Bakken Newton CPA

From the perspective of a not-so-numerically-savvy layperson, I can't speak highly enough of Beacon Advisors. Their team is warm, patient, and invested in client education and inclusion in a way that's unparalleled in the industry. We feel supported by Beacon in every way!

Beacon Advisors did a wonderful job preparing our taxes, just as they did last year. We trust them with our taxes. They are friendly, easy to work with, and being able to upload the documents rather than mailing them has made it even easier! Even with some document arriving later than we expected, because everything was in the database, they could still do some of the work while waiting on documents. We are so grateful for all that they do. They give clear instructions as to what is needed from us for them to be effective in their jobs and the communicate very, very well, which we are truly grateful for. I highly recommend them!

I am an owner of a small local business, Kool Kone . I have recently been working with Beacon Advisors on making my business an S-Corp. I have been working with Morgan and Austin directly and couldn’t be happier with my experience. Both are so knowledgeable about businesses and how I can save money on my taxes. I also do payroll with Beacon Advisors, this has also been a wonderful experience. The communication is great. If I have any questions, Austin has no problem getting on a call with me or is available for a brief conversation in the office . I would recommend any local businesses to Beacon Advisors.

Joe McArdle has always treated us kindly and worked very efficiently for myself and our family. No issues or complaints whatsoever.

My wife and I have been very pleased with the prompt, dependable, and competent filing of our annual tax returns, both personal and business.