Beta Wealth Launches Tax and Accounting Practice
Beta Wealth Group has launched Beta Wealth Group Tax & Accounting, a certified public accountant (CPA)-led entity offering tax compliance, planning, CFO services, bookkeeping, financial statement preparation, and attest engagements. The new division aims to integrate tax expertise into wealth management decisions by providing executive-level oversight in areas such as cash flow, budgeting, and strategic forecasting. The service lines include fractional CFO assistance for business owners and enterprise clients, along with routine accounting functions that enhance transparency of financial performance. Attest services cover audits, reviews, and compilations to support stakeholders like investors and lenders. The division also offers tax advisory in areas such as capital gains, estate planning, investment portfolios, retirement strategies, and philanthropy. CEO Jodi Vleck emphasized the importance of addressing taxes alongside major wealth decisions, aiming for a more integrated approach that supports clients during key financial moments.
Topics: Accounting Tax Services Wealth Management