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Beckley CPA: Your Trusted Advisor
 

Our first goal as your trusted advisor is to enable you to make informed financial decisions, for your business or for you personally. We do this through tax planning and other advisory services, low-stress tax preparation and e-filing, assisting you with keeping your QuickBooks records up-to-date, and helping you to resolve IRS problems.

  
Texas & North Carolina Advisory and Tax Firm
  
Beckley CPA's main office is in the Preston Pointe Centre building, also know as the Chicago Title/TX First Bank building, on the east side of Preston Rd just north of Plano Pkwy in Plano, Texas.

Our second office is in Cornelius, North Carolina (near Charlotte) on W Catawba Ave.

 
Meet the Beckley CPA Staff

Jeff Beckley, CPA - Managing Principal

Jeff started Beckley CPA in 2005 in McKinney, Texas. In 2006 the firm moved to the Colonial Building in Plano, Texas, and then in late 2013 moved to the Preston Pointe Centre bulding in West Plano. Jeff has been a Texas CPA since 1993. He was the 2018 Board Chair of the Plano Chamber of Commerce, which was the year the Chamber won Chamber of the Year by the Association of Chamber of Commerce Executives (ACCE).

Jeff loves working closely with clients through tax planning for high-net-worth individuals and small to medium-size businesses and performing advisory sessions generally. He also enjoys educating clients on the new Tax Cuts and Jobs Act. 

An avid runner, Jeff competes in several marathons and half-marathons each year. In early 2017, he completed his first 50-mile race in Huntsville, Texas. In Sept 2018 he completed the Chatanooga, TN, Ironman competition. Jeff also enjoys reading every chance he gets, from civil war history to political bios to contemporary literary fiction. 

Memberships and Community Involvement:

  • Plano (TX) Chamber of Commerce: 2018 Board Chair
  • Plano Rotary Club: President-Elect
  • Plano ISD Education Foundation Board of Directors
  • Texas Association of Business: Member
  • American Institute of CPAs (AICPA): CPA Member


Judith Kristan HeadshotJudith A Kristan, CPA, MBA  -  Tax Manager

Judith (Judy) Kristan is a 17-year veteran of tax return preparation and tax planning for both businesses and individuals.  As a licensed CPA, her current work is with Beckley CPA PC, setting up and managing the newest company location in Cornelius, North Carolina, near Charlotte.  She also has experience in a large corporate tax preparation environment at Baxter Healthcare Inc, as well as tax technology training at Deloitte & Touche Tax Technologies. Judy also enjoys the role of educator for graduate students in the area of accounting and tax and has found that her teaching skills add additional value when working with clients. Judy also is proficient in QuickBooks desktop software.

Judy spends time each week weight training and doing aerobics, cycling, and singing in the Praise Team at her regular church. Judy can also play several musical instruments. She loves to read, particularly nonfiction. Currently she is reading novels by a writer in North Carolina, which is giving her a new perspective on the local environment where she lives.

Memberships and Community Involvement:

  • Rotary Club of North Mecklenburg County (NC): Member
  • American Institute of CPAs (AICPA): CPA Member
  • Antiquity HOA Board: Treasurer
  • Praise Team at Williamson's Chapel UMC: Member


Juliette Collin HeadshotJuliette Collin  -  VP of Operations

Juliette oversees the operations of Beckley CPA and manages the office team. She has been with the firm since the beginning. Among other things, she is in charge of Accounts Payable, Accounts Receivable, Human Resources and Customer Service. She enjoys catching up with clients throughout the year, as they come in for tax planning or to drop off their tax documents for tax preparation. She also looks forward to evaluating and refining our digital tools at Beckley CPA each year to help us to serve our clients more efficiently.

Juliette majored in Literary Studies at the University of Texas at Dallas and graduated with honors in 1993. She is an avid reader of contemporary and classic literature, is a major dog lover, likes to take long walks around her local gym, and enjoys having brunch or dinner with friends on the weekends.


Shannon Tyler  -  Staff Accountant

Shannon has been with Beckley CPA since April 2013 starting out in our former office in E. Plano. She has worked as an auditor in past employment and now prepares corporate and nonprofit income tax returns for our business clients. Shannon also prepares payroll tax returns, sales tax returns, W-2s and 1099s for our clients with small to medium-size businesses. 


Emilia Patrinos - Staff Accountant

Emilia has 20-plus years’ experience in the tax and accounting profession and is a Staff Accountant for Beckley CPA's office in Plano, Texas. Emilia enjoys working with small businesses and individuals. Emilia has worked in industries such as music and entertainment, sports, publishing, insurance, casino gaming and real estate; and with small service businesses in a wide variety of industries. 

Emilia's entrepreneurial skills led her to start and manage her own small business in both Las Vegas and Plano, Texas, before joining Beckley CPA in 2013. She graduated from Pace University with a Bachelor's in Business Administration. 

Memberships and Community Involvement:

  • American Institute of CPAs: Non-CPA Associate Member


Jennifer Gibbs HeadshotJennifer Gibbs - Office Administrator

Jennifer joined Beckley CPA in March 2017. She has over 20 years’ experience as an administrator in the professional services industry, working for consulting and executive recruiting firms before joining our team. Jennifer is our clients’ first point of contact in the office or on the phone. Besides managing the staff calendar, Jennifer handles clients’ tax documents throughout the tax preparation process.

She will graduate with Honors in Spring 2019 with an Associates degree in communication from Collin College and plans to continue her education at the University of Texas at Permian Basin for a Bachelor’s degree. 



Beckley CPA Is a Member of:

Plano (TX) Chamber of Commerce

North Texas GLBT Chamber of Commerce

Texas Association of Business


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