Tax adviser
Proactive Planning — Confident Results
We transform tax complexity into clarity by working with you year-round, not just at the deadline. Through strategic planning, personalized advice, and calm, methodical preparation, we help you stay ahead of surprises and avoid the last-minute scramble.
What sets us apart
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Plan Early. Rest Easy.
We map out your tax strategy well before crunch time, so filing season feels effortless. -
Seasoned, Transparent Guidance.
Nearly two decades of experience—explained in plain language and aligned with your goals. - Year-Round Partnership.
Questions don’t wait until April, and neither do we. Count on responsive support whenever you need it.
Ready to move from reactive to proactive?
Let’s start planning today.
Personalized tax help
Tailored tax services and advice
Whether you're securing your future, managing debt, or navigating a life transition, Brandon can help you understand, plan for, and help with your taxes.
01
Tax planning & strategy
Proactive, year-round planning that links today’s decisions to tomorrow’s goals—minimizing taxes, smoothing cash flow, and building long-term security.
02
Income tax preparation
Our team assembles and double-checks every document, applies the latest rule changes, and files accurately so you can file confidently.
03
IRS audit support
If the IRS flags your PenCoast return, we handle the examiner, all correspondence, and coordinate expert representation with trusted professionals.
04
Estate tax guidance
Working alongside your attorney, we design will-and-trust strategies that protect family assets and reduce potential estate or inheritance taxes.
05
Small business tax solutions
Entity choice, quarterly estimates, payroll, and sales-tax filings—focus on growth while our office keeps the tax side efficient and compliant.
06
Tax education & resources
Clear explainers, video walk-throughs, and downloadable forms put knowledge—and confidence—in your hands.
Why choose us
Building trust through transparency and integrity
Mutual understanding. Straight-forward communications. Investing in our relationship. These are the ingredients I believe help make your taxes a more comfortable experience.
As your tax advisor, I handle consultations via phone, video chat, email, and your personalized client portal.
How we work
Simplified tax solutions in 4 steps
Taxes are complicated. My mission is to make them simpler for people like you who aren’t tax professionals.
01
Initial consultation & assessment
Understanding your financial situation.
02
Tailored strategy development
Customized tax plan aligned with your goals.
03
Implementation & filing
Precise filing for optimal results.
04
Ongoing support & review
Continuous support and periodic reviews.
Take the next step in navigating the tax maze
Client reviews
Trust in their words
The best way to showcase our commitment is through the experiences and stories of those who have partnered with us.