When I decided to open my own firm, I wanted to focus on the individual, small - medium business, and non-profit sectors of business, and offer them the same advanced level of services large corporations have access to, as well as expert taxation services by a licensed professional - all at reasonable rates.
Since most of my clientele need help in taxes -whether it be tax planning, setting up the right business entity for the best tax benefits, or resolving an issue with the Internal Revenue Service (IRS) or local tax authority, I sat for and passed the examination process an earned my EA (Enrolled Agent) license - the only professional license issued & administered by the IRS (aka "getting it from the horse's mouth" when it comes to taxation).
Since most of my clientele need help in taxes -whether it be tax planning, setting up the right business entity for the best tax benefits, or resolving an issue with the Internal Revenue Service (IRS) or local tax authority, I sat for and passed the examination process an earned my EA (Enrolled Agent) license - the only professional license issued & administered by the IRS (aka "getting it from the horse's mouth" when it comes to taxation).
Services
Starting a new business? We can help you in selecting the right business entity (LLC?) and setting up your books & accounting system. For current businesses, we can clean up, reconcile & organize the books - including a review of the tax returns for book-to-tax confirmation. We also provide upgrades & install new software, and training for all tasks & manuals.
Reviews (3)
R. G.
Jan 28, 2021
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Lisa Lindsay
Oct 31, 2020
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Our start-up non-profit association started working with Brown & Brown in October 2014. Lisa's knowledge and experience working with non-profits was invaluable to us. As the Executive Director of the Private Risk Management Association, I rely on Lisa to ensure our books are in order, bills get paid, payroll and taxes are filed and that our member renewals and database are in order. Her broad experience (accounting, technology, databases) is invaluable. This year we celebrate our sixth year anniversary as a successful association with over 2,000 members as well as our six year anniversary with
John
Jul 22, 2017
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I have utilized the services of Brown and Brown Accounting, Inc. for nearly seven years, and recommend them highly for bookkeeping and accounting services. They are very professional, knowledgeable, and very helpful in providing budgeting and financial advice to our non-profit organization.Lisa and Joey Brown set the bar for trustworthiness and reliability.Their tax preparation for the organization is thorough and affordable. John Panarese, Executive Director, Animal Rescue League of Fall River.
