What tax services does Beta Wealth Group® offer?

Through Beta Wealth Group® Tax & Accounting, PLLC - a separate CPA-led entity under common ownership - clients have access to tax preparation and planning, bookkeeping, financial statement preparation, attest services, and fractional CFO support. This allows for highly coordinated tax and investment strategy under one advisory relationship.

What is the benefit of having my wealth manager and CPA work together?

When investment management and tax strategy are coordinated, it opens up further avenues for saving - tax-loss harvesting, asset location, Roth conversion timing, charitable giving strategies, and distributions can all be optimized together. This integrated approach can significantly reduce the tax drag on a portfolio over time.

What is a fractional CFO and who needs one?

A fractional CFO provides high-level financial oversight and strategic guidance on a part-time or as-needed basis - appropriate for business owners, entrepreneurs, or individuals managing complex financial structures who need CFO-level expertise without a full-time hire. Services typically include cash flow management, financial reporting, budgeting, and strategic planning.

Does Beta Wealth Group® handle tax planning for business owners?

Yes. Beta Wealth Group® Tax & Accounting works with business owners on entity structuring, multi-entity tax preparation, pass-through income planning, retirement plan optimization, and coordination of business and personal tax strategies.

Can Beta Wealth Group® help with multistate tax situations?

Yes. For clients with income, property, or business interests in multiple states - common for Park City-area clients with second homes or business operations in other states - Beta Wealth Group® Tax & Accounting handles multistate tax preparation and planning.

Is the tax and accounting firm the same entity as Beta Wealth Group®?

Beta Wealth Group® Tax & Accounting, PLLC is a separate legal entity under common ownership with Beta Wealth Group®, Inc. It operates as an independent CPA firm and is not an SEC-registered investment adviser. Clients are not required to use the tax services and may obtain similar services from other providers.

Professional CPA-led Tax, Accounting, Consulting, and Audit Services You Can Trust

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Our path has been shaped by experience and integrity. We stay true to our values while providing thoughtful, dependable tax solutions designed for the long term.

That’s why we built our firm around a simple idea: accounting and tax support that should be proactive, clear, and connected to the decisions that matter most—your investments, real estate, business interests, and important life events.

Tax Accounting Services

Tax Prep & Planning

Fractional CFO

Bookkeeping

Financial Statements

Attest Services

Tax Prep & Planning Fractional CFO Bookkeeping Financial Statements Attest Services

Tax Prep & Planning in Park City and San Diego

Tax preparation demands more than basic accuracy—it requires strategic coordination, foresight, and a deep understanding of your full financial picture. Our team provides sophisticated return preparation alongside proactive Park City tax planning services designed to preserve wealth, manage risk, and uncover valuable opportunities. From multi-entity business structures and complex investment activity to trusts, philanthropy, and multistate considerations, every detail is reviewed with precision.

Whether you need a trusted tax consultant in Park City, UT, or expert guidance in San Diego, we work closely with your broader advisory team so that your tax strategy aligns seamlessly with your estate plans, business interests, and long-term goals.

Beta Wealth Group Tax & Accounting, PLLC is a separate legal entity from Beta Wealth Group, Inc. The two firms may coordinate their services when appropriate and with client authorization.

Tax Planning That's Connected to Your Wealth Management

Tax planning can be an important part of a broader financial strategy. When appropriate, our tax professionals coordinate with your wealth management team to consider the tax implications of investment and financial planning decisions. Decisions regarding asset allocation, capital gains harvesting, retirement distributions, and real estate transactions all carry significant tax implications.

When your tax consultants and wealth managers coordinate proactively, you benefit from unified financial oversight. We consider tax implications that may arise from investment and financial planning decisions and identify opportunities to improve tax efficiency over time. When appropriate, we coordinate with your wealth management and other professional advisors to help ensure tax considerations are incorporated into the broader financial planning process.

Fractional CFO Support in Park City and San Diego

Managing substantial wealth or growing enterprises often requires the structure and discipline of a dedicated financial team. Our fractional CFO services provide centralized financial oversight, bringing organization, executive-level reporting, and strategic direction to your balance sheet. We help clients in Park City and San Diego gain a clear view of assets, cash flows, and obligations while establishing processes that support long-term continuity.

Sitting at the center of your advisory network, we align accountants, attorneys, bankers, and investment professionals to bring rigorous analysis and proactive strategy to business exits, purchases, liquidity management, and generational transfers.

Bookkeeping

Clear, reliable books are the foundation of every successful business. Our bookkeeping services provide accurate, timely financial records that give you confidence in your numbers and visibility into how your company is truly performing. From transaction coding and account reconciliations to monthly reporting, we keep your financials organized, up to date, and ready whenever you need them.

We support busy owners who would rather focus on running and growing their businesses than managing day-to-day accounting tasks. With consistent processes and responsive communication, we deliver reports that help you understand cash flow, monitor profitability, and make informed decisions. Whether you are preparing for tax season, meeting with lenders, or planning your next move, you’ll have dependable information at your fingertips.

Financial Statement Preparation

Strong operations start with clear financial visibility. Our financial statement preparation services turn your accounting data into timely, reliable reports that help you run the business day to day. By delivering accurate income statements, balance sheets, and cash flow reports, we equip you to monitor margins, manage expenses, and understand the drivers behind your results.

Our team helps you prepare financial statements and guides you in their use. With consistent reporting and practical insight, you can evaluate productivity, control costs, plan staffing, and allocate resources with confidence. Whether you are refining budgets or tracking performance against goals, you will have numbers you can trust and guidance to help translate them into action.

Attest Services

Independent assurance adds credibility to your financial information and confidence for the people who rely on it. Our attest services provide objective, thorough evaluations of your financial statements—helping lenders, investors, and stakeholders rely on the accuracy and completeness of what you report. Whether you need a compilation, review, or full audit, we deliver a disciplined process and clear communication from start to finish, performed in accordance with applicable professional standards, including SSARS, SAS, SSAE, and—when required—PCAOB standards.

We align our work with U.S. GAAP and the relevant reporting framework to help you meet financial reporting requirements with clarity and consistency. We view an attest engagement as more than a compliance exercise—it’s an opportunity to strengthen financial operations. Along the way, we may identify process improvements, highlight potential risks, and offer practical recommendations that can enhance internal controls and reporting reliability. The result is a smoother experience today and a stronger organization for the future.

Contact

435-772-9909

zach@betawealthgrouptax.com

Disclosure: Beta Wealth Group Tax & Accounting, PLLC ("BWG Tax") is a separate legal entity under common ownership with Beta Wealth Group, Inc. BWG Tax provides tax and accounting services and is not a SEC-registered investment adviser. Because of this affiliation, Beta Wealth Group® and its personnel may have a financial incentive to recommend BWG Tax's services. Clients are under no obligation to use BWG Tax and may obtain similar services from other providers.

Frequently Asked Questions

Through Beta Wealth Group® Tax & Accounting, PLLC - a separate CPA-led entity under common ownership - clients have access to tax preparation and planning, bookkeeping, financial statement preparation, attest services, and fractional CFO support. This allows for highly coordinated tax and investment strategy under one advisory relationship.
When investment management and tax strategy are coordinated, it opens up further avenues for saving - tax-loss harvesting, asset location, Roth conversion timing, charitable giving strategies, and distributions can all be optimized together. This integrated approach can significantly reduce the tax drag on a portfolio over time.
A fractional CFO provides high-level financial oversight and strategic guidance on a part-time or as-needed basis - appropriate for business owners, entrepreneurs, or individuals managing complex financial structures who need CFO-level expertise without a full-time hire. Services typically include cash flow management, financial reporting, budgeting, and strategic planning.
Yes. Beta Wealth Group® Tax & Accounting works with business owners on entity structuring, multi-entity tax preparation, pass-through income planning, retirement plan optimization, and coordination of business and personal tax strategies.
Yes. For clients with income, property, or business interests in multiple states -common for Park City-area clients with second homes or business operations in other states - Beta Wealth Group® Tax & Accounting handles multistate tax preparation and planning.
Beta Wealth Group® Tax & Accounting, PLLC is a separate legal entity under common ownership with Beta Wealth Group®, Inc. It operates as an independent CPA firm and is not an SEC-registered investment adviser. Clients are not required to use the tax services and may obtain similar services from other providers.
Combining tax planning and wealth management in Utah and California will allow your investment and tax strategies to work in harmony. Proactive coordination minimizes portfolio tax drag, optimizes retirement withdrawals, and identifies tax-efficient growth opportunities year-round.
A dedicated tax consultant provides specialized guidance on multi-entity structuring, local and multistate tax compliance, and strategic business deductions, helping you reduce tax liability while aligning business finance with personal wealth goals.
Our Park City tax planning services cater to high-net-worth individuals, entrepreneurs, real estate investors, and family offices who manage complex assets, multiple income streams, and significant business interests that require a proactive, year-round strategy.
A fractional CFO provides executive-level financial strategy, cash flow management, and advisory oversight without the overhead cost of a full-time C-suite executive, offering scalable, high-level financial leadership for growing enterprises.