Beckley CPA
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Overview
2 - 9
Employees
2006
Year Founded
ABOUT BECKLEY CPA
CPA, tax professional
Beckley CPA is a welcoming and approachable firm that leverages the latest technology to help clients retain more of their finances. As your reliable advisor, our primary objective is to empower you to make well-informed financial choices, whether for personal matters or your business. We achieve this through strategic tax planning, stress-free tax preparation and e-filing, maintaining your QuickBooks records, and assisting with any IRS issues.
LANGUAGES SPOKEN
English
HIGHLIGHTS
2 - 9
Employees
2006
Year Founded
Services
Focus
Industries
Clients
Services Provided
40% Accounting Services
40% Tax Preparation Services
20% Business Consulting Services
About the Team
OUR STORY
Beckley & Associates PLLC, headquartered in Plano, Texas, is a trusted advisory, tax, and accounting firm serving clients across Texas and North Carolina. Founded in 2005 by Jeff Beckley, a seasoned CPA and president, alongside VP of Operations Juliette Collin, the firm specializes in guiding businesses with revenues from $2 million to $25 million toward enhanced financial success using proprietary frameworks like Income to Equity™. The team includes experienced professionals such as Judith Kristan, Director of Tax Services, and diverse administrative staff who support operational excellence. Committed to personalized, efficient client service, Beckley & Associates leverages expertise in tax planning, advisory services, and innovative technologies, fostering strong community ties and professional development to deliver tailored financial solutions.
