Your financial life isn’t just about one thing — it’s about everything working together. Whether you’re managing rental properties you own personally, growing a side business, or navigating the complexities of foreign tax laws, your finances require careful attention. Even if it doesn’t feel like a “business,” it still needs to be managed like one. At Legacy Advice Group, we help you stay proactive, so you’re never overwhelmed by the work that comes with filing your return or planning for what’s next.
At Legacy Advice Group, we offer ‘Guiding You Through,’ a retainer-based service designed for individuals with complex financial situations. We understand that personal and business finances are never separate — every decision in one area impacts the other. That’s why our approach focuses on helping you see the whole financial picture and giving you the tools to manage it effectively.
Whether it’s helping you navigate the transition from a side business to a formal entity, ensuring your foreign reporting obligations like FBARs and 5471s are handled year-round, or identifying ways to minimize taxes as your situation evolves, our focus is always on keeping you ahead of the curve. We don’t just prepare your returns — we partner with you to catch opportunities and address challenges before they become problems.
If your financial world feels like a puzzle, we help you put the pieces together. With regular check-ins, proactive advice, and a focus on what matters most to you, we’re here to guide you through every step of the way.
Navigating international tax requirements is often overwhelming — and the stakes are high. Missing a required filing, such as a 5471 for foreign corporations or an FBAR for foreign bank accounts, can result in significant penalties. At Legacy Advice Group, we specialize in helping clients understand and meet their cross-border tax obligations, so you can avoid costly mistakes.
Our focus is on identifying what needs to be done and ensuring it’s handled accurately. Whether you’re a U.S. citizen with rental properties abroad or a foreign national with U.S. investments, we take the time to uncover your unique filing requirements and guide you through the process. This isn’t about filing for the sake of compliance — it’s about protecting you from potential risks while keeping you fully informed.
At Legacy Advice Group, every member of our team brings unique expertise to the table. With ties to Latin America and fluency in both English and Spanish, we understand the challenges that come with cross-border finances. Whether it’s working through language barriers or navigating unfamiliar tax systems, we offer a tailored approach to meet your specific needs. Our team’s background ensures that no matter who you work with, you’ll feel understood and supported.
We also recognize that every client’s needs are different. Some may choose to work with us more frequently, while others may only need assistance with annual filings. Whatever your situation, we’ll deliver a personalized service designed to address your specific requirements.
At Legacy Advice Group, we make complex requirements manageable. From FBAR filings and 5471 compliance to tracking reporting obligations for foreign income, our goal is to help you stay compliant, avoid penalties, and maintain peace of mind.
Managing rental properties or personal investments can feel like running a business — because, in many ways, it is. At Legacy Advice Group, we specialize in helping individuals navigate the financial complexities that come with owning rental properties and investment portfolios. From tracking expenses and managing deductions to identifying tax-saving opportunities, we’re here to provide clarity and guidance every step of the way.
When you own rental properties, staying organized is key to saving money. Repairs, maintenance, and other property-related expenses can easily slip through the cracks, and without proper tracking, you risk missing out on valuable deductions. We work with you to set up systems that ensure every transaction is captured, so nothing gets overlooked — whether it’s income, expenses, or potential losses.
Our role isn’t just to keep you compliant; it’s to help you plan ahead. We’ll guide you through tax strategies tailored to your situation, such as:
This isn’t just about preparing your tax return — it’s about creating a proactive plan that supports your long-term goals. Whether you’re managing a handful of properties or just starting out, we’ll help you stay on top of your finances and make the most of your investments.
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.