With over a decade of experience working with businesses of all shapes and sizes, we’ve developed strategies and systems that help our clients optimize their tax situations, allowing them to focus on their passions while we handle the complexities. Our proactive, year-round approach to advisory services means that our clients are not just meeting their tax obligations—they’re planning for a future that aligns with their long-term goals.
Building a business is no easy task. 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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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.
We are honored to be part of your entrepreneurial journey and look forward to helping you achieve your vision.
We maintain transparency and honesty in every action and recommendation, ensuring that our clients receive straightforward and ethical guidance.
Prioritizing our clients' needs and ensuring their success is our primary goal. We focus on building long-lasting relationships where clients feel heard, valued, and supported.
Utilizing advanced software solutions and efficient tools to simplify interactions and deliver quality service. We emphasize making it easy for clients to work with us using our implemented tools.
Our firm embraces flexibility to accommodate evolving client needs, whether through remote work solutions or software advancements, ensuring we provide personalized, up-to-date services.
We actively engage with internal partners, other firms, and our clients to create a network of growth and opportunities, expanding our expertise and knowledge base for our clients’ benefit.
Building a community where clients can connect, collaborate, and succeed is a core tenet of our firm's identity. Our role extends beyond compliance work, guiding clients through both personal & professional decisions.
We are committed to providing innovative solutions that are easy to use, modernizing the way our clients interact with their finances. Whether it’s through our advanced tools, remote capabilities, or our personal touch in every interaction, our goal is to make financial management seamless and impactful.
We are committed to providing innovative solutions that are easy to use, modernizing the way our clients interact with their finances. Whether it’s through our advanced tools, remote capabilities, or our personal touch in every interaction, our goal is to make financial management seamless and impactful.
We see ourselves as partners in their journey, committed to helping them achieve success, both professionally and personally. For us, it’s about more than numbers; it’s about the stories and legacies we build together.
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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.