ESTATES & TRUSTS

Wealth management

You can rest assured that Beasley, Mitchell & Co. will manage your assets as if they were our own.

Trusts. Estates. Gifts.

Our firm will assist you in developing and coordinating a strategy to transfer property to desired beneficiaries in a way that fulfills your goals and objectives while minimizing the effect of estate taxes. Our firm is compassionate and provides expert preparation of federal and state gift, trust, and estate tax returns. You can rest assured that with Beasley, Mitchell & Co's staff is working while you enjoy peace of mind that your assets are being managed well.

Property

Estates

Do you have valuable property that requires you to pay additional taxes? Beasley, Mitchell & Co. have decades of experience assisting clients comply with local and federal laws.

Wealth Management

Trusts

Trusts can be a great way to manage your assets and ensure they get to your heirs. If you have wealth or property you want to be put in a trust, call Beasley, Mitchell & Co. today.

Gifts

Gift Taxes

Gift tax laws are complicated and you should consult with one of our professionals anytime you give more than $15,000.

Other Services

We Provide Best Possible Solutions to Give Your Business a Competitive Edge

Beasley, Mitchell & Co. is a one-stop-shop for taxes, accounting, bookkeeping, and business consulting.  We can quickly and accurately prepare and file any tax obligations you may have.

Pensions, gifts, estates, trusts, non-profit organizations, etc. – We got you covered! We offer a full range of services designed to alleviate the burden of managing your assets and responsibilities. At the same time, you can be confident our staff continuously monitors federal, state, and local laws, rapidly adjust to changes. Beasley, Mitchell, & Co. have been adapting to change for more than 30 years, including assisting with the loan programs made available by the COVID-19 pandemic.

Beasley, Mitchell & Co. is a one-stop-shop for taxes, accounting, bookkeeping, and business consulting. We can quickly and accurately prepare and file any tax obligations you have.

Our CPAs, accountants, and lawyers keep up with local, state and federal laws. You be rest assured that we can offer the legal advice you need in regards to taxes.

We can facilitate a one-day session for our clients that is designed to clarify where your business stands. We can help identify goals, opportunities, draw-up marketing and action plans, create strategic financial models, define key performance indicators, structure your time more efficiently, provide better direction and leadership, and achieve real control.

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