Tax Preparation & Advisory

Tax Solutions Built Around You.

Tax season shouldn't be stressful. At Brew Financial, we provide accurate tax preparation and proactive tax planning to help individuals and businesses stay compliant, maximize opportunities, and plan with confidence.

Whether you're filing a simple return or navigating more complex tax situations, we're here to guide you every step of the way.

Our Tax Services

Individual Tax Preparation

Professional preparation of federal, state, and local tax returns with accuracy and attention to detail.

Business Tax Preparation

Tax preparation for sole proprietors, partnerships, LLCs, and corporations, tailored to your business needs.

Tax Planning & Advisory

Year-round guidance to help you understand tax implications, prepare for upcoming obligations, and identify opportunities before filing season.

Tax Resolution Assistance

Support with IRS and state tax notices, letters, and general guidance to help you understand your options and next steps.

Estimated Tax Planning

Planning for quarterly tax payments to help reduce surprises and keep you on track throughout the year.

Amendments & Prior-Year Returns

Assistance with amended returns and filing eligible prior-year tax returns when needed.

The Brew Financial Tax Process

1. Gather

Securely upload or bring your tax documents.

2. Prepare

We review your information, prepare your return, and answer your questions.

3. File

Once approved, your return is electronically filed, and you'll receive copies for your records.

4. Plan

We'll discuss strategies and considerations for the coming tax year to help you stay ahead.

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We pride ourselves on our adaptability and commitment to excellence in every aspect of our service. Explore what we have to offer and how we can contribute to your success.

Secure & Convenient

Preparing your taxes has never been easier.

Our secure client portal allows you to:

  • Upload tax documents securely
  • Complete tax organizers online
  • Review and electronically sign documents
  • Access completed tax returns anytime
  • Communicate securely with our team

Tax Services Pricing 

Individual Tax Return

Starting at $59.99

Includes:

  • Federal Tax Return
  • Electronic Filing
  • Secure Client Portal
  • Document Review

Everything Tax Return

$89.99

 

  • Federal Tax Return (1-Dependent)
  • State Tax Return*
  • Electronic Filing
  • Secure Client Portal
  • Document Review
  • Itemized deductions
  • Multiple W-2s

+ $25.00 Per Dependent

 

Itemized & Complex Returns

$149.99

  • Federal Tax Return (2+Dependents)
  • State Tax Return*
  • Electronic Filing
  • Secure Client Portal
  • Document Review
  • Itemized deductions
  • Multiple W-2s
  • Itemized deductions
  • Multiple W-2s
  • 1099 income
  • Investment income
  • Rental property
  • Self-employment
  • Dependents & tax credits

Tax Planning & Advisory

Starting at $99 per consultation

Need answers before tax season?

Meet one-on-one to discuss:

  • Tax-saving strategies
  • Business tax planning
  • Estimated taxes
  • Life event planning
  • Retirement tax considerations
  • General tax questions

Prior-Year Returns

Starting at $99 per year

Need to catch up on previous tax returns?

We'll help prepare and file eligible prior-year returns while reviewing your tax situation.

$199.99 Per Return 

IRS & State Notice Review

Starting at $75

Received a tax notice?

We'll review the correspondence, explain what it means, and discuss your available options.

Tax Services Disclaimer

Brew Financial provides professional tax preparation and tax advisory services based on the information provided by each client. Clients are responsible for ensuring that all submitted information is accurate and complete. While we strive for accuracy and compliance with applicable tax laws, we cannot guarantee specific tax outcomes, refunds, or the avoidance of audits or governmental review. Tax laws are subject to change, and individual circumstances may affect the application of tax rules.