Business Details
Expert Tax & Accounting Services for Domestic and International Clients
At Beacon CPA, we specialize in delivering expert U.S. tax and accounting services tailored to the unique needs of domestic and international clients. Our team comprises seasoned professionals with extensive experience in complex tax matters, including closely-held businesses, high-net-worth individuals, and trusts & estates. We pride ourselves on offering personalized solutions that go beyond standard practices, ensuring compliance while optimizing financial outcomes. With a focus on thoroughness and innovation, we address challenges such as foreign investment structuring, multi-state taxation, and intergenerational wealth preservation.Our commitment to excellence is reflected in our client-centric approach, which prioritizes understanding individual circumstances to provide actionable insights. By combining technical expertise with a proactive mindset, we empower clients to navigate intricate tax landscapes with confidence. Our reputation for resolving high-stakes issues, such as IRS audits and offshore compliance, underscores our position as a trusted advisor in the industry.
Services
Tax Advisory
Accounting
Compliance
International Tax
Trust Structuring
Highlights and features
- We offer personalized tax strategies for complex international and domestic cases.
- Our team includes former Big 4 professionals with deep technical expertise.
- We specialize in resolving IRS audits and offshore compliance challenges.
- We provide outsourced tax department services for multinational corporations.
- We focus on intergenerational wealth preservation and trust structuring.
What people say
Expertise in complex tax matters
Personalized service
Successful audit resolutions
Trusted advisor
Proactive approach
Services
Tax Advisory
Beacon CPA provides strategic tax advisory services for businesses and individuals navigating complex U.S. tax regulations. Our team specializes in international tax planning, entity structuring, and compliance for multinational operations. We help clients minimize liabilities while ensuring adherence to evolving tax laws, with a focus on cross-border transactions and high-net-worth portfolios.
Accounting
Our accounting services include outsourced controllership, financial statement preparation, and bookkeeping tailored to closely-held businesses and international entities. We ensure accurate reporting for multi-state operations and subsidiaries, supporting informed decision-making through GAAP-compliant financial records and customized management dashboards.
Compliance
Beacon CPA specializes in U.S. international tax compliance, including FBAR, FATCA, and PFIC reporting. We assist clients with offshore voluntary disclosures, trust reporting, and anti-deferral regimes, mitigating penalties through proactive strategies for individuals and corporations with global assets.
International Tax
We advise on U.S. tax implications for foreign businesses establishing U.S. subsidiaries, including entity selection and repatriation strategies. Our services cover CFC rules, transfer pricing, and treaty analysis, ensuring compliance while optimizing tax efficiency for cross-border investments.
Trust Structuring
Beacon CPA designs trust structures for wealth preservation, addressing U.S. tax obligations for domestic and foreign trusts. We handle grantor trust reporting, charitable lead trusts, and intergenerational planning, aligning tax compliance with clients' long-term legacy goals.
People
Mark Ratafia
President and CEO
Mark Ratafia founded Beacon CPA after a decade at KPMG and other large firms. A CPA and member of the AICPA, he holds an MBA in Accounting and a Master's in Taxation. He specializes in U.S. tax for international clients and complex trusts.
Questions
What tax services does Beacon CPA specialize in?
We focus on U.S. international tax planning, compliance for offshore assets, trust structuring, and resolving IRS audits for businesses and high-net-worth individuals.
How does Beacon CPA handle cross-border tax issues?
We provide entity structuring, CFC/PFIC compliance, and treaty analysis to optimize tax efficiency for clients with global operations or investments.
Can Beacon CPA assist with offshore voluntary disclosures?
Yes, we guide clients through IRS Streamlined Procedures and other programs to resolve unreported foreign assets while minimizing penalties.
What trust structuring services do you offer?
We design charitable trusts, grantor trusts, and intergenerational plans to align with clients' wealth preservation and tax compliance goals.
Do you work with international businesses entering the U.S.?
Yes, we advise on entity selection, tax compliance, and operational structuring for foreign companies establishing U.S. subsidiaries.
