BETH XU, MS, CPA, PFS
Manager of Tax Services
Beth Xu, MS, CPA, PFS is a tax manager at Capstone Financial Advisors. She uses her nearly 20 years of experience and technical understanding of tax code to provide valuable insight that guides her clients’ decision making. One important step in that process is getting to know her clients and their goals.
“Tax compliance and tax planning rely on gathering accurate and complete details. My approach centers on paying close attention to details and applying technical skills I’ve obtained through years of service to high-net-worth individuals and their businesses,” Beth says.”
Invested in your future
As a tax manager, Beth works to protect her client’s wealth. That occurs through working with the Capstone team and working directly with clients.
“My clients and colleagues can take comfort – and be confident – that I will always work in their best interest and ensure they are following federal and state laws and regulations. It’s this adherence and understanding that helps preserve and protect our clients’ wealth for generations to come,” Beth says.”
Building community
Outside of the office, Beth enjoys staying active in her community. As a working mom, she is regularly involved with her children’s school activities and sports.
Beth earned her Bachelor of Science degree in Finance from Renmin University of China and a Master of Science in Accounting from Illinois State University. She is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS).
Beth's Perspectives
