Beta Wealth Group Expands With New CPA-Led Tax & Accounting Firm

New offering connects year-round tax strategy with the decisions
 shaping clients' wealth

PARK CITY, Utah, Sept. 22, 2026 /PRNewswire/ -- Beta Wealth Group, an independent wealth management firm providing personalized planning and institutional-quality investment management, announces the launch of Beta Wealth Group Tax & Accounting, PLLC, a separate CPA-led firm under common ownership. Bringing together tax planning, accounting and business support, the new firm extends the Beta Wealth experience into an area that touches nearly every major decision clients make about their wealth.

Beta Wealth Group Tax & Accounting provides clients with a new way to approach taxes as part of their broader wealth strategy. With five core areas of service, including tax preparation and planning, fractional CFO support, bookkeeping, financial statement preparation and attest services, the CPA-led team can coordinate with a client's wealth managers and other professional advisers when appropriate and authorized by the client.

The new firm brings tax expertise to decisions involving investments, retirement distributions, capital gains, real estate, business interests, charitable giving and estate planning.

"Taxes touch almost every major financial decision our clients make, from selling a business or property to retirement income, investments and estate planning," said Beta Wealth Group CEO and founder Jodi Vleck, CFP®. "We wanted to bring that expertise closer to the conversations we're already having with clients, so tax considerations can be addressed throughout the year and when important decisions are being made."

Launching alongside tax preparation and planning is a broader set of accounting and business services. Fractional CFO support provides executive-level oversight across cash flow, reporting, budgeting and strategic planning, while bookkeeping and financial statement preparation give business owners greater visibility into performance. Attest services, including compilations, reviews and audits, provide independent evaluation of financial information for lenders, investors and other stakeholders.

Beta Wealth Group Tax & Accounting services are available through the firm's CPA-led team. Clients and prospective clients can call 435-772-9909 or email [email protected] to schedule a consultation.

Key Services

• Tax Preparation & Planning: Tax return preparation and proactive planning for individuals, families and businesses, including complex investment activity, trusts, philanthropy, multi-entity structures and multistate considerations.
• Fractional CFO: Executive-level oversight, including cash-flow management, reporting, budgeting and strategic planning.
• Bookkeeping: Transaction coding, account reconciliation and ongoing reporting to keep records current and provide visibility into cash flow and profitability.
• Financial Statement Preparation: Income statements, balance sheets and cash-flow reporting to help business owners monitor performance, expenses, margins and resource allocation.
• Attest Services: Compilation, review and audit services providing independent assurance around financial information for lenders, investors and other stakeholders.

For more information on Beta Wealth Group Tax & Accounting visit Beta Wealth Group's Tax & Accounting page.

About Beta Wealth Group

Based in Park City, Utah, with an office in San Diego, California, Beta Wealth Group^® is an independent, SEC-registered investment adviser providing personalized wealth management and institutional-quality investment capabilities to individuals and families. The firm uses a systematic, quantitative framework alongside personalized planning to build strategies around each client's goals, circumstances and risk tolerance.

Beta Wealth Group's services include portfolio management, retirement planning, estate planning, private investments and charitable giving, supported by technology-enabled portfolio optimization, risk management and tax-efficient strategy implementation.

Beta Wealth Group Tax & Accounting, PLLC ("BWG Tax") is a separate legal entity under common ownership with Beta Wealth Group, Inc. BWG Tax provides tax and accounting services and is not an SEC-registered investment adviser. Because of this affiliation, Beta Wealth Group and its personnel may have a financial incentive to recommend BWG Tax's services. Clients are under no obligation to use BWG Tax and may obtain similar services from other providers.

SOURCE Beta Wealth Group