BELOIT GROUP

WHAT WE OFFFER

TAX STRATEGY, NOT JUST TAX FILING

FINANCIAL PLANNING BUILT AROUND YOU

We build fintech products because we believe you should understand your own money. From games that teach you how to spot what your accountant missed to simulators that show you exactly how financial decisions affect your bottom line — our tools turn complexity into clarity. An informed client is always a better client.

Your accountant files your taxes. We work to make sure you're not overpaying them. Beloit Group specializes in proactive tax planning — finding the deductions, structures, and strategies that most people never know to ask about. We work with you year-round, not just in April.

Taxes don't exist in a vacuum. How you earn, save, invest, and spend all affect what you owe — and what you keep. Beloit Group looks at your full financial picture and builds a plan that actually reflects your life, your goals, and your timeline. No generic advice. No products to sell you.

TOOLS THAT MAKE YOU SMARTER

MEET OUR TEAM

JUHEE SONG

GRETA LIN

WALLY SMALLS

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CEO • CPA • MBA

COO • JD

CTO • MBA

LATEST PROJECT

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TAXETTA [TAX GAME]

On the product side, Beloit builds tools that give clients — and eventually the broader public — the financial literacy to understand what's being done to them and for them. Taxetta isn't a cutesy educational app. It's a revenge fantasy with a tax code inside it. The game's premise is adversarial by design: your accountant has been skimming, missing deductions, filing sloppily, or just not trying — and you're going to catch them. In doing so, players actually learn how taxes work, what deductions exist, what questions to ask, and what red flags look like. It's edutainment with teeth.

CONTACT US

If you're interested in hearing more about the way we work, have a business proposal, or are interested in scheduling a consultation, reach out with the contact form and we'll get back to you.