Beckley & Associates PLLC

As we "spring forward", it's an ideal moment to refresh your financial outlook. Whether you're managing personal finances or running a business, a little financial spring-cleaning can set the stage for a successful year ahead. https://lnkd.in/gtQ_VtM7

☕ The Great Coffee Debate: Office Edition ☕ We’re stuck in an office debate, and we need YOUR help to settle it once and for all! When things get busy, how do YOU fuel up? Vote below and let us know: 🖤 Black Coffee 🍦🍯 Cream & Sugar ☕✨ Fancy Drinks (Latte/Mocha) 🫖🍵 Tea All the Way Drop your vote and tell us in the comments if we missed your go-to! Are you Team Coffee or Team Tea? 👇 Help us decide! #CoffeeDebate #Coffee #Tea #BusySeason #Fuel

At Beckley & Associates, our greatest motivation comes from witnessing our clients achieve their financial dreams. In this video, Juliette shares the joy she feels when clients achieve their financial goals. Your success is our passion. #FinancialGoals #ClientSuccess #FinancialDreams #WealthManagement

🔍 Roth IRA vs. Traditional IRA: What’s Right for You? Planning for retirement can be confusing, especially when it comes to choosing the right IRA. Here’s a quick breakdown: 🏦 Traditional IRA: Contributions may be tax-deductible now, but withdrawals are taxed in retirement. 💼 Roth IRA: Contributions are made with after-tax dollars, but withdrawals are tax-free in retirement. Understanding the difference can help you make smarter financial decisions for the future. Need personalized guidance? We’re here to help. #RetirementPlanning #IRATips #FinancialPlanning #TaxTips #FocusOnWhatMattersMost #Accounting #Retirement #RetirementSavings #Savings #RothIRA #IRA

The Latest Beckley Bulletin is Here! Read it here: https://lnkd.in/gsdpdzUJ Want to stay in the loop? Click ‘Subscribe’ at the top left.#Newsletter #BeckleyBulletin #CPA #AccountingExcellence #Accounting #FinancialLiteracy #FinancialUpdates #

Navigating Required Minimum Distributions (RMDs) is crucial for retirees to minimize taxes and safeguard wealth. Our latest blog article offers clear strategies on managing large IRA balances, understanding RMD timelines, utilizing Qualified Charitable Distributions (QCDs), and aligning Social Security timing with RMD planning. These insights can help retirees make informed decisions and optimize their retirement strategies. https://lnkd.in/gk8qUkhJ #retirementplanning #retirement #retirementstrategies #retirementsavings #RMDs #RBDs

Avoid These Common Tax Mistakes! Missing deadlines, making errors in your information, or overlooking deductions can cost you big. Here are a few tips to keep in mind: ☑️ Mark key tax dates and set reminders. Don’t miss the deadlines! ☑️ Double-check your forms to avoid errors. ☑️ Track your expenses and know your eligible deductions. ☑️ Don’t forget state-specific taxes and credits! Stay organized, stay informed, and avoid these common mistakes. For more details, check out the PDF below! #TaxTips #FinancialSuccess #TaxPlanning #TaxMistakes #Accounting #TaxPreparation #CPATips #TaxAdvice #TaxStrategies

🎶 Your Ultimate Tax Time Playlist 🎶 Need some motivation to tackle tax prep? We’ve got you covered with a fun, tax-themed playlist to help you power through. Whether you’re crunching numbers or organizing receipts, a good tune can make it all a little easier! What’s your go-to song for staying productive during tax season? Drop your favorites in the comments—we’d love to add to the playlist! 👇 #TaxSeason #TaxDeadline #Playlist #GetItDone #Tax #CPA #TaxTime #SmallBusiness #TaxTips #TaxHumor #DeadlineCrunch #MusicToWorkTo #MusicPlaylist #CPA #FocusOnWhatMattersMost

🎬 Starting a business? Don’t let taxes trip you up! Check out our top 3 tax tips to get your start-up off on the right foot. Watch now to learn how the right structure, organized expenses, and quarterly tax planning can make all the difference. Need help? Contact our team: https://ow.ly/6Zrg50UIW0C #StartUpEssentials #TaxTips #FocusOnWhatMattersMost #BusinessTips #SmallBusinessSupport #StartupAdvice #TaxPlanning #BusinessStructure #StartupSuccess #TaxStrategy

Did you know that 45% of startups fail within three years? Too many founders get bogged down by trying to manage every aspect of their business, losing valuable time on the tasks they dread. Are you ready to position your startup for success? Let our experienced team handle your accounting needs while you focus on leading the business you love. 💡 What’s the most time-consuming task you wish you could hand off? Share your biggest business challenge in the comments—we’d love to hear your story! Contact us today for a discovery call: https://lnkd.in/gRgixRbn #Startup #BusinessStartup #BusinessSucess #BusinessPlanning #StartupSuccess #Entrepreneurship #BusinessGrowth #BeckleyAndAssociates #FocusOnWhatMattersMost