TAX ADVISORY FOR INDIVIDUALS & SMALL BUSINESSES
Tax advice from a professional with over 35 years of experience assisting individuals, families, self-employed people and small businesses with all of their tax preparation and planning needs
Brad is an Enrolled Agent (EA) - a federally licensed tax practitioner who has proven technical expertise in the field of taxation.
Personal & Business Tax Prep
We can handle all types of tax preparation. Individuals, Sole Proprietors (Self Employed), Partnerships, Trusts, S Corporations and C Corporations
We also provide tax planning for those clients who need extra advice regarding their tax liabilities. Everything from developing tax efficient distribution strategies when entering retirement to specific guidance to those making large investments, buying or selling a business or real estate transactions.
With Over 35 Years of Experience, Brad has the Knowledge and Expertise to Ensure Professional, Accurate, High Quality Service
Knowledge That Can Serve Your Needs
Over the years, we have helped our clients navigate the ups and downs or their personal and business tax planning. Our experience brings you a unique perspective.