Business Details
21 Years
experience
Trusted Tax Advisors in Plano, TX
Beckley & Associates was founded on the principle of providing trusted advisory, tax, and accounting services tailored to the unique needs of businesses and individuals. Our team of certified professionals brings decades of combined experience in tax strategy, financial planning, and business advisory, serving clients nationwide from our headquarters in Plano, Texas. We prioritize a forward-thinking, client-centric approach, combining technical expertise with personalized service to help clients navigate complex financial landscapes.Our commitment to excellence is reflected in our use of advanced tools like TaxDome and UltraTax's Planner CS, ensuring transparency and efficiency in every engagement. With a focus on long-term relationships, we empower clients to achieve financial clarity and confidence through customized solutions.
Services
Business Start-Up
Business Growth
Tax Planning
Estate Planning
Compliance
Details
- Year established: 2005
Highlights and features
- We offer 20+ years of combined CPA expertise in tax and accounting.
- Our team provides personalized advisory services tailored to client goals.
- We use secure, state-of-the-art collaboration tools for seamless communication.
- We specialize in proactive tax planning to minimize liabilities and maximize savings.
- Our client-first approach ensures transparent, ethical, and reliable service.
Associations and certifications
- CPA
What people say
Amazing staff
Responded extremely quickly
Expertise is excellent
Willing to help
Personalized support
Services
Business Start-Up
Our business start-up services guide entrepreneurs through entity selection, accounting setup, and tax compliance. We help new businesses avoid costly mistakes by establishing sound financial practices and tailored advisory solutions. With expertise in funding analysis and compliance, we position startups for long-term success.
Business Growth
We provide financial analysis and strategic planning to help businesses scale. Our services include cash flow optimization, profit margin analysis, and forecasting to support expansion, hiring, or property purchases. We deliver actionable insights to maximize growth potential through data-driven decision-making.
Tax Planning
Our tax planning services focus on minimizing liabilities while ensuring compliance. We offer customized strategies for individuals and businesses, including deduction optimization, quarterly tax estimates, and multi-jurisdictional compliance. Our CPAs stay updated on evolving tax laws to provide accurate, forward-looking advice.
Estate Planning
We assist clients in structuring estate plans to preserve wealth and ensure smooth asset transfer. Services include tax-efficient gifting strategies, trust planning, and succession frameworks. Our goal is to simplify complex estate tax regulations and protect clients' legacies through personalized solutions.
Compliance
We ensure businesses remain compliant with federal and state tax regulations. Our services include audit preparation, payroll tax filings, and corporate tax reporting. By maintaining accurate records and proactive compliance strategies, we help clients mitigate risks and avoid penalties.
People
Jeff Beckley
President
Jeff Beckley, a Texas CPA since 1993, founded Beckley & Associates in 2005. He specializes in tax planning for high-net-worth individuals and businesses, combining technical expertise with client education on evolving tax laws.
Judith Kristan
Director of Tax Services
Judith Kristan, a licensed CPA with 20+ years of experience, leads tax services at Beckley & Associates. She specializes in corporate and individual tax planning, leveraging expertise from roles at Baxter Healthcare and Deloitte.
Juliette Collin
Vice President of Operations
Juliette Collin oversees operations at Beckley & Associates, managing accounts and digital tools. With a background in literary studies, she focuses on process optimization and client communication efficiency.
Aruna Devarajan
Tax Associate
Aruna Devarajan brings a decade of experience in taxation and financial operations. She specializes in multi-state tax compliance, payroll processing, and advisory services, holding an MBA in Finance & Systems.
Vicki Meng
Tax Accountant II
Vicki Meng prepares corporate and nonprofit tax returns while providing accounting advisory. She holds dual master's degrees in accounting and management science from the University of Texas at Dallas.
Questions
What services does Beckley & Associates offer?
We provide business advisory, tax planning, accounting, and compliance services for startups, growing businesses, and individuals.
Are your team members certified professionals?
Yes, our team includes Certified Public Accountants (CPAs) with expertise in tax strategy, financial planning, and business advisory.
How do you handle client collaboration?
We use secure platforms like TaxDome for document sharing and UltraTax's Planner CS for multi-year tax scenarios.
What is your fee structure?
We provide customized proposals after an initial consultation, outlining recommended services and corresponding fees.
How can you help with tax compliance?
We ensure compliance with federal and state tax laws, including audit preparation, payroll tax filings, and corporate reporting.
