Beta Wealth Group Launched Tax and Accounting Firm

The SEC-registered investment adviser has opened a CPA-led unit to integrate tax strategy with wealth management.

Updated on Sept. 22, 2026 in Financial Planning

Isometric editorial illustration of two matte geometric blocks in oxblood and teal sitting on a plinth, representing integrated financial services. — Beta Wealth Group has launched a new CPA-led firm, Beta Wealth Group Tax & Accounting, to integrate year-round tax strategy with existing wealth management services. AI Illustration. Upload story photo >

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Would you prefer using an integrated firm for both your investments and tax services?

Beta Wealth Group has launched Beta Wealth Group Tax & Accounting, a separate firm offering tax preparation, bookkeeping, and fractional CFO services. This new entity will operate under common ownership to coordinate tax and financial planning for clients.

Why it matters

The firm aims to address tax considerations throughout the year during financial decision-making processes. By integrating these services, clients may better align their tax strategies with their existing wealth management plans.

The new firm offers services ranging from tax preparation to fractional CFO support and attest services. Interested individuals can contact the firm at 435-772-9909 to schedule consultations.

The players

Beta Wealth Group

An SEC-registered investment adviser based in Park City, Utah, and San Diego, California, that provides comprehensive financial planning and asset management services.

Beta Wealth Group Tax & Accounting

A newly launched CPA-led firm that provides tax preparation, bookkeeping, and fractional CFO support under common ownership with Beta Wealth Group.

The details

Beta Wealth Group Tax & Accounting is a CPA-led firm that operates independently of the group's SEC-registered investment advisory business. The firm facilitates communication between tax professionals and wealth managers to ensure tax impacts are considered during investment and financial planning decisions. Services provided include financial statement preparation and bookkeeping, alongside recurring tax planning.

September 22, 2026: The new accounting firm was officially launched.

Money Landscape

This move reflects the growing industry trend toward holistic wealth management where tax considerations are integrated into core financial planning. It marks a departure from traditional models that strictly separated investment advice from tax and accounting services.

Households may find that consolidating tax and investment services simplifies their annual planning and creates more opportunities for tax-efficient decision-making. Before making changes, discuss whether an integrated service model meets your specific tax and accounting needs with a tax professional.

The takeaway

Coordinating tax filings with investment decisions can help ensure that your overall financial strategy remains consistent throughout the year. Consider reviewing your current arrangements with your accountant and investment adviser to determine if an integrated approach could improve your tax efficiency.