Proactive Tax Planning
Planning ahead to reduce surprises, improve cash flow, and position you for better outcomes.
We are here to meet all your financial accounting and tax advisory needs.
One-on-one advisory when it matters, supported by a collaborative team for complex tax, audit, and business work.
Process-driven delivery
Secure collaboration
Documentation-ready
Clients Served
We work with individuals and organizations across a range of entity types and reporting needs. Below is a sampling of the types of clients we support and the kinds of coordination and reporting work we commonly perform.
Clients Served
Partnerships
Allocations, basis, K-1 complexity, and lifecycle events.
Clients Served
S Corps
Owner comp, payroll coordination, distributions, clean compliance.
Clients Served
Trusts & Estates
Fiduciary returns and planning with clarity for beneficiaries.
Clients Served
International / Cross-Border
Reporting coordination, risk reduction, and clean documentation.
Clients Served
High Net-Worth
Integrated planning, entity coordination, multi-year view.
Clients Served
Audit & Assurance
Financial statement compliance services for stakeholders.
How we deliver
Structured process
Consistent workpapers and review cadence.
Team-based execution
Audit and business tax work is collaborative by nature.
Tiered support
Start at bookkeeping; scale to controller or CFO-level insight.
Secure collaboration
Portal-first document collection and clean handoffs.
Tax & Beyond
Tax. And Beyond.
Compliance is just the beginning of the conversation.
Most accounting firms focus on filing returns. We focus on what comes next.
At Brummitt, Deane & Talley, tax compliance provides the foundation—but our role extends beyond deadlines and forms. We work with clients throughout the year to help them plan ahead, evaluate decisions, and align tax strategy with broader business goals.
Business Decision Support
Insight before major decisions—transactions, expansions, compensation, and capital planning.
Ongoing Financial Insight
Periodic reviews, trend analysis, and clarity around what the numbers are really telling you.
Compliance as a Foundation
Accurate, timely filings that support—not limit—strategic planning.
Industries
Focused experience in the operating realities of your organization.