Partner-led advisory supported by a collaborative team—built for complex work and clean execution.
Meet the partners of Brummitt, Deane & Talley.
Partner | Business, Individual & Advisory Services
Jim works with business owners and individuals on tax compliance, tax planning, and advisory services that extend beyond the return itself. His practice focuses on closely held businesses, owner-operators, and individuals with evolving financial and tax considerations. Jim emphasizes aligning accounting systems, financial data, and tax strategy to support informed decision-making and long-term planning.
Partner | Audit & Assurance, Business Valuation & Taxation
David leads the firm’s audit and assurance practice and advises clients on complex business valuation and tax matters. His experience includes attest engagements, transaction support, and tax planning for operating companies and professional service firms. David brings a disciplined, analytical approach to evaluating financial information and helping clients understand value, risk, and compliance requirements.
Partner | Individuals with Complex Investments
Jon specializes in tax compliance and planning for individuals with complex investment portfolios. His work frequently involves investment income reporting, passthrough entities, multistate considerations, and coordination with financial advisors. Jon is known for his attention to detail and for helping clients navigate sophisticated tax issues with clarity and confidence.
Partner | Small Businesses & Their Owners
Steven advises small businesses and their owners on tax compliance, planning, and practical business considerations. He works closely with entrepreneurs to ensure their tax filings reflect their operations accurately while supporting growth and cash-flow awareness. Steven focuses on clear communication and actionable guidance tailored to owner-managed businesses.
