Beckley, CPA

Business Details

21 Years

experience

Your Trusted Tax Advisors in Plano, TX

Beckley, CPA is a trusted tax and accounting advisory firm founded in 2005 by Jeff Beckley, a Texas CPA with over three decades of professional experience. Our team of certified experts delivers tailored financial solutions for high-net-worth individuals, small to mid-sized businesses, and nonprofits, specializing in tax planning, compliance, business succession, and estate planning. Headquartered in Plano, Texas, with a satellite office in North Carolina, we combine deep technical expertise with personalized service to help clients navigate complex financial landscapes.

Our commitment to excellence is reflected in our community leadership, including roles in the Plano Chamber of Commerce and Rotary Club, as well as accolades from satisfied clients who highlight our responsiveness and technical proficiency. With advanced digital tools and a client-first philosophy, we empower clients to prepare for challenges, seize opportunities, and achieve long-term financial success.

Services

Business Start-Up Business Growth Tax Compliance Estate Planning Succession Planning Accounting Services

Details

Year established: 2005

Highlights and features

We provide tailored tax solutions for high-net-worth individuals and businesses.
Our team includes CPAs with decades of combined experience.
We offer quick response times and personalized support.
We are actively involved in local community initiatives.
We utilize advanced digital tools for efficient client service.

What people say

Amazing staff Expertise is excellent Pleased to have found them Very accommodating Responded extremely quickly

Website

Update Listing

Services

Business Tax Planning

Our business tax planning services help companies minimize liabilities while ensuring compliance with federal and state regulations. We specialize in customized strategies for small to mid-sized businesses, leveraging expertise in the Tax Cuts and Jobs Act and multi-state tax compliance. Clients benefit from proactive advisory sessions that align tax planning with long-term growth objectives.

Estate Planning

We design comprehensive estate plans to protect assets and facilitate seamless wealth transfer. Services include trust creation, will preparation, and tax-efficient gifting strategies tailored to high-net-worth individuals. Our approach integrates legal and financial expertise to ensure compliance while preserving client legacies for future generations.

Tax Compliance

We manage accurate and timely preparation of individual and corporate tax returns, ensuring adherence to evolving regulations. Our team handles complex filings for businesses, nonprofits, and high-income earners, with a focus on error reduction and audit readiness. Clients receive clear guidance to demystify compliance requirements.

Succession Planning

Our succession planning services ensure business continuity through structured transition strategies. We assist owners in identifying successors, valuing businesses, and implementing tax-efficient exit plans. This includes advising on leadership development and legal frameworks to safeguard organizational stability during ownership changes.

Accounting Services

We provide full-cycle accounting solutions, including bookkeeping, financial statement preparation, and advisory for businesses. Our expertise spans QuickBooks proficiency, payroll processing, and multi-state compliance. Clients gain actionable insights through precise financial reporting tailored to their operational needs.

People

Jeff Beckley

President

Jeff Beckley, a Texas CPA since 1993, founded Beckley, CPA in 2005. He specializes in tax planning for high-net-worth individuals and businesses, with leadership roles in the Plano Chamber of Commerce and Rotary Club. He holds a B.A. in Literary Studies and is an avid endurance athlete.

Judith Kristan

Director of Tax Services

Judith Kristan, a CPA with 20+ years of experience, leads tax services at Beckley, CPA. She previously worked at Baxter Healthcare and Deloitte, specializing in corporate and individual tax planning. She holds an MBA and enjoys teaching accounting principles to graduate students.

Juliette Collin

Vice President of Operations

Juliette Collin co-founded Beckley, CPA and oversees daily operations. With a degree in Literary Studies, she manages HR, marketing, and digital tools optimization. She focuses on enhancing client efficiency through technology upgrades and process refinement.

Jennifer Gibbs

Office Manager

Jennifer Gibbs brings 20+ years of administrative experience to Beckley, CPA. She manages client communications, document preparation, and office operations. A former member of the International Association of Administrative Professionals, she holds a B.A. in Communications.

Aruna Devarajan

Tax Associate

Aruna Devarajan, a Tax Associate since 2024, offers a decade of experience in accounting and tax compliance. She specializes in multi-state tax strategies and financial reporting, holding an MBA in Finance. She focuses on optimizing tax outcomes for individuals and businesses.

Questions

What services does Beckley & Associates offer?

We provide tax planning, accounting, estate planning, business succession strategy, and compliance services for individuals and businesses.

Do you work with out-of-state clients?

Yes, we serve clients nationwide, with offices in Texas and North Carolina, and offer virtual consultations for remote clients.

What sets your firm apart from others?

Our team combines decades of CPA experience with tailored solutions, rapid response times, and community-driven service to meet client needs.

Are your services available for small businesses?

Yes, we specialize in supporting small to mid-sized businesses with tax, accounting, and growth strategy needs.

Reviews (7)

Write a Review

Luis Leon

Apr 23, 2022 Report

Excellent service, fast, efficient and reliable. I'll continue getting my taxes done with them. I am a resident of Virginia and they handle my taxes free of any issues.

Beth Guyton

Apr 18, 2022 Report

I have a small business and have worked with Beckley and associate for years. They are excellent. I depend on them for accounting advice and bookkeeping services.

Tammy Evans

Apr 13, 2022 Report

Beckley CPA is simply the best CPA service I've ever dealt with! I've owned a small business for 26 yrs and the entire Beckley team have saved my business! Jeff is always knowledgeable and a joy to talk to.and the bookkeeping is prompt, professional. Shannon. Jennifer. Juliette. these people know what they are doing and they do it cheerfully. The employees are always pleasant and so wonderful to work with. I have recommended this business to so many friends. I cannot say enough good things. if you need accounting done right. this is the place.

Ed Kohorst

Mar 27, 2022 Report

Have been a customer since they began. And they have maintained their level of excellent service even as they have grown and acquired clients. The growth has not lessened the quality of service and in fact has enhanced it.

Robert Soto

Mar 24, 2022 Report

I've worked with Beckley CPA for several years on both personal and business finances. In addition to tax preparation, Beckley serves as my CFO and trusted advisor, always providing great insights and thought leadership. They continue to impress with their expertise, regularly exceeding expectations. I have absolute trust in the team, and would recommend their services to any business or individual.

Enrique D.

Oct 07, 2021 Report

I called the office and left a voicemail with my name and number. After three business days, I did not receive a call back. Based on this experience alone, I would not recommend.

Lorie Burch

Apr 26, 2021 Report

Beckley & Associates is my go to CPA and bookkeeping company. Everyone is knowledgeable, ethical, and dedicated to the highest quality of work. I never hesitate to refer them to clients, family, or friends.