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Schedule a complimentary consultation here and receive a handbook on our unique approach to lowering taxes and building wealth.

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Meet Robert J. Beck, CPA

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Meet Robert J. Beck, CPA

I get the question a lot, “Why did you transition from public accounting to wealth management?”

I love being a CPA and helping reduce taxes. However, in 2008 I watched a fellow CPA who I looked up to a lot delay his retirement. It was during that same time I saw clients investments go down while their taxes went up. 

I realized there is a gap between people’s wealth advisor and their CPA. At Wealth Management CPAs we help bridge that gap.

-Rob, Managing Partner

Our firm can provide you with comprehensive guidance through the twists & turns of life:

We’re proud to announce Wealth Management CPAs has been recognized by Accounting Today as “Top Firm by Assets Under Management” in the United States.

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