Tax Strategy · Fractional CFO · Nationwide

More than just taxes and finance.
Your trusted partners — dedicated to helping you grow.

A team built to bring tax, finance, and legal expertise under one roof — led by a licensed attorney with unlimited IRS representation rights, paired with a fractional CFO who has spent over a decade leading finance for growing businesses.

Every project is priced so the tax liability savings and financial clarity exceed the cost of our fees.

Schedule a Free Strategy Session Download the Tax Planning Guide
  • Licensed Attorney
  • Unlimited IRS Representation Rights
  • 10+ Years CFO Experience

What we do

Four ways we move your numbers forward.

Tax, finance, and legal expertise from a single advisor — calibrated to your business, priced to deliver measurable return.

Tax Preparation

1040, 1120-S, 1120, and 1065 returns prepared with strategic intent — every position considered for its multi-year impact, not just this April.

Individual returns from $750 · Business returns from $2,000

Tax preparation services

Tax Advisory & Planning

Quarterly tax planning, S-Corp optimization, entity structuring, and multi-year strategy. Most engagements pay for themselves in the first year.

Engagements from $2,500

Tax advisory & planning
Most engaged

Fractional CFO

Cash flow management, financial reporting, KPI dashboards, and growth-stage strategy — the financial brain your business is missing, available a few hours a month.

Retained engagements from $750/month

Fractional CFO services

IRS Notice Assistance

CP14, CP2000, CP504, and other IRS letters — decoded and resolved before a notice becomes a problem. Handled by an attorney with unlimited IRS representation rights.

Scoped per matter

IRS notice assistance

Meet your principal

A licensed attorney and a fractional CFO — in the same advisor.

James Flecker · Founder & Principal Advisor

Most owner-operators end up assembling a team of three people to do what one engagement here delivers: a lawyer for the entity work, a CPA for the return, a finance lead for the operating cadence. The handoffs between them are where most of the value gets lost — or never realized in the first place.

Beaconshire collapses that team into one principal relationship. 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.

  • Licensed Attorney (Indiana)
  • IRS Circular 230 §10.3(a)
  • 10+ years in finance leadership
  • Serving clients nationwide
Read the full founder story
James Flecker, Founder of Beaconshire Advisory
James Flecker · Founder & Principal Advisor

How we work

A four-step engagement, built for measurable return.

  1. Discovery

    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.

  2. Strategy

    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.

  3. Implementation

    We execute — entity changes, tax filings, CFO cadence, financial systems. You get a single point of contact and a shared workspace, not a queue.

  4. Ongoing Partnership

    Quarterly reviews, year-end planning, real-time questions answered in days, not weeks. Most clients renew because the math keeps working.

In our clients’ words

Outcomes, in their language.

★★★★★
“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.”
Susan Frew, CSP Susan Frew Speaks · AI Keynote Speaker
★★★★★
“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.”
Earl & Brittany Gonzales Owners, Blue Sky Insurance Consultants
★★★★★
“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.”
Philip Moyer Moyer Total Indoor Comfort

Free download

The Year-End Tax Planning Guide for Entrepreneurs.

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.

The first conversation is free, candid, and useful — even if you don’t hire us.

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