Our accounting services safeguard you and your family and optimize all your hard-earned dollars. Please note the following tax due dates on your calendar, and come back often to keep up with the changes. We offer a broad range of services for business owners, executives and independent professionals. Please call us for a free initial consultation. If you are looking for a blend of personal service and expertise, you have come to the right place! Our rates are affordable. We are experienced and we're friendly.
Services
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir?
As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly. You could take care of their day-to-day financial tasks yourself, if you have the time and live close.
Reviews (17)
Brian S.
May 15, 2021
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Not sure I got much benefit out of using these folks. I was looking for someone to take the effort out of filing taxes, but they did not do that. I expected they were taking care of things like filing an extension, but they didn’t, and the miscommunication cost me considerably in fines. I also had hoped that they would compile expenses for my business and such, but they just asked me to do it so they didn’t serve the need I needed filled. In subsequent years I have just used TurboTax - if I need to tally up expenses myself I didn’t see much point in using them. They did recommend one retirement
Mark Dottore
Mar 20, 2021
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I had been doing my own taxes for the last 10+ years and needed to find an accounting firm at a reasonable price as my taxes had gotten quite complicated. I was extremely pleased with the responsiveness and time they spent with me and my wife. Mitch took time to answer all of our questions and Nina helped facilitate the process. The level of service was excellent and we will be using Brandt for years to come!
Alisa Fowler
Mar 04, 2021
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We filed 2019 taxes with this company. The process was smooth but the professionalism lacks. Our accountant was abrasive and pushy; and we never received an electronic copy of our returns. When I called earlier this year and asked for a copy of 2019 taxes, I received only my federal return. When I called back for a copy of my state taxes, I was told I would be charged $25 and I only had asked for my federal returns. There is nothing worse than gaslighting a customer. I stated that I asked for my returns and was only sent federal. The receptionist proceeded to say she should have charged me anyway
Nicholas R.
Oct 03, 2020
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I can say I highly recommend this business for taking care of your business taxes, Benjamin was very patient and well educated on his services to answer my questions. He took the time to explain any details for me to understand and was very responsive from my messages, I loved how they double checked on the process for my taxes to get me more money back, thank you guys!
Phil Ragsdale
Jan 03, 2020
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I had a meeting this week with Ben Jones at Brandt & Associates. Before I walked in the door I had a half dozen questions about how to handle my Mother’s tax return, and I was a bit stressed. By the time I left I was completely at ease and had an answer to every question… and then some. I don’t have many dealings with accounting firms and have always prepared my own return, but I have to say that this is precisely the kind of organization where I feel comfortable. I found Ben to be extraordinarily helpful. He was casual but professional, and adept at identifying and solving what I thought
Bryan Schaaf
Aug 01, 2019
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I started using Brandt and Associates when I lived in Virginia. I have since moved overseas but still use them. Even as complicated as taxes can be when moving around, adopting a child, buying/selling property, etc they have always been very professional, thorough, and helpful. My agent has been Ben Jones and he's been great to work with - done a great job every year.
Zac Andereck
Jun 12, 2019
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We have used Brandt & Associates for the last three years with great results. Always fast, good customer service, and spot on. Even when we moved out of the area, they continued to prepare our returns.
Looking through most of the bad ratings, a common theme emerged. Last minute returns during tax season. They are a small family owned business who WILL take the time to work with you if you have patience yourself and are courteous.
Looking through most of the bad ratings, a common theme emerged. Last minute returns during tax season. They are a small family owned business who WILL take the time to work with you if you have patience yourself and are courteous.
Howard Haimes
May 02, 2019
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Brandt and Associates are a local business with extreme customer orientation. Our tax preparer had reviewed previous year's returns and explained changes in the new tax laws. Our tax returns were prepared and audited for correctness with a very rapid turnaround. E-filing was simple and our refund was automatically deposited as requested. Perhaps most importantly, our personalized preparer made suggestions for options for consideration. We have used this group for many years and have every intention of using them for many years to come.
Linda Plunkett Goldfarb
Feb 27, 2018
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Kevin Flaherty
Jul 04, 2017
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Brandt and Associates Tax and Financial Services are outstanding. They have phenomenal customer service and truly care about their customers. They explain the entire tax process and provide excellent advice on how to limit your tax liability. We've been using Brandt and Associates for the last two years and we can't think of going anywhere else. Ben has been our tax accountant and every year does any outstanding job. Personable, honest, and inviting ... we HIGHLY recommend Brandt and Associates!!
Wendy Wisner
May 17, 2017
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Robin Price
May 17, 2017
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Miguel Miranda
May 16, 2017
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Paul Marcone
May 15, 2017
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Scott Henrichsen
May 10, 2017
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Betty R. Hall
Mar 02, 2017
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Moira Kathleen
Feb 12, 2017
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