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Client Services


Brown/Armstrong offers a wide range of services for individuals, businesses and nonprofits. We are a boutique firm that provides clients with personalized, quality counsel. Listed below are the services we offer along with brief descriptions. This list is not all-inclusive, so please inquire if you are interested in other services. If we don't provide them, we can usually refer you to qualified professionals who do.


Tax and Accounting Services

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Accounting Services including Reviews and Compilations

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Effective financial presentations also can help to reduce interest rates on bank financing. Our firm provides cost effective accounting services including the following:

Compiled financial statements - based upon information provided by the client and used primarily for internal use.

Reviewed financial statements - often required by bankers in lieu of an audit, limited assurance is provided with analytical procedures and inquiry.

Personal financial statements - for your use in planning for your financial future or for bank financing.

Consulting - when determining how to best keep financial records or to record particular financial transactions.


Financial Forecasts and Projections

Are you buying a business? Selling part of your business? Or introducing a new product line? Forecasting is useful when you are planning for changes or trying to improve profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.


IRS 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.

Stock Option Planning

For people who are compensated, in part, with stock options, tax planning is critical. We specialize in preparing stock option plans to minimize taxes and maximize return while managing cash flow.


Estate and Gift Planning Services

Estate and Gift Planning

Recent changes in the tax law do not eliminate the need for estate planning. Effective planning facilitates the orderly transfer of assets in accordance with the clients wishes in a tax efficient way. For business owners, providing for business continuity and succession of ownership is essential.

We regularly work with top estate-planning attorneys to plan for the effective transfer of assets.


Financial Consulting Services

Personal Financial Planning

As financial advisors, we are often called upon to assist with personal financial planning. We can provide these services to our clients as part of a comprehensive package of financial advice or as part of a segmented plan. We can help you to assess your financial needs and develop strategies that will not only minimize taxes, but also enable you to achieve your goals and strengthen your financial security.

We regularly serve as part of a team including your attorney and other professional advisors to develop a comprehensive financial plan for our clients and their families.


Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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