Looking for a CPA who plans with you—not just for you?
Let’s connect and map out your tax strategy together.
Contact Us
Tax Planning & Preparation
Personalized tax guidance for today’s realities and tomorrow’s goals.
At BEAT Financial Services, we take a proactive, relationship-first approach to tax planning and preparation. Whether you're a business owner or an individual, we’re here to help you stay compliant, minimize tax burdens, and make informed financial decisions all year long—not just at filing time.
Personal tax planning that keeps you ahead—no surprises, no stress.
At BEAT Financial Services, we do more than prepare your personal tax returns—we partner with you year-round to ensure there are no surprises when April rolls around. From strategy to filing, we help you stay informed, plan ahead, and take control of your tax outcomes.
Our personal tax services include:
-
A personalized checklist of documentation needed for smooth, accurate filing
-
Preparation of all required federal, state, and local tax returns
-
Annual and quarterly income tax planning and forecasting
-
Timely preparation of estimated quarterly tax payments
-
Support for tax issues, including resolution of back taxes or notices
Strategic tax support that grows with your business.
From closing out your books to optimizing tax strategies, we provide hands-on guidance so you can focus on running your business. We work with LLCs, partnerships, and corporations of all sizes to ensure you’re meeting obligations while planning ahead with confidence.
Our business tax services include:
-
Year-end book review and close-out assistance
-
Corporate tax return preparation (federal, state, and local)
-
Strategic tax planning to reduce tax obligations and liabilities
-
Support with multi-state and local tax issues
-
Identification of tax credits, deductions, and incentive opportunities applicable to your business
-
Payroll tax filing and administration