Beacon Tax Solutions, LLC.

Beacon Tax Solutions, LLC. Services that we provide include: income tax, payroll, bookkeeping, representation, tax planning and consulting What are you doing now? So, what am I doing now?
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I have heard that question a thousand times, if not more. Many times, it’s a simple question from friends or faraway family wanting to catch up since we last saw each other. I've been asked that question by friends exploring opportunities to plan some downtime. Mostly, I've been asked that question when I get a “brilliant” idea that I begin to implement without explanation while others observe in

confusion and exasperation. Many of these “brilliant” ideas were ones that seemed quite genius to me at the time but others saw differently. The most satisfying times of my professional life have been when I've used my education, experience and expertise to provide my clients with information and analysis empowering them to make the best financial decisions for themselves. That’s what I’m doing now. I am combining 30+ years of education, experience (professional and life) and expertise to do something that allows me to do what I’ve always enjoyed doing…..what I've always wanted to do in my career……help people. My, how noble and altruistic that sounds!! Actually, it’s quite selfish. I only want to help people because that’s what makes me happy….makes me feel good in a world where sometimes it’s a challenge to find happiness. How do I intend to do this? Am I a real estate appraiser? Am I an enrolled agent or tax accountant? Yes, and no. I am and will continue to be a Pennsylvania Certified General Real Estate Appraiser. I am and will continue to be an Enrolled Agent. And, I’m still evolving. Life has taken me through having some financial success to wondering where my next penny is coming from. I've experienced working my first job to building a business; leaving a job and having a business fail; living debt free and drowning in debt; the financial challenges of starting a family and raising kids; the financial challenges of divorce; helping aging parents and relatives wade through a more complex financial world than they were exposed to during their lifetimes; settling the estate of a loved one; and worrying, planning, strategizing, for all of life’s “stages” from just starting out to leaving this world. I still have stages to experience……mostly, retirement and estate planning. I’m still evolving. So what does all this rambling mean for my clients? It means that I have collected the education, experience, expertise and skills to help you navigate the complex financial world we live in. Many, if not most people, have a significant amount of their life’s work tied up in real estate……from your home to the family farm to an investment for business or wealth accumulation. Real Estate is a significant asset for you to manage in the big picture. Making money is relatively simple. Keeping it is not. Much of our earnings are spent on taxes…..federal, state, local income taxes, real estate taxes, sales tax, etc. Even the IRS clearly states that you are obligated to only pay the minimum tax prescribed by law. They forget to tell you that the tax code in printed form is almost 74,000 pages and growing! Managing and planning your taxes will help you keep more of what you make. It means I've learned what my talents are and when to refer to a “specialist” (CPA, attorney, etc.). It also means that I can use what I've learned along the way to help you through your financial life stages. It means I will use what I have available to me to help you meet your financial goals. It means I want to offer your what I've obtained to help you keep and grow more of what you've worked for. It means that I'd be honored to walk beside you to help you get to where you want to be. That's what I'm doing now.

Welp…..tax season isn’t finished keeping us on our toes.We’re seeing reports from other tax professionals around the cou...
04/26/2026

Welp…..tax season isn’t finished keeping us on our toes.

We’re seeing reports from other tax professionals around the country of IRS processing glitches involving unexpected refunds, withdrawals, and notices. At this time, none of our clients have reported being impacted.

This does not appear to be a data breach — it appears to be a processing issue.

If you receive:
• an IRS refund you weren’t expecting
• an IRS withdrawal that doesn’t match what you authorized
• or a notice that doesn’t make sense

Don’t panic — and don’t spend unexpected refund money. Contact our office first so we can help you determine what’s legitimate and what needs corrected.

This is exactly why having a year-round tax professional matters. We’re here when things don’t go according to plan. And, we always have your back!

This week, I used AI twice for quick answers on tax questions I was researching. Both times it was confidently wrong — n...
04/25/2026

This week, I used AI twice for quick answers on tax questions I was researching. Both times it was confidently wrong — not slightly off…totally and completely wrong. And, it ARGUED with me....until I proved it wrong. Then it responded "you're right. I'm wrong." Oh, if only that would happen with my kids! haha Anyway......

That’s the problem with AI and DIY tax software — they can make tax law feel far simpler than it actually is. And most people assume their return is “simple” until something gets missed.

A return can get more complicated faster than people realize: side income, a rental, investments, marketplace insurance, dependents, selling property, retirement distributions, a small business, multi-state income… the list goes on.

Meanwhile, tax professionals are required to rely on actual authority when advising clients — tax code, regulations, court cases, IRS guidance — not whatever answer an algorithm spits out.

And now the IRS is increasing its own use of AI to flag returns while simultaniously losing their most experienced staff. That’s a good reminder that accuracy matters. I literally spent years learing the rules, interpretting the tax law and how to apply it....even with basic "simple" returns.

My tax mentor always said don't rely on the computer. AI is proving him right!!! Good tax preparation isn’t just filing a return—it’s reducing risk, catching problems early, and helping you sleep better when the IRS looks at your return....and they or their computers look at EVERY one.

Just looking at the raw numbers, less than 1% of filers have been audited by the IRS in recent tax years. Based on the latest data available, for example, in tax year 2021 the IRS pursued a mere 0.3% of filers overall.

Hi everyone — quick update as we head into the filing deadline.Right now, all focus is on completing returns and filing ...
04/15/2026

Hi everyone — quick update as we head into the filing deadline.

Right now, all focus is on completing returns and filing extensions to make sure every client is protected and nothing is missed.

If you’ve already sent your information and haven’t heard back yet, please know you are on my list and I am actively working through everything. Your return or extension will be handled appropriately.

Michael and McKayla have also been working alongside me behind the scenes to keep everything moving and make sure nothing falls through the cracks.

Because of the volume and time-sensitive nature of today, I’m not able to return calls, texts, or answer “quick questions” right now.

Messages will be returned once the deadline work is complete.

Thank you for your patience — it allows me to make sure everything is handled correctly for you.

Yup! I argue with it all the time. Figured I ask a question to refresh my memory...but mostly for entertainment (yup, ...
04/06/2026

Yup! I argue with it all the time. Figured I ask a question to refresh my memory...but mostly for entertainment (yup, tax nerd here). It gives me the wrong answer........I say check again....Gives me a different answer. Then I tell it the answer. Oh,
'you're right to call me out", says AI. Guess I won't be retiring anytime soon! hahaha

https://www.facebook.com/share/p/18HeZHzFNx/

USERS BEWARE: Taxpayers should not rely on AI-generated responses to complex tax questions or tax return calculations. Learn more about warnings to ensure your tax security at: irs.gov/dirtydozen

Scam alert heads up.........Momma Bear button pushed. Don't mess with my clients!Every year it's something....IRS is se...
03/19/2026

Scam alert heads up.........

Momma Bear button pushed. Don't mess with my clients!

Every year it's something....IRS is sending a bunch of “refund rejected” letters (CP53E) out right now. So are scammers....one of the hottest new how to annoy people and steal their identity scams.

Some are legit. Some are scams.

To make it even worse, the IRS has been directed to send refunds electronically unless there are special circumstances....no more paper checks....well, a paper check is now very rare.

AND, they decided...because tax season isn't miserable enough yet for most people...to change the format, fonts and who the hell knows what else on the notice. So now, a lot of the normal things that are on a notice aren't there anymore or are in a different place and they've added new things. It's even harder to tell real from fake notices.

When in doubt, send it to me before you do anything! That's what we're here for.

This is exactly why having someone in your corner matters — even on a “simple” return. We got your back.

Small business owners:If your books feel like this right now, you’re not alone.It happens every tax season. A quick not...
03/04/2026

Small business owners:
If your books feel like this right now, you’re not alone.

It happens every tax season.

A quick note for small business owners.

Every tax season I meet people who worked incredibly hard all year but aren’t sure what their actual profit was.

Not because the business wasn’t doing well — but because the bookkeeping never quite got organized.

Things I see a lot this time of year:

• transactions still uncategorized
• personal expenses mixed into business accounts
• payroll totals that don’t match filings
• no clear picture of profit

When that happens, tax preparation turns into detective work.

If you run a small business, the best thing you can do for yourself is keep the books reasonably clean during the year. It reduces stress more than anything else when tax season arrives.

And if your books got a little messy this year, don’t panic — it happens more often than people think.

Time files when you're having fun! Are you ready?
03/03/2026

Time files when you're having fun! Are you ready?

Don't have time for this stuff? Drop them off...we got you.
02/28/2026

Don't have time for this stuff? Drop them off...we got you.

02/26/2026
02/26/2026

wants all taxpayers to be aware that any paid tax preparer must sign and include their PTIN on your tax return. This tax filing season be wary of ghost preparers who don’t sign returns and vanish with your information and money. 👻 https://ow.ly/OIEa50YlhaG

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Mount Union, PA
17066

Telephone

(814) 599-5476

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