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

Tel: 123.456.7890

We Offer

A Certified
Tax Expert

Brad is an Enrolled Agent (EA) - a federally licensed tax practitioner who has proven technical expertise in the field of taxation.

WE OFFER

Personal & Business Tax Prep

We can handle all types of tax preparation. Individuals, Sole Proprietors (Self Employed), Partnerships, Trusts, S Corporations and C Corporations

Tax Planning

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

OUR PRACTICE

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.