At BRODIE CPA, PLLC, we are dedicated to providing expert tax and bookkeeping services to business owners and entrepreneurs. Our experienced team understands the importance of accurate financial management and provides personalized solutions to help our clients achieve their goals. With years of expertise, we offer a range of services designed to meet the unique needs of our clients.
Our Services
We provide a comprehensive range of services, including tax strategy and planning, bookkeeping, and financial statements. Our team of experts is dedicated to providing high-quality services that help our clients make informed financial decisions. Our services include:
- Tax Strategy: We help our clients develop a comprehensive tax strategy that minimizes their tax liabilities and maximizes their profits.
- Limited Liability Companies (LLC's): We provide expertise in setting up and managing LLC's, including tax planning and compliance.
- S-Corp Elections: We help our clients navigate the complex process of electing S-Corp status and ensuring compliance with IRS regulations.
- Family Management Companies: We provide expert guidance on setting up and managing family-owned businesses, including tax planning and compliance.
- Retirement Planning: We help our clients plan and manage their retirement funds, including 401(k) and IRA accounts.
- Rental Properties: We provide expert guidance on setting up and managing rental properties, including tax planning and compliance.
- Bookkeeping: We offer comprehensive bookkeeping services, including monthly record keeping, financial statements, and payroll management.
- Financial Statements: We provide accurate and timely financial statements, including profit and loss statements and balance sheets.
- Cloud and On-Site Solutions: We offer flexible solutions, including QuickBooks Online and APP integration, to meet the unique needs of our clients.
Our Expertise
Our team of experts has extensive experience in providing financial services to business owners and entrepreneurs. We have a deep understanding of the challenges and opportunities facing small business owners and are committed to providing personalized services that meet their unique needs.
What Our Clients Say
We value the feedback from our clients and are proud to share their testimonials.
"I love working with Jen. She is always on time, organized, and professional. Finally, someone who understands my reporting needs and can provide timely and accurate financial statements." - Client
"I was hesitant to outsource my bookkeeping, but Jen has been a game-changer. She is efficient, organized, and always ahead of schedule. I can finally focus on growing my business instead of worrying about small details." - Client
Summary of Tax Services
A tax preparation service's professionalism and quality of work have been called into question due to a poor experience with one of their representatives. Joshua Frankel, a dissatisfied client, had a frustrating experience with the service. He felt that the staff was unhelpful, and it took multiple emails to get a response from them. Furthermore, his tax information was sent to him late. According to Joshua, the service provider only plugged in the numbers he provided and did not offer any assistance or advice.
On the other hand, Stephanie Sanford had a positive experience with a different representative, Emily. Stephanie received quick and responsive service from Emily, and she was extremely satisfied with the service provided.
