Beacon Tax and Estate Services Inc.
About Us
At Beacon Tax we help clients navigate tax, estate, and trust administration. We understand that needs vary, so we offer a variety of services: estate and trust administration assistance, specialized tax preparation, personal and business income tax preparation.
Led by an Enrolled Agent, our team has over 30 years of combined experience. As part of our professional services, we utilize Lackner 6-in-1 Estate and Trust Administration and EstateVal software. Beacon Tax is equipped to integrate with your established team or become a trusted partner in growing your business.
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Lisa M. Bierlein, EA
President
Lisa has over 28 years of experience as an estate and trust paralegal, investment advisor, and most recently as an estate and trust tax officer. She enjoys using her extensive background to help legal professionals, financial professionals, and fiduciaries. Helping others grow their skillset through training is especially gratifying for Lisa. She is an Enrolled Agent, the highest credential the IRS awards.
(814) 933-2620
Photo by Jenna M Photography
Grace Harrison
Operations Director
Grace provides tax preparation within the IRS Annual Filing Season Program. She manages our daily operations, including marketing, client relations, and account management. Grace brings over 8 years of financial experience to the business. She has a Bachelor's Degree in Communication from Lock Haven University of Pennsylvania, and is a QuickBooks Certified Bookkeeper.
(814) 933-4754
Photo by Jenna M Photography