Business Details
28 Years
experience
Trusted Accounting and Tax Services in Boca Raton
Brickel & Company & Company provides a holistic approach to tax and financial planning, specializing in concierge services for high-net-worth families and the entertainment industry. With a foundation built on trust and personalized support, we prioritize quality over quantity, offering tailored financial guidance that aligns with clients' unique needs. Our team of certified professionals brings decades of experience in tax compliance, estate planning, and business management, ensuring clients achieve long-term financial success.We emphasize work-life balance, fostering mental health through strategic financial organization. Our commitment to excellence is reflected in our dedication to staying ahead of evolving tax laws, delivering innovative solutions that maximize client benefits while maintaining the highest standards of confidentiality and transparency.
Services
Tax Services
Accounting Services
Estate Planning
Financial Consulting
IRS Representation
International Taxation
Business Restructuring
Retirement Planning
Details
- Year established: 1998
Highlights and features
- We offer 24/7 access to personalized financial management for elite clients.
- Our team holds decades of experience in entertainment industry taxation.
- We provide tailored estate planning with a focus on asset protection.
- Our IRS-certified professionals ensure audit compliance and representation.
- We combine cutting-edge technology with transparent, secure financial solutions.
Associations and certifications
- CPA
- Certified Public Accountants
What people say
24/7 access
Expertise in taxation
Personalized service
Asset protection
Audit support
Services
Tax Services
Our tax services include compliance, audit representation, and strategic planning to minimize liabilities. We specialize in individual and corporate tax preparation, leveraging evolving tax laws to optimize deductions. Clients benefit from proactive strategies that align with long-term financial goals while ensuring adherence to regulatory requirements.
Estate Planning
We design estate plans to facilitate smooth asset transfer while minimizing tax burdens. Our approach combines trust creation, succession planning, and legal documentation to protect client legacies. We ensure compliance with complex tax regulations, providing peace of mind for families and business owners facing intergenerational wealth transitions.
Financial Consulting
Our consulting services cover retirement planning, investment strategies, and cash flow analysis. We develop customized roadmaps for financial independence, integrating tax-efficient investment approaches. Clients receive ongoing guidance to adapt to market changes and life milestones while maintaining fiscal stability.
IRS Representation
We provide professional audit defense and IRS dispute resolution. Our certified specialists navigate complex tax controversies, ensuring accurate documentation and compliance. This service protects clients during audits, minimizing penalties while maintaining transparent communication with tax authorities.
Business Restructuring
We guide businesses through entity selection and restructuring to optimize tax efficiency. Our analysis considers liability protection, operational needs, and growth objectives. Clients receive strategic recommendations to adapt their business structure to regulatory changes and market demands.
People
Jill H. Brickel
Principal
CPA and founder with 30+ years of experience in tax consulting, estate planning, and entertainment industry financial management. Specializes in business restructuring and international taxation.
Dorothy Turmail
Account Manager
Manages business client relationships with expertise in financial planning and tax reduction strategies. Brings HR and securities licensing experience to personalized client service.
Tammy Posada
Bookkeeper
Provides bookkeeping and administrative support with 20+ years of accounting experience. Focuses on daily financial operations and client accounting needs.
Radoslav Rod Mirchev Jr.
Tax Manager
Enrolled Agent with 35+ years of tax expertise. Specializes in individual and corporate tax compliance, estate taxation, and IRS audit defense.
Questions
What services does Brickel & Company & Company & Company offer?
We provide tax planning, accounting, estate management, IRS representation, and concierge financial services for high-net-worth clients.
Do you specialize in entertainment industry taxation?
Yes, we cater to elite entertainment professionals with tailored tax and financial planning solutions.
Are your services available outside Florida?
We serve clients globally, including international taxation and cross-border financial planning.
How do you ensure client confidentiality?
We use secure technology and maintain strict privacy protocols for all client financial data.
Can you assist with business restructuring?
Yes, we advise on entity selection, restructuring, and strategic financial planning for businesses.
