Business Details
Your Trusted Partner for Tax & Accounting Solutions
At Beacon CPA, we specialize in delivering expert U.S. tax and accounting services tailored to the unique needs of domestic and international closely-held businesses, high-net-worth families, and trusts & estates. Our team, composed of former big-firm professionals, combines technical excellence with a boutique approach to address complex tax challenges. With decades of collective experience, we prioritize personalized service, ensuring clients receive strategic solutions that align with their specific circumstances.Our focus extends beyond compliance to include proactive planning, financial reporting, and advisory services designed to minimize tax liabilities while maintaining full regulatory adherence. Clients trust us for our intellectual curiosity, attention to detail, and commitment to resolving intricate U.S. tax matters with precision and foresight.
Services
International Tax Compliance
Estate Tax Planning
Corporate Tax Advisory
FBAR Reporting
Trust Structuring
IRS Audit Defense
Business Entity Selection
Foreign Investment Taxation
Wealth Preservation Planning
Outsourced CFO Services
Highlights and features
- We offer 15+ years of experience advising international consultancies on U.S. tax compliance.
- Our team provides outsourced controllership services for global corporations' U.S. subsidiaries.
- We specialize in resolving IRS penalties for unreported foreign assets totaling $40M+.
- Our novel database-driven approach reduced state tax liabilities by $6M+ for high-net-worth clients.
- We maintain A+ ratings with the Better Business Bureau and CPA industry associations.
What people say
Technical tax expertise
Personal attention
Creative solutions
IRS audit success
International compliance mastery
Services
International Tax Compliance
We help multinational businesses and individuals navigate U.S. tax obligations for cross-border transactions. Our expertise covers FATCA reporting, FBAR filings, and CFC compliance. Clients benefit from our proven track record resolving complex international tax disputes and structuring tax-efficient operations for UK and Israeli clients entering the U.S. market.
Estate Tax Planning
Our specialists design customized estate plans using charitable trusts and intergenerational gifting strategies. We advise on $6M+ state tax audits and structure complex trust arrangements for foreign families with U.S. assets. Services include wills, probate avoidance, and minimizing estate tax exposure through strategic asset distribution.
IRS Audit Defense
We represent clients in IRS examinations, penalty abatement requests, and voluntary disclosure programs. Our team successfully defended billionaires in state residency audits and resolved $40M+ foreign asset non-compliance cases. We partner with top tax attorneys for criminal investigation defense while maintaining audit-level resolution success.
Corporate Tax Advisory
We provide outsourced tax department services for $100M+ corporations, including entity selection, multi-state filings, and M&A tax planning. Our consultants advise on business start-ups, partnership structures, and compliance for global companies establishing U.S. operations through LLCs and corporations.
Trust Structuring
We create complex trust structures for ultra-high-net-worth families with international holdings. Services include grantor trust elections, DNI/UNI calculations, and compliance for foreign trusts with U.S. beneficiaries. Our solutions minimize tax exposure while ensuring adherence to U.S. reporting requirements for offshore entities.
People
Mark Ratafia
President and CEO
Certified Public Accountant with 20+ years of experience advising high-net-worth clients on U.S. tax matters. Holds MBA in Accounting and Master's in Taxation from leading institutions. Former KPMG professional who founded Beacon CPA to combine big-firm expertise with personalized service. Specializes in international tax compliance and complex trust structures.
Questions
What tax services does Beacon CPA specialize in?
We focus on international tax compliance, estate planning, corporate tax advisory, FBAR reporting, and IRS audit defense for complex U.S. tax matters.
Do you work with international clients?
Yes, we serve UK businesses establishing U.S. subsidiaries, Israeli family offices, and global corporations with U.S. tax compliance needs.
How do you handle IRS penalty abatement?
Our team successfully negotiated penalty reductions for $40M+ in unreported foreign assets using voluntary disclosure programs and streamlined procedures.
What industries do you serve?
We specialize in tax solutions for financial services firms, real estate investors, private equity funds, and multinational corporations.
Can you assist with trust and estate tax planning?
Yes, we structure complex trust arrangements for ultra-high-net-worth families and manage intergenerational wealth preservation strategies.
What sets Beacon CPA apart from other firms?
Our former Big 4 professionals combine boutique service with expertise in resolving high-stakes, complex tax challenges others cannot address.
