Business Details
Expert U.S. Tax & Accounting Services
At Beacon CPA, we specialize in providing expert U.S. tax and accounting services tailored to the unique needs of closely-held businesses, high-net-worth individuals, and trusts & estates. Our team comprises former professionals from large accounting firms who bring a boutique approach to complex financial matters. We prioritize personalized service, ensuring each client receives strategic solutions that align with their specific circumstances.With a focus on thoroughness and compliance, we address challenges such as business entity selection, international tax structuring, and wealth preservation. Our commitment to staying ahead of evolving tax regulations allows us to deliver reliable, forward-thinking advice. Clients trust us for our technical expertise, dedication to transparency, and ability to navigate intricate tax issues with precision.
Services
Tax Advisory
Accounting Compliance
IRS Audit Representation
International Tax Structuring
Trust & Estate Planning
Business Entity Selection
FBAR & FATCA Reporting
Wealth Preservation
Corporate Tax Services
Voluntary Disclosure Programs
Highlights and features
- We offer over 15 years of experience in outsourced tax and accounting for international clients.
- Our team includes former big-firm professionals with expertise in complex tax structuring.
- We provide personalized solutions for high-net-worth individuals and multinational entities.
- Our services include IRS audit representation and resolution of unreported foreign assets.
- We specialize in U.S. international tax compliance and cross-border investment planning.
What people say
Technical expertise
Personal attention
Successful audit defense
International compliance specialists
Trusted advisors
Services
Tax Advisory & Return Preparation
Beacon CPA provides comprehensive tax advisory services and return preparation for businesses and individuals. Our team ensures compliance with federal, state, and international tax regulations while optimizing tax efficiency. We specialize in complex scenarios involving multi-state filings, foreign investments, and high-net-worth clients. Our approach combines technical expertise with strategic planning to minimize liabilities and support long-term financial goals.
International Tax Compliance
We assist clients with U.S. international tax compliance, including FATCA reporting, FBAR filings, and structuring cross-border investments. Our services address controlled foreign corporations (CFCs), passive foreign investment companies (PFICs), and foreign trust disclosures. We help businesses and individuals navigate complex reporting requirements to ensure compliance and mitigate penalties.
IRS Audit Representation
Beacon CPA represents clients during IRS audits and tax disputes. We defend against allegations of non-compliance, including unreported foreign assets and income. Our team works with criminal tax attorneys when necessary to protect clients' interests. We focus on resolving issues through voluntary disclosure programs, penalty abatement, and negotiated settlements.
Trust & Estate Tax Services
We offer specialized tax services for trusts and estates, including charitable trust structuring, fiduciary accounting, and intergenerational wealth transfer. Our team advises on U.S. tax implications for foreign trusts and helps clients comply with reporting requirements. We design strategies to preserve wealth while meeting regulatory obligations.
Business Entity Structuring
We guide clients in selecting optimal business entities for U.S. operations, including corporations, partnerships, and LLCs. Our advice considers liability protection, tax efficiency, and compliance with federal and state regulations. We support international companies establishing U.S. subsidiaries and domestic startups with formation, accounting systems, and multi-state tax filings.
People
Mark Ratafia
President and CEO
Mark founded Beacon CPA after a decade at KPMG and other large firms. He specializes in U.S. tax and accounting for international clients, holding an MBA in Accounting and a Master's in Taxation. His expertise includes complex compliance and strategic advisory.
Questions
What services does Beacon CPA offer?
We specialize in U.S. tax advisory, accounting compliance, international tax structuring, trust & estate planning, IRS audit representation, and resolution of unreported foreign assets.
How does Beacon CPA handle international tax matters?
We provide cross-border tax planning, FATCA and FBAR compliance, and structuring for foreign investments into U.S. real estate or businesses.
Can Beacon CPA assist with IRS audits?
Yes, we offer audit representation and have resolved complex cases involving unreported foreign assets and high-net-worth clients.
What industries does Beacon CPA serve?
We work with closely-held businesses, private equity firms, family offices, and high-net-worth individuals globally.
How does Beacon CPA approach wealth preservation?
We design strategies for intergenerational wealth transfer, including trusts, charitable structures, and tax-efficient investment frameworks.
