Beam & Associates

I've been a client of Beam and Associates for over 8 years. Rick and his associates are the only team I trust with my finances and tax return. I have complete trust in their financial decision making. To add, the team is incredibly kind and wonderful to work with.

I filed my return with Richard S Beam LLC for the first time this year. The team was incredibly responsive and professional. They handled my case diligently and responsibly. Thanks to their hard work, I received a great return both at the state and federal level!

Mr. Beam and his associates had been handling my taxes for nearly a decade. I was always personally assured by Rick, that if a tax discrepancy arose with my returns, I need not worry, as he and his team would take full responsibility for resolving any issues. This assurance was a hollow promise and a complete fabrication. When the IRS challenged aspects of my return in the last year- prepared by Rick Beam and his team- no action was taken, even as I was assured repeatedly that contacts and correspondence with the IRS had been made and resolved.

After four separate letters had been received from the IRS, Rick refused to answer my calls, let alone return them. I was forced to meet with the IRS myself where I came to learn that ZERO communication had occurred between the IRS and Beam and Associates. I had to hire a new accountant and a tax attorney to fight my case costing me over $3000 in out of pocket expenses.

There is a lesson to be learned here, and I will share my experience with Beam and Associates through every channel available to help the next family not have to endure the same misrepresentation from Rick and his team.

Rick Beam has been my CPA and financial advisor for a few years now and I can't say enough positive things about his outstanding service and unmatched expertise. Not only is he a remarkable CPA and financial guru, but one of the kindest men I have ever done business with. He is more then a man of business, he is a man of kindness and compassion. He takes the challenges of being financial successful and simplifies it reducing fear and anxiety. Rick sets the standard in the financial planning field and is a trail blazer in the industry.

Whatever my situation or needs, I never felt judged or subordinate to a man of such prestige and success. Rick and his team are simply the best there is. I would recommend Rick Beam associates to anyone looking for financial guidance, support and advice. There is more to rick then his talent in business. His goodness and dedication to his clients sets him apart. Rick has raised the bar and is a man I respect tremendously. Rick Beam and his team are the finest accounting/ financial advisors in the tri state, hands down. Andrew A McGovern MA LPC Psychotherapist

Rick has been handling my taxes and advising me financially for many years. He does my business taxes as well and keeps my company understanding how to manage our money appropriately during the year. Running my company takes much of my focus, I do not have time to analyze my taxes and financial areas that are not my expertise. I consult with Rick and his team quickly, make a responsible, lucrative, financial decision, and get back to running my business.

I trust Rick and his people so much that I do not have to worry about the choices I make with him. This takes a large burden from my day and has made me and my business more successful because of the guidance from Rick. Thank you Beam and Associates!