Meet the Team

Dr. Beata Ligas founded United Success Business Advisors after two decades helping business owners untangle the same problem over and over: smart, hard-working people paying way more in tax than they had to, simply because no one had ever sat down and shown them the planning side of accounting.

Her background is unusual for a tax practice. With a doctorate in business and a deep operations background, Beata doesn't think like a typical CPA. She thinks like the owner sitting across the table. That means the tax plan she builds isn't just about lowering your liability — it's about freeing up cash you can redeploy into the business, the team, or your own financial freedom.

Over the years, Beata's clients have ranged from solo consultants billing $200K to multi-location operators doing $20M+. The pattern is the same: when planning happens early, year-round, the tax savings consistently outpace the engagement fee many times over.

Beata is licensed in New Jersey, serves clients across the tri-state area (NJ/NY/CT) and nationwide, and is a frequent speaker on tax strategy for small business owners. She holds memberships in the AICPA and NJCPA.

When she's not buried in returns, Beata is hiking with her family, mentoring early-stage women founders, or working on her next book on entity structuring for ambitious owners.