Business Details
50+ Years
experience
Trusted Certified Public Accountants in Omaha
For over six decades, McFarlin & Brokke has established itself as a trusted partner in accounting, tax, and financial consulting services across Omaha and the Midwest. Our approach centers on understanding each client's unique needs through active listening and tailored guidance, combining deep technical expertise with a commitment to long-term relationships. With a team of certified professionals, we deliver comprehensive solutions for individuals and businesses, from day-to-day accounting to strategic financial planning.Our reputation for timely responses, technical excellence, and ethical practices has been built through consistent delivery of actionable insights that drive client success. We prioritize transparency in all communications, protect client information rigorously, and focus on optimizing financial outcomes through tax efficiency and forward-looking strategies. This enduring philosophy continues to make us a preferred advisor for generations of clients seeking reliable financial stewardship.
Services
Tax Preparation
Financial Planning
QuickBooks Services
IRS Audit Representation
Business Consulting
Details
- Year established: 1965
Highlights and features
- We offer 60+ years of combined experience in Omaha's financial landscape
- Our team includes CPAs with specialized QuickBooks certification
- We provide proactive tax planning to minimize liabilities legally
- Our client retention rate exceeds 95% over two decades
- We guarantee timely responses to all client inquiries
What people say
Trusted accountants
Timely response
Understand business goals
Joy to work with
Achieve goals
Services
Tax Preparation
Our certified professionals prepare accurate individual and business tax returns while identifying legitimate deductions and credits. We stay current with evolving tax laws to ensure compliance and optimize liabilities. Clients receive proactive guidance to make informed financial decisions throughout the year.
Financial Planning
We develop personalized financial roadmaps addressing retirement goals, estate preservation, and investment strategies. Our approach combines risk assessment with tax-efficient planning to build long-term wealth. Regular reviews ensure plans adapt to changing life circumstances and market conditions.
QuickBooks Services
From initial setup to advanced training, we help businesses maximize QuickBooks functionality. Our support includes system optimization, data cleanup, and integration with other business tools. We ensure accurate financial tracking and reporting for informed decision-making.
IRS Audit Representation
We provide comprehensive audit support including documentation preparation and direct IRS communication. Our specialists protect client interests while resolving discrepancies efficiently. Proactive strategies help prevent future audit triggers through improved compliance practices.
Business Consulting
We offer strategic guidance on cash flow management, business valuations, and growth planning. Services include financial statement analysis, succession planning, and operational efficiency improvements tailored to each client's industry and growth stage.
People
Michael J. Smith
Partner, Shareholder, CPA, President
With CPA and certified financial advisor credentials, Michael specializes in corporate tax consulting and wealth management. He leads assurance services and strategic planning while actively participating in local community organizations like the Stephen Center.
Douglas D. Morris
Partner, Shareholder, CPA, Vice President
Doug brings expertise in tax resolution and business consulting, serving clients across real estate, automotive, and professional services sectors. He holds advanced accounting degrees and contributes to local charities like Project Wee Care.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, payroll processing, financial reporting, tax compliance, cash flow management, and business consulting tailored to Omaha's small businesses.
How can you help with IRS audit issues?
Our experienced CPAs handle all aspects of IRS audits, from documentation preparation to direct representation, ensuring compliance while protecting your interests throughout the process.
Do you offer QuickBooks support for business owners?
Yes, we provide QuickBooks setup, training, troubleshooting, and optimization services to help businesses maximize the software's capabilities for their specific needs.
What financial planning services are available for individuals?
We offer comprehensive financial planning covering retirement strategies, estate planning, tax-efficient investing, and wealth preservation tailored to individual client goals.
How do you handle business tax planning and compliance?
Our team provides year-round tax planning, entity selection guidance, quarterly tax projections, and compliance filings to minimize liabilities while maintaining full regulatory compliance.
