From start-ups to established businesses, Beckley & Associates PLLC provides full-spectrum accounting, tax, and advisory services that help businesses thrive.
Beckley & Associates PLLC, based in Plano, Texas, delivers full-spectrum accounting, tax, and advisory services to businesses and individuals across Dallas–Fort Worth and nationwide. The firm specializes in business start-up, growth, operations, compliance, and succession planning, as well as individual services like retirement, estate, and tax planning. W
ith a focus on partnership and clarity, they provide strategic financial insight to help clients meet their goals confidently.
Full-spectrum accounting, tax, and advisory services
Tax-smart strategies and year-round financial guidance
Nationwide service with a local Plano, TX presence
Services
Business Start-Up
Helps entrepreneurs choose entity type, set up accounting systems, and stay compliant with IRS and state requirements.
Entity selection guidanceAccounting system setupCompliance assistance
Business Growth
Provides comprehensive financial insights and strategic planning to support business expansion.
Ensures businesses remain in good standing through robust accounting practices and tax code updates.
Proactive tax code monitoringAccounting system maintenanceCompliance reporting
Business Sale and Succession Planning
Develops tax-efficient plans for selling or transferring ownership of a business.
Tax minimization strategiesOwnership transfer structuringLegacy preservation planning
Retirement Planning & Strategies
Offers personalized retirement planning solutions to maximize financial security.
Retirement income analysisTax-efficient retirement account setupLong-term wealth preservation
Estate Planning
Provides comprehensive estate planning services to protect assets and ensure legacy continuity.
Will and trust creationTax minimization for estatesAsset protection strategies
Credentials & Certifications
CPA
Enrolled Agent
Reviews
Rating
4.6
★★★★★
Reviews
70
"They have always been helpful, accurate, thorough, and knowledgeable."
Frequently Asked Questions
What business entity is best for my venture? +
The choice between LLC, S-Corp, and C-Corp depends on factors like liability protection, tax efficiency, and growth plans. Beckley & Associates evaluates your specific goals to recommend the optimal structure.
How can we optimize billing and customer collections? +
Implementing cloud-based bookkeeping tools and establishing clear invoicing processes can streamline billing and improve cash flow management.
Which financing options suit our start-up? +
Options include SBA loans, angel investors, venture capital, and crowdfunding. Beckley & Associates assists in assessing which aligns best with your business model and growth timeline.
What expenses can we deduct on our tax return? +
Common deductible expenses include business supplies, travel costs, employee salaries, and home office deductions. Beckley & Associates ensures all eligible deductions are claimed to minimize tax liability.
Employees or contractors: Which is the right choice for us? +
The classification depends on the nature of work and control over the worker. Beckley & Associates helps navigate IRS guidelines to choose the appropriate classification, avoiding compliance issues.
Is insurance necessary for our business? +
Insurance protects against liabilities such as property damage, professional errors, and employee injuries. Beckley & Associates assesses your business risks to recommend suitable insurance coverage.
4.6
