Services Provided at The Brown Companies, LLC

Tax Planning:

Tax planning is an essential element of the tax preparation process.  By making tax planning part of your overall strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.              

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Estate and Gift Planning

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential.  We can guide you through the complex process of getting your financial affairs in order.

IRS and State Audit Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.  IRS Representation is one of our specialties. We can help to take the anxiety out of a challenging process.

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised.  Meaningful, well-organized financial records ensure that your business and personal operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

•  General ledger & financial statement preparation

•  Bookkeeping (Monthly/Quarterly/Annual) for both individuals and businesses

•  Accounting system setup for new businesses

•  Business tax return preparation (Sales & Use/Business Property)

Business Entity & Succession Planning

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. Also, effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations.  With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system.  Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities.  We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. 

Specialized Services

Due to our diverse client base, we encounter a wide array of financial and tax issues.  As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below.  We feel our ability to provide such a variety of services reflect our versatility and competency, as well as our dedication to quality client service.

• Personal check writing service

• Geriatric client advocacy & case management  

• Investment review

• Medicare supplemental insurance analysis

• Cash flow forecasting

• Employee benefit plans