Business Details
46 Years
experience
Your Trusted Partner for Tax and Accounting Solutions in Bellingham
At Brumfield Franks Tax, we have dedicated ourselves to providing proactive tax planning and accounting solutions since 1980. Our team combines over 35 years of experience with a commitment to understanding the unique needs of individuals and small businesses. As certified QuickBooks professionals, we offer tailored bookkeeping services, on-site training, and remote support to streamline financial operations. We prioritize client relationships, ensuring accurate tax preparation and strategic financial advice to help clients achieve long-term success.Our approach emphasizes transparency, personalized service, and staying ahead of evolving tax laws to minimize liabilities and maximize savings. By focusing on education and practical solutions, we empower clients to make informed decisions about their financial future.
Services
Tax Preparation
Bookkeeping
Financial Planning
QuickBooks Support
Business Solutions
Details
- Year established: 1980
Highlights and features
- We offer 35+ years of experience in tax and accounting services.
- Our team includes certified QuickBooks professionals with hands-on expertise.
- We provide on-site and remote training tailored to your business systems.
- Our proactive tax planning strategies legally minimize your tax burden.
- We guarantee personalized service with a focus on client education.
Associations and certifications
- Intuit QuickBooks
Services
Tax Preparation
We specialize in accurate and timely tax preparation for individuals and businesses. Our team stays updated on federal and state tax law changes to ensure compliance while maximizing deductions. Clients benefit from personalized strategies to minimize liabilities and receive support during audits.
Bookkeeping
Our certified QuickBooks specialists manage bookkeeping tasks, including payroll, bank reconciliations, and financial reporting. We offer on-site and remote training to optimize accounting systems, ensuring businesses maintain organized and error-free records for informed decision-making.
Financial Planning
We guide clients in creating actionable financial plans to achieve short- and long-term goals. Services include retirement planning, investment strategies, and cash flow management, emphasizing education to help clients make confident financial decisions.
QuickBooks Support
As certified QuickBooks advisors, we provide setup, training, and troubleshooting for businesses. Our support includes selecting the right software version, customizing accounting systems, and ongoing technical assistance to streamline financial operations.
Business Solutions
We assist businesses with organizational structure, cash flow management, and tax-efficient strategies. Our solutions address payroll, cost control, and profitability improvements, tailored to startups and established companies seeking sustainable growth.
People
Kristi Franks
Senior Accountant
Kristi Franks, a Senior Tax Accountant, holds a Bachelor's in Accounting and Economics. With expertise in taxation and QuickBooks, she focuses on client education and small business needs, combining professional experience with personalized service.
Daniel Brumfield
Senior Tax Advisor
Daniel Brumfield brings 35 years of accounting experience, including roles as a comptroller and small business owner. His background in tax law revisions and strategic planning supports clients in achieving financial compliance and growth.
Jessica Hubbard
Bookkeeper
Jessica Hubbard, a bookkeeper with an Associate's Degree, specializes in small business accounting. Her hands-on experience with data entry and office administration complements her role in managing client financial records efficiently.
Jennifer Brumfield
Paralegal
Jennifer Brumfield, a paralegal with 30+ years of legal experience, handles probate, real estate, and corporate law. Her expertise supports clients in navigating legal aspects of financial planning and business operations.
Derek Franks
Office Manager
Derek Franks manages office operations, leveraging his Process Operations degree to ensure smooth administrative functions. His role supports the team in delivering efficient client services while maintaining a collaborative work environment.
Questions
What tax services do you offer for small businesses?
We provide business tax returns, payroll tax filings, and strategic tax planning to minimize liabilities while ensuring compliance with federal and state regulations.
How can QuickBooks support benefit my accounting process?
Our certified QuickBooks advisors offer setup, training, and troubleshooting to optimize your accounting system, improving efficiency and accuracy in financial management.
Do you provide financial planning for retirement?
Yes, we create personalized retirement plans, including investment strategies and tax-efficient savings methods, to help clients achieve long-term financial security.
What areas do you serve?
We primarily serve Bellingham, Washington, with remote support available for clients nationwide through virtual consultations and software training.
Can you assist with business startup planning?
Yes, we guide clients in selecting legal structures, securing financing, and implementing accounting systems tailored to new business needs.
How do you handle IRS audits or tax disputes?
We act as your advocate, preparing documentation and communicating with the IRS to resolve audits and disputes efficiently while minimizing client liability.
