Group 01
Tax Advisory
Planning, preparation, entity structuring and representation before the IRS — positions taken with multi-year intent and the authority to defend them.
James FleckerPractice Leader
The Firm
Built to hold three disciplines in one accountable engagement.
Beaconshire Advisory is a remote-first advisory firm serving entrepreneurs, closely held businesses and high-net-worth individuals in all fifty states. We organize the work in three practice groups and lead every engagement from the top.
Why the firm exists
Most owner-operators are paying three professionals for fragments of the same problem.
A lawyer structures the entity without seeing the return. A preparer files the return without seeing the operating plan. A bookkeeper closes the month without knowing which positions depend on how it was coded. Each is competent. None of them is accountable for the result.
Beaconshire was built to remove those seams. 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 rather than a preparer’s. One firm, one plan, and one party accountable for whether the math actually worked.
How the firm is organized
Three practice groups.
Each group has its own scope, deliverables and engagement cadence. Most clients retain two.
Group 02
CFO Advisory
Cash flow, forecasting, FP&A, KPI reporting and exit readiness — the finance function a growing company needs before it can justify hiring one.
James FleckerPractice Leader
Group 03
Accounting & Compliance
Monthly close, payroll, entity filings and nonprofit compliance — the tax-ready foundation everything else is built on.
James FleckerPractice Leader
Practice Leadership
Who does the work.
Admissions & Authority
- Licensed attorney, State of Indiana
- Practitioner under IRS Circular 230 §10.3(a)
- Unlimited representation rights, all 50 states
- IRS-authorized e-file provider
James Flecker
Founder · Practice Leader, Tax & CFO Advisory
James Flecker founded Beaconshire Advisory to close the gap that costs owner-operators the most: the space between the lawyer who structures the entity, the preparer who files the return, and the finance lead who runs the operating cadence.
He is a licensed Indiana attorney holding a Juris Doctor and a Master of Business Administration, and practices before the Internal Revenue Service with unlimited representation rights in all fifty states. His work spans corporate tax leadership, national tax advisory and finance operations — from reconstructing years of delinquent corporate filings to standing in as the finance function for companies preparing to raise or sell.
- Areas of Expertise
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- Entity structuring, S-Corp election and multi-entity design
- Multi-year tax positioning and quarterly planning
- IRS examination, notice response and representation
- Delinquent filing reconstruction and net operating loss sequencing
- Reasonable compensation studies and accountable plans
- Fractional CFO leadership, FP&A and cash forecasting
- Industry Experience
- Professional services firms · Real estate investors and short-term rental operators · E-commerce and direct-to-consumer brands · Healthcare practices · Nonprofit and exempt organizations · Closely held trades and contracting
- Representative Engagements
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- Reconstructed multiple years of delinquent federal and state corporate returns for a regional contractor, sequencing accumulated losses against the highest-exposure years
- Restructured a combined real-estate and operating-company group across multiple entities and states
- Designed an S-Corp conversion and defensible owner compensation study for an insurance consultancy
- Served as retained fractional CFO through a growth-stage financing and lender diligence
- Education & Credentials
- Juris Doctor · Master of Business Administration · Licensed attorney, State of Indiana · Practitioner under IRS Circular 230 §10.3(a) with unlimited representation rights
How engagements are staffed
Principal-led, by design.
The thing most firms leave unsaid, we publish — because for the clients we want, it is the reason to hire us.
01
The person who sells it does it
At most firms the partner wins the engagement and an associate does the work. Here, the person who reads your return is the person who argues your position in front of the IRS.
02
One thread, one owner
A single point of contact, a shared workspace and a named owner on every deliverable. No ticket queue, and no handoff between a planning team and a filing team.
03
Specialists on call, under supervision
When a matter calls for a valuation analyst, a cost segregation engineer or state-specific counsel, we engage vetted independent professionals under our supervision — and tell you exactly who they are and what they cost.
You will not be the client who gets the junior. There isn’t one.
How we work
The Beaconshire Method.
Four phases, run the same way on every engagement, so you always know what happens next and what it costs.
Discovery
A free 45-minute strategy session plus a read of your last return and statements. We name the largest opportunities and the largest risks before you commit to anything.
Strategy
A written plan with quantified savings, prioritized actions and a timeline. You see the math behind every recommendation, and our fee set against the projected return.
Implementation
We execute — elections, filings, entity changes, the CFO cadence, the systems. One point of contact and a shared workspace, not a queue.
Stewardship
Quarterly reviews, year-end planning and questions answered in days, not weeks. Most clients renew because the math keeps working.
Operating standards
What you can hold us to.
Fixed fees, quoted first
Every engagement is scoped and priced before work begins. We do not bill hourly and we do not send surprise invoices.
Under 48 hours
Our standard response time on any client question, and same day on anything carrying a statutory deadline.
Encrypted by default
Client documents move through a secure portal with access-controlled storage and multi-factor authentication. Taxpayer identifiers never travel as email attachments.
The math, in writing
Every recommendation arrives with the arithmetic behind it and our fee set against the projected return.
Start with a Position Review.
A fixed-fee diagnostic of your entity, elections, compensation, books and last three returns — delivered as a written memo, credited in full against any engagement that follows.
Schedule Your Free Strategy Session