How it works
A calm, organized tax season.
Beacon runs on a defined process and modern tools, so you always know what's happening, what's needed from you, and when your return will be done.
The process
Four steps from hello to filed.
Introductory call
A 20 to 30 minute conversation about your situation, what you need, and how Beacon works. If it's a fit, we'll outline the scope and next steps.
Engagement & onboarding
You'll receive an engagement letter and fee quote to sign electronically, access to secure document upload, and a checklist tailored to your situation.
Preparation & review
Once your documents are in, your return is prepared and carefully reviewed. Questions come to you in one organized list, not a dozen scattered emails.
Walkthrough, filing & next year
We walk you through the results, you approve and e-sign, and we file. Then we note planning opportunities for the year ahead.
A typical year
What to expect, month by month.
- Oct – DecNew-client onboarding, year-end planning, and last-chance moves before December 31.
- JanuaryQ4 estimated payment due January 15. Your personalized checklist arrives.
- Feb – MarW-2s, 1099s, and K-1s come in. Upload as they arrive. Business returns are due March 15.
- Mar – AprPreparation, review, walkthroughs, and filing. Individual returns are due April 15.
- SummerExtended returns are finished, and mid-year check-ins catch changes early.
“The best time to start working with a new CPA is the fall before tax season. There's room to get to know your situation and still time to make moves that lower your bill.”
Built for convenience
Modern tools, personal service.
Secure document exchange
Upload documents through an encrypted portal instead of email. You can see what's been received and what's still outstanding.
Electronic signatures
Engagement letters and e-file authorizations are signed online in minutes, from any device.
Meet your way
Sit down in person in Chapel Hill, or meet by video from home or the office. Whatever fits your schedule.
FAQ
Questions new clients often ask.
When should I reach out about the 2027 tax season?
As early as you can. Fall and early winter are ideal: there's time for a proper introduction, year-end planning before December 31, and a smooth start once your forms arrive. New-client availability narrows as January approaches.
What do I need for the introductory call?
Nothing formal. It helps to have last year's return handy and a rough idea of what changed this year, such as a new job, a move, a home purchase, or a new business.
Do I ever need to come in person?
Only if you'd like to. Many clients work with Beacon entirely online through secure upload, e-signature, and video meetings. Local clients are always welcome to meet in person.
What if I'm behind on prior-year returns?
It's more common than you'd think, and it's fixable. We'll help you understand what's outstanding, get caught up in a sensible order, and handle any related notices.
Will I be able to reach someone during tax season?
Yes. Clients have a direct line to the CPA handling their work, and questions get answered by someone who already knows the file.
Accepting new clients
Now accepting new clients for the 2027 tax season.
New-client availability is limited, and the calendar fills as January approaches. Schedule a short introductory call to see whether Beacon is the right fit for you.