Your trusted partner in building financial clarity, growth strategies, and a lasting legacy—one decision at a time.
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At Legacy Advice Group, we understand the challenges and the rewards that come with entrepreneurship because we’ve walked that path ourselves. Our firm was founded with a single mission in mind: to be the trusted partner who guides our clients through every stage of their business and personal growth, ensuring that they leave a legacy for generations to come.
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At Legacy Advice Group, we don’t just focus on the numbers — we focus on what those numbers mean for your future. We think like business owners, not just accountants, because we know that growing a business takes more than compliance and filings. It takes strategy, clarity, and the right guidance to navigate decisions that move you forward.
Our role is to guide you through — to walk alongside you as your trusted partner, helping you navigate today’s challenges while building a lasting legacy for tomorrow. From solving everyday business problems to crafting long-term plans, we’re here to ensure you’re making confident, informed decisions every step of the way.
With Legacy Advice Group, you’re not just keeping up — you’re moving forward.
We offer transparent pricing structures and embrace technology to ensure a streamlined, efficient service.
We prioritize personal client connections, making them feel heard, understood, and supported.
Our focus is on maintaining an edge by staying up-to-date with current regulations and technology, providing superior service and guidance.
We guide you through by focusing on what truly matters — your goals. Our approach isn’t just about meeting deadlines or filing returns; it’s about helping you make sense of the bigger picture and finding opportunities for growth at every step.
We start by understanding your unique situation — your business, your challenges, and your vision. From there, we take a proactive role in guiding you through financial decisions, whether it’s improving cash flow, planning for taxes, or managing long-term growth. We don’t just provide advice when asked; we stay ahead of the curve, anticipating your needs before they arise.
Our ‘Guiding You Through’ program is a comprehensive, ongoing advisory service that evolves with you. We’re not here for one-time transactions — we’re here to walk with you through each stage of your journey, making sure you have the right strategies in place to build a legacy you’re proud of.
Your business deserves more than just tax prep — it needs a partner who understands the challenges you face. We provide ongoing, proactive support to help you manage your finances, plan for growth, and make smarter decisions. From tax strategies and fractional CFO services to everyday financial guidance, we’re here to guide you through every stage of your journey.
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Managing personal finances can be complex — especially for individuals with diverse income sources or investments in the U.S. and abroad. We specialize in working with real estate investors, entrepreneurs, high-income earners, and foreign individuals with U.S. investments or cross-border tax considerations. At Legacy Advice Group, our focus is on providing personalized tax strategies and ongoing guidance to help you stay compliant, plan for the future, and make informed decisions. Whether you’re managing rental properties, running a business, or navigating cross-border financial needs, we’re here to guide you through every step of your financial journey.
Explore Individual Advisory Services 
Your trusted partner in building financial clarity, growth strategies, and a lasting legacy—one decision at a time.
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Hi, I’m Alfred Beato, founder of Legacy Advice Group, and I’ve dedicated my career to helping clients navigate both their business and personal finances with clarity, care, and proactive advice.
My journey in public accounting started when I was just 15 years old, working part-time at a small CPA firm. What began with making copies and organizing files quickly turned into learning the fundamentals of bookkeeping and tax preparation, and from that moment on, I knew I wanted to build my own firm one day.
After earning my bachelor’s degree from FIU in 2015, I joined Appelrouth, Farrah & Co., a respected CPA firm in Coral Gables. It was here that I gained invaluable hands-on experience — not just preparing tax returns but learning how to work directly with clients, build relationships, and offer meaningful advice.
Throughout my time at Appelrouth, I also continued working with another CPA firm — my brother’s practice, Beato Pimentel & Associates. Whether it was providing input on client engagements or assisting with operations, this experience allowed me to gain a deeper understanding of the entrepreneurial side of running a firm.
In 2020, I completed my master’s in taxation from NOVA Southeastern University, further refining my knowledge in tax planning and advisory services. These experiences taught me to think beyond the numbers and approach every client relationship as a trusted advisor, not just a tax preparer. This foundation has shaped the way I serve my clients today.
I’ve always known that I wanted to be self-employed. The idea of building something meaningful and helping clients on my own terms has been my goal from day one. Over the years, I’ve had the privilege of working with some incredible firms, learning everything from client engagement and billing strategies to tax planning and business advisory. But at the end of the day, I realized that no one firm could fulfill my dream of running my own practice.
That’s why I started Legacy Advice Group. It’s about more than just compliance work — it’s about guiding clients through their financial journey and helping them build a legacy for their families and future generations.
With roots in Cuba and the Dominican Republic, and being fluent in both English and Spanish, I’m proud to bring a unique perspective to my practice. Many of my clients have ties to Latin America, and I understand the cultural and financial challenges that come with managing cross-border finances.
Our team at Legacy Advice Group also shares this diverse background, allowing us to better serve clients from all walks of life — whether they’re navigating U.S. tax compliance or managing foreign investments.
I believe in building relationships with my clients beyond the numbers. If you’d like to get to know me better, feel free to connect with me on social media:
I share both personal and professional updates, and I welcome you to join me on this journey as we grow and build together.
Legacy Advice Group and I are one and the same. As much as I’d like to say the business operates separately from me, the truth is that it doesn’t. This industry — like any business — demands time, energy, and attention to detail. Things don’t just happen on their own.
Because of that, every client relationship is personal to me. I don’t take a one-size-fits-all approach. Whether it’s reviewing your tax return in detail, helping you structure your business, or guiding you through a complex financial decision, my goal is to ensure you feel heard, understood, and supported.
You’re not just hiring someone to prepare your taxes — you’re partnering with someone who will guide you through every financial decision, helping you stay on track, minimize liabilities, and build a secure financial future.