"A Trusted Adviser & Partner"

  • Tax preparation and planning services
  • Access to your CPA is provided in each package. No surprise bills for consultations
  • Trusted compliance and risk management solutions
  • Extensive business advisory services which includes our Blueprint to Profits methodology
  • Technology solutions including cloud-based accounting
  • Full-service bookkeeping, payroll and other back office services
  • ​Certified QuickBooks™​ ProAdvisory services
  • Discounted QuickBooks™​ desktop and online products
  • Broader offering of cloud based software solutions

We offer existing clients access to their tax returns or any other important document stored in our secure portal. We offer bank level encryption of your important documents containing sensitive personal information such as your social security number, dates of birth, or other sensitive information.

Clients have the ease of use and convenience of accessing their tax returns and other documents that they may want to store free of charge. It also provides a secure environment to exchange information between the client and the accountant. For existing clients access the portal by clicking on the button "Access Client Portal"

Small Business Consulting

We offer business advisory services that give you access to real executive level experience and knowledge at a fraction of the price of a full-time employee. We've accumulated over 28 years of experience covering more than 20 industries.


Our mission is to help individuals attain their goals and to help small businesses run more efficiently. We offer a multi-step process we call Blueprint to Profits to grow and develop your business into a money making machine.

Every service we provide has value built in. We provide upfront priced packages that bundle valuable services at one price. The surprise billing is gone forever. The service package allows you or your business to take full advantage of the experience and breadth of understanding we can provide. We want you to ask yourself, "Why didn't I do this sooner?"


QuickBooks™​ Solutions

We offer a broad range of accounting solutions through the  QuickBooks™ suite of products. We can train, consult, trouble shoot and advise. We can help you chose and implement the right solutions for your business.

"Going to Beacon was like adding a senior executive to our team"


Tax Preparation Services & Business Advisory Services for your Small Business

Tax Preparation & Planning

Whether you need a personal tax return or a complex business return prepared, we have the expertise to meet your needs. We will offer you the best advice on how to limit the tax consequences of decisions you make or plan to make.

Beacon Tax & Business Services

"A Safe Harbor for Your Tax and Business Needs"