Beta Wealth Group Launches CPA-Led Tax & Accounting Firm
Beta Wealth Group has launched Beta Wealth Group Tax & Accounting, PLLC, a new CPA-led firm under common ownership. This expansion aims to integrate tax planning and accounting services into the broader wealth management experience for clients. The new offering includes five core areas of service: tax preparation and planning, fractional CFO support, bookkeeping, financial statement preparation, and attest services. The launch is intended to provide a more comprehensive approach by addressing tax considerations throughout the year alongside major client decisions involving investments, retirement distributions, capital gains, real estate, business interests, charitable giving, and estate planning. The firm's CEO emphasized that taxes influence nearly every significant financial decision clients make, so integrating this expertise into ongoing conversations enhances strategic outcomes. The new services are available through Beta Wealth Group’s CPA-led team and aim to provide greater visibility for business owners while offering independent evaluations of financial information for stakeholders such as lenders and investors.
