Expert Tax Guidance, Tailored to You

Individual and business tax preparation, planning, and bookkeeping from a team that actually explains what's happening with your money.

Tax advisor meeting with a client

Discover the Difference

Beacon Tax & Advisory offers more than filing - we provide clear, one-on-one guidance so you understand every decision. We take the time to learn your goals and circumstances, then deliver a plan that actually fits your life.

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Experienced Across Industries

We work with individuals and small business owners across a wide range of fields.

  • Freelancers & Consultants
  • Real Estate
  • Contractors & Trades
  • Retail & E-Commerce
  • Healthcare Practices
  • Restaurants & Hospitality

Our Services

01

Tax Preparation

  • Individual Returns
  • Business Returns
  • Sole Proprietor Taxes
  • Quarterly Estimates
02

Tax Planning

  • Year-Round Strategy
  • Planning Meetings
  • Deduction Review
03

Bookkeeping

  • Income & Expense Tracking
  • Bank Reconciliation
  • Monthly Financials
"Filing used to stress me out every year. Now I actually understand what's happening with my return, and I know it's done right."
- Verified Client

Ready for Tax Season Done Right?

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