Beta Wealth Group, an independent wealth management firm providing personalized planning and institutional-quality investment management, has announced the launch of Beta Wealth Group Tax & Accounting, a separate CPA-led firm under common ownership. Bringing together tax planning, accounting and business support, the new firm extends the Beta Wealth experience into an area that touches nearly every major decision clients make about their wealth.
Beta Wealth Group Tax & Accounting provides clients with a new way to approach taxes as part of their broader wealth strategy. With five core areas of service, including tax preparation and planning, fractional CFO support, bookkeeping, financial statement preparation and attest services, the CPA-led team can coordinate with a client’s wealth managers and other professional advisers when appropriate and authorized by the client.
The new firm brings tax expertise to decisions involving investments, retirement distribut
