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. Whether you are a law firm in need of skilled assistance or recently lost a loved one and don't know where to start, we can help.

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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.