About Us

Who We Are

We at Brown Tax & Accounting are a unique, passionate and experienced group of specialists in Financial Planning, Tax Planning, Estate Planning and Medicare Solutions. Our goal is to add value to our client’s financial lifestyle with every conversation, meeting, email and event. We believe that the focus should revolve around our client’s needs, goals and best interests: Today, Tomorrow and TOGETHER. If you are a current client, thank you for your trust. And if you’re not a current client, we look forward to the opportunity to be a resource for you.

What We Do

For the last two decades, we have provided clients with premier service focused on their investment/financial planning and tax planning/preparation. At Brown Tax Financial Specialists we have expanded to an even more unique experience for our clients. We have united financial planners, tax planners, estate planners and Medicare planners to holistically serve and build our clients the most well-diversified plans.

Our Approach

Each client has a specific need and goal. Our commitment is to provide our clients an individually-tailored plan to meet their specified needs and goals. We operate our business using a simple creed: Honesty, Pride and Commitment. Each of our specialists are top-notch planners in their respective fields. We have created synergy between the four prime elements of financial success.

Our Mission

We strive every day to add value to our client’s financial futures. Whether preparing tax returns, rebalancing retirement portfolios, reviewing wills or comparing Medicare programs, our focus always revolves around our client. We will never stop in our pursuit to guide our clients, both individuals and businesses alike, to their personal needs and goals.