responsible for our bookkeeping services for all client engagements. She prepares and reviews individual income tax returns. Dawn also has a role in transitioning engagements from Accounting to Tax.
Ashley originally joined Beckley & Associates in 2011 through 2014 and rejoined the team in a part-time capacity in 2018. Ashley works across the entire Beckley & Associates team to support key administrative tasks. She also works closely with the VP of Operations to develop growth strategies and identify process improvements and efficiencies to continually enhance our client communications and client engagement processes.
Ashley graduated from Texas A&M University. Outside of work you can find Ashley on a plane traveling the world, at the gym or in the kitchen baking. She is proficient in TeamWork Projects, Google Workspace, Excel and QuickBooks Online.