Business Details
Trusted Tax and Accounting Services for Businesses and High-Net-Worth Individuals
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 from top-tier firms, offering personalized solutions for closely-held businesses, high-net-worth individuals, and trusts & estates. We prioritize understanding the intricate details of each client's circumstances to provide strategic advice that minimizes tax liabilities while ensuring full compliance.With a focus on complex U.S. tax matters, including international reporting, entity structuring, and audit representation, we combine technical expertise with a boutique approach to address even the most challenging financial scenarios. Our commitment to excellence and client-centric service has established us as a trusted partner for clients seeking sophisticated, cost-effective solutions.
Services
Tax Advisory
Accounting System Setup
International Tax Compliance
Audit Representation
Estate Tax Planning
FBAR Reporting
Corporate Tax Services
Trust Structuring
Voluntary Disclosure Agreements
Estimated Tax Planning
Highlights and features
- We offer over 15 years of experience in international tax compliance and reporting.
- Our team provides personalized, non-cookie-cutter solutions for complex tax scenarios.
- We specialize in U.S. tax structuring for foreign businesses entering the U.S. market.
- Our services include outsourced controllership and tax department functions for corporations.
- We guarantee compliance with IRS regulations and international tax reporting requirements.
What people say
Technical tax expertise
Personal attention
Reliable professionals
Cost-effective solutions
Thorough and thoughtful
Services
Tax Advisory
Our tax advisory services focus on strategic planning for U.S. and international tax compliance. We assist businesses and high-net-worth individuals in minimizing liabilities through entity structuring, cross-border investments, and audit defense. Clients benefit from tailored solutions addressing complex regulatory requirements.
International Tax Compliance
We specialize in FATCA, FBAR, and CFC reporting for clients with offshore assets. Our team ensures compliance with U.S. international tax laws, mitigating penalties for unreported foreign accounts while optimizing tax efficiency for global operations and investments.
Audit Representation
Beacon CPA provides expert representation during IRS and state tax audits. We handle all communications, documentation, and negotiations to protect clients' interests, leveraging our deep understanding of tax codes to achieve favorable outcomes and reduce financial exposure.
Estate Tax Planning
Our estate planning services include charitable trusts, private foundations, and intergenerational wealth transfer strategies. We help clients preserve assets through tax-efficient structures while ensuring compliance with evolving estate tax regulations and reporting obligations.
Corporate Tax Services
We offer outsourced tax department services for corporations, including multi-state filings, M&A tax planning, and compliance. Our expertise spans entity selection, transfer pricing, and tax-efficient operational structuring to support business growth and regulatory adherence.
People
Mark Ratafia
President and CEO
Mark Ratafia founded Beacon CPA after a decade at KPMG and other large firms. He specializes in U.S. tax and accounting for domestic and international clients, holding an MBA in Accounting and a Master's in Taxation. His expertise includes complex tax planning and compliance.
Questions
What international tax services does Beacon CPA offer?
We provide FATCA compliance, FBAR reporting, CFC/PFIC guidance, and cross-border structuring for businesses and individuals with foreign assets.
How does Beacon CPA handle IRS audit representation?
Our team manages all audit stages, from documentation preparation to negotiations, leveraging deep tax code knowledge to minimize liabilities and penalties.
Can Beacon CPA assist with unreported foreign accounts?
Yes, we help clients resolve non-compliance through voluntary disclosure programs and streamlined filing procedures while mitigating penalties.
What estate tax planning options are available?
We offer charitable trusts, private foundations, and intergenerational wealth transfer strategies to optimize tax efficiency and asset preservation.
Do you serve businesses outside New York?
Yes, we provide tax and accounting services for clients nationwide and internationally, with expertise in multi-state and跨境 tax matters.
