Professional Tax Preparation Services
Accurate, reliable and stress-free tax filing for individuals, families and small businesses.
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Whether you're filing as an individual, small business owner or retiree, our goal is to make tax season simpler and more efficient-so you can focus on what matters most.
Confidence in Every Return
Taxes are some of the largest expenses you’ll face in life, and mistakes or missed opportunities can cost you.
At Brookwood Financial Services, we provide professional tax preparation that’s thorough, compliant, and personalized to your situation. All tax preparation is conducted under the supervision of an IRS Enrolled Agent (EA), and every return is reviewed and finalized by the EA before filing.
Who We Serve
We work with a wide range of individual taxpayers, including:
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Individuals and families
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Retirees and those with investment income
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Employees with W-2s and common tax forms
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Self-employed individuals, sole proprietors, and single-member LLCs
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Clients with straightforward multi-state filing needs
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Our focus is on accurate, reliable individual and sole-proprietor returns. If a return requires specialized or complex business filings—such as partnerships or S-corporations—we’ll help determine the best next steps or refer you to a trusted specialist.
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No matter your situation, our goal is to simplify your filing experience while ensuring accuracy and peace of mind.
What’s Included
Our tax preparation services typically include:
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Federal and state return preparation and e-filing
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Secure electronic document upload and storage
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Review of deductions, credits, and opportunities applicable to your situation
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Post-filing summary and record copies
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Optional tax and financial planning conversations for clients who want a broader advisory relationship
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(Planning conversations are available but not required for tax preparation clients.)
How It Works
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Upload Documents Securely – Submit W-2s, 1099s, and other tax forms through a private, encrypted portal.
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We Prepare and Review – Your return is prepared by a qualified professional and reviewed for accuracy by an Enrolled Agent.
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You Review and Approve – We’ll walk you through your return and answer any questions before e-filing.
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We File and Confirm – Once approved, we e-file your return and provide confirmation with a full copy for your records.
Pricing
Pricing depends on the complexity of your return. Most individual returns begin with a standard base fee, while returns involving sole proprietors, small businesses, or multi-state filing requirements are quoted individually based on the forms and schedules involved. You’ll receive a quote based on your initial information, and final fees will be confirmed after reviewing your documents and before any work begins.
Why Brookwood
Tax preparation shouldn’t feel rushed or impersonal.
At Brookwood Financial Services, we combine technology with personal attention and experience to deliver accurate, compliant returns and timely tax returns. Our goal is to make your filing experience smooth and straightforward, while giving you the confidence that your return has been handled with care.
Brookwood Financial Services, LLC provides professional tax preparation and filing services for individuals and small businesses under the supervision of an Enrolled Agent (EA), authorized by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. We do not provide legal advice. All information is intended for educational and planning purposes only.
The testimonials/ endorsements shared here are genuine and voluntary, coming directly from our valued clients. Clients retain the freedom to withdraw their testimonials from this platform whenever they choose. To ensure relevance, testimonials undergo annual reviews. They are presented in their original form and with consent from our clients. Should you wish to obtain a copy of our marketing policies and procedures regarding testimonials/ endorsements, please don't hesitate to reach out to our office.