Services


Brown and Associates provides a wide range of services to individuals and businesses in a variety of industries. At Brown and Associates, we strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Tax Management Services including, but not limited to:

  • Corporate, Partnership, Non Profit, and Sole Proprietor Tax Preparation
  • International Taxation
  • Accounting Services
  • QuickBooks Accounting Set-Up, Instruction and Follow-Up Support
  • Staffing Solutions for your Accounting Department
  • Entity Selection and Restructuring
  • Financial Projections and Forecasts
  • Mergers, Acquisitions, and Sales
  • IRS Representation
  • Estate and Trust Planning and Tax Preparation
  • Bookkeeping/Write-up
  • Payroll Services
  • Assurance and Advisory Services
  • Cash Flow and Budgeting Analysis
  • Business Valuation
  • Employee Benefits, Pension, and Profit-Sharing Plans
  • Corporate, Partnership, Non Profit, and Sole Proprietor Tax Preparation

Corporate, Partnership, Non Profit, and Sole Proprietor Tax Preparation

At Brown & Associates we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently tax law changes. We are knowledgeable and up to date on the tax laws and can make sense of what would be the best approach to your circumstances.
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IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with Brown & Associates can put your anxiety about the audit at bay.
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International Taxation

Whether you’re a corporation with overseas operations, or a business or individual needing to work out taxation of U.S. residents working abroad, or foreign citizens working in the U.S., Brown & Associates can help you plot a course through cross-border taxation issues. There are many special rules and policies for businesses with a foreign presence. We can help you make sense of how you are affected by those international rules of the IRS Code.
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Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Brown & Associates’ role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one’s estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time that they need to adjust to their loss.
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Accounting Services

Business owners are decision makers and ideally they should rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Brown & Associates Accounting Services steer you closer to these goals not just with accurate record keeping and reporting, but also with support on other financial issues such as: initial accounting system setup, cost-containment, tax planning and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • Helping you in selecting the best software that fits your needs
  • Accounting system set-up and support
  • General Ledger and financial statement preparation
  • Monthly, quarterly or annual bookkeeping
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Tax Planning and return preparation
  • Shareholder/Owner’s personal financial statements
  • Request information about Accounting Services below Back To Top
  • Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet it can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your business operation. We offer several options to suit your needs.
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QuickBooks Accounting Set-Up, Instruction and Follow-Up Support

QuickBooks is a very powerful program that can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you install, setup and use it properly. We help use the software more efficiently and properly?.remember garbage in, garbage out??

We offer the following solutions to help you meet your QuickBooks needs and goals:

Training

We train you personally, either one-on-one or several individuals within your organization at your company?s location. Follow-up questions could be answered via remote access.

Many clients have already started using QuickBooks on their own, so they do not need training from the start but have specific questions or need to know how to obtain customized reports or other desired outcome. We can train you specifically on your questions.

Setup

We assist new QuickBooks users with initial setup including: Initial software Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate set-up.

We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

Integrated Applications

Although QuickBooks is a very powerful software, there are certain tasks that are not optimized like inventory. Yet other tasks like Point of Sale for retail operations are better performed by other applications. There are many other software that integrate with QuickBooks, including some that are produced by Intuit, the maker of QuickBooks, like QuickBooks Point of Sale.

Brown & Associates can help you integrate other applications to work seamlessly with QuickBooks to be able to give you the desired detailed outcome not presently provided by QuickBooks alone.

Support

Our QuickBooks support service can assist you with any installation, setup or operational assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business performance.

As time goes by, usually the reviews involve less time as we provide descriptive notes of any changes made and detailed, documented instructions on how to enter any transaction differently.
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Payroll Services

We can tailor Payroll services to your specific needs. Some clients do not have the manpower to do any part of the payroll and all they want to do is report the hours and/or salaries. Others, would like to process the payroll in house, especially if they are already using QuickBooks software, but they do not want to have to deal with the payment of liabilities and/or the Quarterly Payroll Tax Returns.
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Staffing Solutions for your Accounting Department

Outsource your Accounting Department, so you can concentrate on what you do best… managing your business. At the same time, you can get timely, accurate information. We take pride in being able to select the right person for your organization. This match is not only done by the knowledge needed for the position, but also by taking into consideration your company’s culture and mode of daily operations.

The variety of options is endless depending on your needs. You might just want someone to come during your bookkeeper’s or accountant’s vacation or sick time, or someone on a part-time basis during the busy season, or yet in another occasion, you might need to replace some accounting staff due to attrition, etc.

We give rigorous tests to all our applicants. Tests are both written multiple choice as well as hands on the different software to be used. Additionally, we also do online tests through a company that specializes on testing for all industries, e-skill. Our rates are very competitive and if available, we send the person that is already familiar with your daily operations.
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Assurance and Advisory Services

At Brown & Associates, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, this in turn means more success for your business.

Services that comprise the outcome outlined above include, but are not limited to:

  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Business valuation
  • Financial projections and forecasts
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession
  • Request information about Assurance and Advisory Services below Back To Top
  • Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Brown & Associates can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
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Cash Flow and Budgeting Analysis

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. Brown & Associates can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business’ success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
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Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Brown & Associates combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company’s success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.
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Business Valuation

The range of needs for valuing businesses continues to widen, and Brown & Associates. can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.
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Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, Brown & Associates can provide professional know-how to help you successfully structure and negotiate the deal. We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.
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Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. Brown & Associates can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company’s financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

Client Referral Incentive Program:
We are offering a discount on your invoices for any client referrals