About Our Firm

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Our team partners with each client to understand their comprehensive tax picture.  This type of collaboration leads to the type of personalized advice and planning that we prefer to provide. 

We understand the need for responsiveness, and our goal is to provide high-value service and advice in a timely and well thought out manner. We'll never nickel-and-dime our clients or charge based on the number of forms a return may require.

Meet the team!

 

CORE SERVICES

Brothers Tax focuses on the following areas of expertise:

  1. Professional small businesses
  2. Multi-state returns
  3. Rental property
  4. Tax estimates and strategic tax planning.

Our team advises individuals who are growing into their careers and new businesses as well as individuals who are preparing for retirement.

View our Services!
 

Our Process

We try to make the tax preparation process easy and convenient.  It all starts with a comprehensive tax planning and organization questionnaire based on your situation.  After receiving your questionnaire and documents, we will review your documents, follow up with additional questions and provide you with an estimated completion date.

We send the prepared tax return back to you for review and approval.  We are always here to answer any questions and help plan for future years. Our team provides ongoing consultation throughout the year to meet your tax planning needs.

Take the questionaire!