Services Offered
Tax Preparation
Comprehensive personal and business tax filing with expertise in complex cases like self-employment and cryptocurrency.
Financial Planning
Strategic financial advice and planning to help clients achieve long-term goals and optimize their finances.
Tax Consulting
Expert guidance on tax issues, estimations, and strategies to minimize liabilities and ensure compliance.
Business Accounting
Full-service accounting support for businesses, including bookkeeping, reporting, and financial analysis.
Secure Portal Services
User-friendly online portal for easy document sharing, communication, and automated tax processing with human support.
Reviews
5(5 reviews)
Rating Distribution
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Lauryn Weger
via Google
10 months ago
Working with Brian has been great - this is the 2nd tax year we've filed with him. Really appreciate the quality tech portal this firm uses. It's the perfect level of automation and human support from a very knowledgeable CPA!
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Steve Mortiboyvia Google
almost 2 years ago
I found Brian through a referral from another accountant after my previous tax accountant retired at the end of 2023. Brian came highly recommended and after our first call, I was confident that he'd do an excellent job on our tax filings. My wife and I engaged with him and found the process to be very easy. Sharing information with Brian was simple and secure. The level of communication we received was perfect, and at every step of the way I felt reassured that our taxes would be completed and filed without any issues. I very much enjoyed working with Brian and his team and will definitely be using him for all of our tax accounting needs. I highly recommend him to anyone looking for an accountant, and have already recommended him to several friends.
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Ben Jarnaginvia Google
over 2 years ago
My wife and I were very happy with our tax returns. Me being self-employed and going through a move from Tennessee to North Carolina created some unique challenges with our income taxes, but Brian and his team did an excellent job. My wife and I will definitely be trusting them with our business in the future.
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Todd Altierivia Google
over 3 years ago
Brian stepped in when my CPA of over 10 years called three weeks before my taxes were due and said they could no longer do my taxes because I had cryptocurrency transactions. He was well versed on the latest tax issues and helped me get my taxes filed quickly. I can't say enough about his great service! Thank you Brian!
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Florence Marimovia Google
over 4 years ago
Brian has done my taxes for the last 3 years, and I've never had a single problem. He is patient 😊 Explains everything and uses simple scenario examples to facilitate decision making. I highly recommend his firm for business/personal tax preparation, tax estimation and financial planning.
