Services
We offer you more by bringing more
The depth and breadth of our experience in a variety of services makes us an ideal business partner. Brubaker & Williams provides a full range of services to clients all across the country.
Tax Services
Individual Taxes
Let’s face it, income taxes are complicated. The IRS website contains hundreds of forms, instructions, and publications. We study the tax code and keep up with new developments so that you don’t have to. We offer year-round support for our clients and answer your tax questions throughout the year. For new clients, we review your prior year tax return at no charge.
As a Certified Public Accountant (CPA) Firm we are uniquely qualified to provide tax planning and tax preparation services to you and your family. As a member of the Association of International Certified Professional Accountants (AICPA) we are also required to abide by a code of professional ethics and fulfill 120 hours of continuing professional education every three years.
Business Taxes
There are many ways businesses achieve tax savings – and the CPAs at B&W know them well. When you work with us, you gain a team of trusted advisors dedicated to your financial success.
Our CPAs are adept at understanding the complex tax laws facing companies of all sizes, and they stay up to date on all changes to the corporate tax code. Not only are we knowledgeable about tax law, we help clients develop strategies that enable the law to work in their favor.
Income Tax Planning
We engage in income tax planning for our individual and business clients so that we can optimize their tax situations, plan for cash tax payments, and minimize penalties. For individuals, we collaborate with your financial advisor to make sure you have the proper retirement account types for your financial goals.
Nonprofit Tax Services
Our CPAs have extensive experience with nonprofit entities in a number of industries, and can keep your organization in compliance with the federal, state, and local laws that impact nonprofits.
Consulting Services
Strategic Planning and CFO Services
We can assist business owners with a variety of strategic planning areas, from providing guidance on your entity structure given your business model and growth profile, to assisting with retirement plan structures to meet your long-term goals. We can help you with all aspects of preparing your business for bank financing, from assisting with financial statements to modeling forward looking financial statements.
Special Projects
As professionals that have performed at the highest levels in industry, we leverage our experience to help you wherever you need it. We have the skills to consult on special projects.
Assurance
Our team provides a spectrum of assurance services. We are well-versed in audits, reviews, and compilations, and can tailor our services to meet your needs. Our most recent peer review of our assurance services resulted in an unqualified opinion – the highest rating possible.