Jarred Beckerman, CPA
Jarred Beckerman, CPA
Jarred Beckerman, CPA, provides personalized tax services to individuals, businesses, and fiduciaries. His fully remote, paperless practice uses modern technology to create an efficient client experience. By applying a clear and methodical approach, Jarred helps make complex tax matters easier to understand and manage.
Tax Services
Individual Tax Preparation
Full preparation and e-filing of your federal and state tax returns, with attention to your unique circumstances—whether you're salaried, self-employed, managing multiple state filings, or going through major life changes.
Business & Fiduciary Tax Preparation
Tax filing and bookkeeping support for partnerships, S corporations, trusts, and estates, focused on the practical needs and deadlines of small business owners and fiduciaries.
Tax Advisory & IRS Representation
Year-round support covering tax planning, estimated payments, and navigating communication with the IRS.
Background
Jarred started his career in the tax practice at PricewaterhouseCoopers LLP, working with major financial institutions on federal and state tax compliance. He later served as a business controller in the securities industry, gaining deep expertise in corporate financial management. His unique background positions him as a trusted advisor to entrepreneurs, investors, and growing businesses navigating the intersection of taxation and finance.
Tax Services
Individual Tax Preparation
Full preparation and e-filing of your federal and state tax returns, with attention to your unique circumstances—whether you're salaried, self-employed, managing multiple state filings, or going through major life changes.
Business & Fiduciary Tax Preparation
Tax filing and bookkeeping support for partnerships, S corporations, trusts, and estates, focused on the practical needs and deadlines of small business owners and fiduciaries.
Tax Advisory & IRS Representation
Year-round support covering tax planning, estimated payments, and navigating communication with the IRS.
Background
Jarred started his career in the tax practice at PricewaterhouseCoopers LLP, working with major financial institutions on federal and state tax compliance. He later served as a business controller in the securities industry, gaining deep expertise in corporate financial management. His unique background positions him as a trusted advisor to entrepreneurs, investors, and growing businesses navigating the intersection of taxation and finance.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Type
Services Offered
Meeting Options
Phone
Email
Client Portal/Online Platform
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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