Business Details
21 Years
experience
Trusted Tax and Accounting Services in Plano, TX
Beckley, CPA was founded in 2005 with a commitment to delivering tailored financial solutions. Our team of experienced CPAs and tax professionals specializes in strategic tax planning, business advisory services, and compliance for individuals and businesses nationwide. We combine technical expertise with personalized service, prioritizing client relationships to address unique financial challenges. Our approach integrates cutting-edge technology with time-tested accounting practices, ensuring efficient and accurate results. Headquartered in Plano, Texas, we operate in Texas and North Carolina while serving clients across the United States.By staying current with evolving tax regulations and leveraging decades of combined experience, we empower clients to make informed financial decisions. Our track record includes successful engagements with high-net-worth individuals, small businesses, and nonprofits. Community involvement remains central to our values, demonstrated through local leadership roles and educational initiatives. Client trust is built on transparency, responsiveness, and a dedication to exceeding expectations. This philosophy has sustained our growth and strengthened our reputation as a dependable financial partner.
Services
Tax Planning
Estate Planning
Business Advisory
Accounting Services
Retirement Planning
Compliance Solutions
Business Start-Up
Succession Planning
Details
- Year established: 2005
Highlights and features
- We offer 20+ years of combined CPA experience in tax and accounting.
- Our team provides nationwide service with local expertise in Texas and North Carolina.
- We specialize in tailored tax planning for high-net-worth individuals and businesses.
- Our client-first approach ensures personalized financial advisory services.
- We integrate modern technology with proven accounting methodologies for efficiency.
What people say
Amazing staff
Responded quickly
Excellent expertise
Great relationship
Accommodating
Services
Tax Planning
Our tax planning services optimize financial outcomes through strategic compliance and foresight. We specialize in navigating complex tax regulations for individuals and businesses, leveraging expertise in the Tax Cuts and Jobs Act. Clients benefit from personalized strategies that minimize liabilities while ensuring adherence to evolving standards. This service addresses both immediate compliance needs and long-term financial positioning.
Business Advisory
Business advisory services focus on operational efficiency and strategic growth for small to mid-sized companies. We provide tailored guidance on compliance, succession planning, and financial management. Our approach combines industry-specific insights with hands-on support for business owners navigating challenges. Clients receive actionable recommendations to enhance profitability and sustainability through data-driven decision-making.
Accounting Services
Comprehensive accounting services cover bookkeeping, tax preparation, and financial reporting for businesses and nonprofits. Our team ensures accurate record-keeping aligned with regulatory requirements. We utilize advanced software tools like QuickBooks to streamline processes while maintaining meticulous attention to detail. Clients receive timely, transparent financial information to support informed business decisions and long-term planning.
Estate Planning
Estate planning services safeguard assets through customized succession strategies for individuals. We coordinate with legal professionals to create comprehensive plans addressing tax implications and wealth preservation. Clients benefit from proactive guidance on minimizing estate taxes while ensuring their financial legacy aligns with personal objectives. Our approach balances technical expertise with compassionate, client-centered service.
Retirement Planning
Retirement planning services create pathways to financial security through personalized investment and tax strategies. We analyze current financial positions to develop achievable retirement goals, considering tax implications and market dynamics. Clients receive ongoing guidance to adapt plans as circumstances change. Our expertise in retirement account optimization helps maximize savings while minimizing tax burdens for long-term security.
People
Jeff Beckley
President
Jeff Beckley is a Texas CPA with over 25 years of experience. He founded Beckley, CPA in 2005 after working in corporate tax settings. His expertise includes advising high-net-worth clients and business owners on tax strategies. Jeff combines marathon-running discipline with a commitment to client service excellence.
Judith Kristan
Director of Tax Services
Judith Kristan, a CPA with 20+ years in tax services, leads our North Carolina operations. She specializes in business and individual tax planning, drawing on corporate tax experience at Baxter Healthcare. Judith also teaches accounting principles while managing complex tax compliance for diverse clients.
Juliette Collin
Vice President of Operations
Juliette Collin oversees daily operations and digital transformation at Beckley, CPA. With a background in literary studies, she combines analytical precision with strategic thinking to enhance operational efficiency. Juliette has been instrumental in developing technology solutions that improve client service delivery since the firm's inception.
Aruna Devarajan
Tax Associate
Aruna Devarajan provides advanced tax solutions with 10+ years of experience in accounting and finance. Her background spans public accounting and corporate finance, offering expertise in multi-state compliance and tax optimization. Aruna combines technical proficiency with a client-focused mindset to deliver practical financial strategies for individuals and businesses.
Jennifer Gibbs
Office Manager
Jennifer Gibbs serves as the primary client liaison with over 20 years of administrative experience in professional services. She ensures seamless operations by coordinating client communications and preparing tax documentation. Jennifer's expertise in client engagement processes contributes significantly to maintaining our high service standards.
Questions
What services does Beckley & Associates offer?
We provide tax planning, accounting services, business advisory, retirement planning, estate planning, and compliance solutions for individuals and businesses.
How long has Beckley & Associates been in business?
Jeff Beckley founded the firm in 2005, and we've been serving clients with accounting and tax expertise for over 18 years.
Do you serve clients outside Texas?
While headquartered in Texas, we offer our accounting and tax services to clients nationwide, with additional operations in North Carolina.
What qualifications do your professionals hold?
Our team includes Certified Public Accountants (CPAs), tax specialists with corporate experience, and financial professionals with advanced degrees in accounting and finance.
