Complex personal taxes? Growing business? Both? We offer individual tax preparation and filing, business accounting, and strategic planning in conjunction with your financial planning and investment needs.
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If you have stock options or company stock, you’re in the right place. We built our own software called Gemifi to streamline tax planning and scenario testing specifically for equity compensation.
Whether you're dealing with RSUs or running a company, you shouldn't have to coordinate between multiple advisors and CPAs. Let’s keep the DIY-ing at Home Depot - mistakes in this department are expensive and stressful.
Brooklyn Fi's in-house tax team brings decades of combined experience to handle your tax needs. We seamlessly integrate your financial planning and investments into all of our tax planning strategies.
This means smarter tax planning throughout the year, no miscommunication between separate firms, and peace of mind knowing your complete financial picture is understood by one cohesive team.
Tax preparation is included for Elite clients.
Tax preparation services are available for all clients of the firm for an additional fee starting at $1,500.
If you’re a Brooklyn Fi client with a business, you get access to our comprehensive outsourced accounting services. Our team handles everything from bookkeeping and monthly financial reporting to business tax filing - all seamlessly integrated with your personal financial planning. No more coordinating between multiple firms or worrying about missed opportunities.