Tax Strategy · Fractional CFO · Nationwide
Beaconshire Advisory is a nationwide advisory firm built around three practice groups — Tax Advisory, CFO Advisory, and Accounting & Compliance. Our clients stop coordinating three separate vendors and start working from one plan, backed by unlimited rights to represent them before the IRS in all fifty states.
Every project is scoped so the potential tax liability savings and financial clarity justify the cost of our fees — and if we don’t believe the math works in your favor, we’ll tell you before you engage.
What we do
Tax, finance, and legal capability under one roof — calibrated to your business, priced to deliver measurable return.
Group 01
Positions taken with multi-year intent — and the representation authority to defend them.
Planning engagements from $2,500
Returns from $750 individual · $2,000 business
Group 02
The finance function your business hasn’t hired yet, at the cadence it actually needs.
Retained engagements from $750/month
CFO Advisory practiceGroup 03
The tax-ready foundation every strategy and every CFO decision depends on.
Scoped per engagement · fixed fee quoted before work begins
Accounting & Compliance practiceThe Firm
Most owner-operators end up paying three professionals for fragments of the same problem: a lawyer for the entity work, a preparer for the return, a finance lead for the operating cadence. The handoffs between them are where the value gets lost — or never realized in the first place.
Beaconshire holds all three disciplines in-house, so nothing is lost in the handoff. The tax position is informed by the legal posture; the legal posture is informed by the financial reality; and the financial reality is read with a planner’s eye, not a preparer’s.
How we work
Four phases, run the same way on every engagement, so you always know what happens next and what it costs.
A free 45-minute strategy session. We listen, review your last return and statements, and identify the largest opportunities and risks before you commit to anything.
A written plan with quantified savings, prioritized actions, and a timeline. You see the math behind every recommendation — and our fee against the projected return.
We execute — entity changes, tax filings, CFO cadence, financial systems. You get a single point of contact and a shared workspace, not a queue.
Quarterly reviews, year-end planning, real-time questions answered in days, not weeks. Most clients renew because the math keeps working.
Client Outcomes
“Your guidance this year was always clear, strategic, and refreshingly jargon-free. I have nothing but highly positive things to say about your services to any prospective clients.”
“James consistently demonstrates a thoughtful and creative approach to achieving results, always keeping his clients’ best interests at the forefront. His commitment to service and his ability to simplify complex financial matters make him a trusted and invaluable partner.”
“I really appreciate everything you have done for us. We are definitely good to move forward with you. I can’t speak highly enough of everything you have done — and I am excited to keep moving forward.”
Common questions
All fifty. Beaconshire is a remote-first firm, and our authority to represent taxpayers before the IRS under Circular 230 §10.3(a) is not limited by geography. State filings are handled wherever your entities and nexus require them.
Practice leadership. Your tax positions, your return and your CFO work are handled by the principal — not routed to a seasonal preparer and not offshored. Where a matter calls for a specialist, such as a valuation analyst or a cost segregation engineer, we engage vetted independent professionals under our supervision and tell you exactly who they are.
Starting prices are published on every service page and on our pricing page. Every engagement is quoted as a fixed fee before work begins. We do not bill hourly, and we do not send surprise invoices.
In most cases, yes. We prepare and file returns, run the planning cadence, and represent you before the IRS. Where you have a long-standing preparer you want to keep, we work alongside them on advisory and fractional CFO scope.
Through an encrypted client portal, under a written information security plan, with access-controlled storage and multi-factor authentication. Taxpayer identifiers never travel as email attachments. Our practices are set out in full in our privacy policy.
Under 48 hours on any client question, and same day on anything carrying a statutory deadline.
Free download
A 12-page playbook covering the seven moves most overlooked by small business owners — and the deadlines that determine whether each one is still available to you this year.
If we’re not the right fit, we’ll tell you. If we are, you’ll leave the call with a clear picture of what we’d do and what it would cost.
Schedule Your Free Strategy Session
