A CPA-led firm, under common ownership.
Beta Wealth Group Tax & Accounting, PLLC is a separate legal entity from the investment adviser. It exists because our clients repeatedly asked for tax work that stayed in conversation with the portfolio.
"It's not just what you make — it's what you keep."
At Beta Wealth Group, we are committed to doing all we can to help our clients in all phases of their financial journey. We believe that a large part of achieving your financial goals lies in the old adage — it's not just what you make, it's what you keep.
That is why we are proud to partner with Beta Wealth Group Tax & Accounting, PLLC. This new firm works closely in conjunction with Beta Wealth Group to provide clients with tax services ranging from preparation and planning to financial statement preparation and attest services. Headed by Zach Beucher, CPA, we are excited to move forward with this new partnership.
DISCLOSURE
Beta Wealth Group Tax & Accounting, PLLC is a separate legal entity under common ownership with Beta Wealth Group. Clients of the investment adviser are not required to use the affiliated tax firm and may obtain similar services from any qualified provider they choose.
What the tax practice does — and how it coordinates.
01
Tax preparation & proactive planning
Individual and business returns prepared with year-round planning built in — realization strategy, entity choice, and multi-year modeling.
02
Fractional CFO support
Financial leadership for owners who need CFO-level judgment without a full-time hire — reporting, capital planning, and operational review.
03
Bookkeeping
Accurate, timely books built for decision-making, not just filing — the foundation for planning and attest work.
04
Financial-statement preparation
GAAP-quality statements prepared for lenders, investors, and internal review.
05
Compilation, review, & audit
Attest services delivered under professional standards — matched to the level of assurance the situation actually requires.
Speak with the CPA-led team.
Zachary Beucher, CPA
Founding Member · Beta Wealth Group Tax & Accounting, PLLC