Create a Lasting Legacy Aligned with Your Values, Built to Benefit Generations
Our wealth-building strategies empower you to secure a legacy that reflects your values, supports future generations, and makes a meaningful difference.
What Legacy & Wealth-Building Planning Can Do for You
Our legacy planning empowers you to build sustainable wealth that reflects your values and impacts the lives of those who matter most. From family security to philanthropic impact, we help you design a legacy that lasts
Key Benefits
Design a legacy that mirrors your core values, giving you peace of mind about the future.
Provide financial security and seamless wealth transfer for your family and future generations.
Gain clarity and confidence in every step of your wealth-building journey.
Enable impactful giving that supports causes and communities close to your heart
How Legacy & Wealth-Building Planning Works
Vision and Values Discovery
We start by exploring your values and goals, creating a vision for a legacy that resonates.
Wealth-Building Strategy Development
We develop a custom plan for sustainable growth that supports your legacy goals.
Implementation and Structure
From establishing trusts to creating charitable foundations, we help set up secure structures for wealth preservation.
Regular Reviews and Adjustments
As life evolves, we work together to adapt and fortify your legacy plan, ensuring it remains aligned with your vision.
Who Is Legacy & Wealth-Building Planning For?
Legacy & Wealth-Building Planning is designed for ambitious business owners who want their financial success to reflect their values and benefit future generations. Here’s who we serve:
Purpose-Driven Business Owners
For those ready to leverage their success for broader impact
You’re successful, proactive, and looking to build a financial foundation that empowers you to expand your impact. Legacy planning gives you the tools to create sustainable wealth that supports both your family and your larger vision.
Financially Savvy High Achievers
For those who see wealth as a means to freedom and legacy
You’ve built a stable business and now seek to grow your wealth for long-term security and flexibility. We provide structured, proactive strategies to protect and expand your assets, giving you more freedom to pursue your passions.
Visionary Entrepreneurs with a Growth Mindset
For business owners who see their legacy as more than just wealth
You’re passionate about creating a lasting impact through your business. With our guidance, you’ll develop a succession and wealth-building plan that supports both family security and professional influence across generations.
Strategic Thinkers Focused on Legacy Building
For those who want a financial strategy aligned with their values
You value proactive planning and are looking for more than just financial success. Our approach aligns your finances with your values, giving you a clear path to create a legacy that inspires and endures.
Family-Oriented Wealth Builders
For those who prioritize their family’s future
You’re focused on protecting your family’s financial well-being for generations to come. We help you establish a legacy plan that safeguards your wealth, giving you peace of mind that your family will be provided for.
Impact-Focused Individuals and Philanthropists
For those driven by a greater purpose
You want to make a meaningful difference, whether through philanthropy, community initiatives, or industry innovations. Our strategies help you maximize your giving potential, creating a legacy of positive impact.
Real Client Successes in Legacy and Wealth-Building
Jack Williams
2 reviews
Jay and Shonda are great assets to our company. They have helped us in saving money on taxes and brings a wealth of knowledge to business strategy. We are glad to have them on our team and recommend Beyond Accounting & Tax.
Allie Vasquez
10 reviews
Jay and Shona are helping me get out of the world's biggest darkest hole! I can see the light!
Pamela Leggett-Robinson
4 reviews
Working with Shona has been the best investment for my business. I thought I was only obtaining an accounting professional. However, she provides so much more. She is knowledgeable, thoughtful and patient. She pushes you to be a better business person.
David D. Simons
6 reviews · 2 photos
If you’re looking for a tax professional and expert that understands not only how to leverage tax codes but give you sound advice and practical wisdom then look no further than Beyond Accounting and Tax. Shona is a blessing and highly recommend working with her! Your business will thank you for it!
They go above and beyond
I use Beyond Accounting & Tax for my personal taxes and business accounting services. Shona and Mileen are always very professional. They go above and beyond by offering valuable information that help maximize my tax deductions and credits. I highly recommend Beyond Accounting & Tax !!!!
Janelle Jeffers
game changer
Shona's expertise in tax and accounting is great! However her expertise mixed with her passion for business owners is next level. Her ability to help accountants in business navigate how to price and scale their businesses is second to none. Working with her is a game changer.
Jay Moore - The Healthy Accountant
Amazing work
Amazing work and she is has so much patience. Work with her!
The Fit Fine Flawless
amazing
Shona is amazing as a mentor … I have attended a number of her trainings on a VIP ticket and the nuggets I have taken away have made a difference in my practice. Looking forward to continued mentorship!
Kimberliann Chambers
great experience
I had a great experience with Beyond Accounting & Tax from the initial contact to the expertise shared with me on my financial stability journey. Looking forward to learning more about sound financial practices.
Merald Holloway
SUPERB Firm
Beyond Accounting & Tax is a superb firm. They always are exacting in their work, thoughtful in their solutions and have their client's best interests in mind. I would definitely use Beyond Accounting & Tax anytime I need the services that they provide.
Cyndi Shanahan
Amazing!
Shona & Mileen are AMAZING! I have been working with them about a year now. They have given me such a peace of mind as it relates to my personal and business taxes and all my accounting needs. I highly recommend them for any size business and even for personal accounting as well.
Mimi Sneed
They are nice
I had Shona taking a look into my tax situation and we eventually came to disagree on a few things, I think it is very important for people to know that if a customer is not satisfied completely, that the company will make right. We agreed on a fair price for a return considering Beyond Accounting did spend resources and time on my account while they were contracted. They are nice, civil individuals.
Wes Smith
highly recommended!
I have enjoyed the past two tax seasons working with Shona and her team! They have been completing returns for several non-profit small business clients for our management firm and I have found them to be professional, knowledgeable, thorough and patient. They have implemented some great tools like their portal and task management system that make it easy for the client to submit and keep track of the process. Highly recommended!
Samantha Negrete
responsiveness
Beyond Accounting is sensitive to the needs of its client. They collaborate with your organization enabling you to focus on your core mission, making an impact in the community while helping you achieve your organizational goals.
Michele Jones
highly responsive
I have worked with Beyond Accounting & Tax for the past two tax periods and I am extremely satisfied. They are highly responsive, knowledgeable , and customer-centric. I highly recommend to anyone looking for superior CPAs.
Givon Forbes
She was Knowledgeable
I am so grateful to have come across Shona and Beyond Accounting & Tax. I was in desperate need of tax services after my CPA was taken out of commission due to unforeseen personal circumstances. I have a fairly new business and my CPA was the only person I had ever worked with so changing was not something I was looking forward to. However, after my consultation with Shona, I was sold. She was knowledgeable, asked several questions, was engaging and personable. I decided right then to use her services for my taxes. The process was straightforward and easy. I am grateful for Beyond Accounting & Tax for making this transition for me seamless.
Conkay Investments, LLC
Highest level of integrity
Beyond Accounting has the highest level of integrity, and a clear focus on the welfare of their clients. As a small business, it's important to have company finances in order so that the company is able to pivot and take advantage of various changes in your industry. Beyond Accounting has a special gift of steering small businesses in the right direction toward growth and connecting us with lending and financing partners that best fit our needs. Their team is responsive, and the work product is extremely professional. Their knowledge of the latest tax updates and changes is second to none and we cannot recommend Beyond Accounting enough!
Niketa A
Great to work with
They were great to work with. Very professional and good at problem solving.
LaMichelle Hecht
The best!
Very professional and trustworthy! I would definitely recommend Mileen to all my friends and colleagues! She’s THE BEST!
Jami Pieternelle
wonderful team
Trustworthy, professional, and kindhearted! I highly recommend this wonderful team.
T.
Amazing
Shona is professional and amazing to work with. I higher recommend working with her.
Dalia Fogenay
Why Choose Beyond Freedom Financial for Legacy & Wealth-Building Planning?
Our Unique Approach to Legacy Planning
We understand that legacy planning is deeply personal. Beyond Freedom Financial’s approach is designed to ensure your wealth supports your family and your values long into the future.
Values-Based Planning
Our approach centers on your personal values, ensuring your legacy reflects what matters most to you.
Comprehensive Wealth Protection
With structures that protect and grow wealth, your legacy will thrive across generations.
Impact-Driven Legacy
We empower you to create a legacy of giving, supporting family, community, and meaningful causes.
Frequently Asked Questions
How can I ensure my wealth aligns with my values?
We help you structure your plan to reflect your personal values, from family to philanthropic goals.
Will my legacy plan adapt if my situation changes?
Yes, we regularly review and adjust your plan to ensure it continues to support your evolving goals.
Can this service benefit my family and my business?
Absolutely. We can structure plans that support both family wealth and the continued success of your business.
What are some strategies you use to protect wealth for future generations?
We use a combination of trusts, tax-efficient investment strategies, and legal structures tailored to your specific goals, ensuring your wealth is preserved and transferred effectively.
How do you help clients choose the right philanthropic or charitable initiatives?
We start by understanding the causes that resonate with you and then guide you in setting up charitable structures—such as donor-advised funds or family foundations—that maximize impact and tax efficiency.
What’s the first step in building a legacy plan?
We begin with an in-depth consultation to understand your values, financial goals, and the legacy you envision. From there, we craft a personalized plan that aligns with your vision for family and community impact.
How often should I review my legacy plan?
We recommend reviewing your legacy plan annually or whenever there’s a major life or financial change. Our team is here to help with adjustments to keep your plan aligned with your goals.
