Taxes are some of the largest expenses you'll face in life, and mistakes or missed opportunities can be costly.

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At Brookwood Financial Services, tax preparation is handled with attention to accuracy, compliance and your individual circumstances. Your return is prepared and reviewed under the supervision of an IRS Enrolled Agent before filing.

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Because Brookwood also provides financial planning and investment advice, we can identify when a tax issue may have implications beyond the return itself. Broader planning services are available when appropriate, but are never required for tax preparation clients.

We work with a wide range of individual taxpayers, including:

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• Individuals and families

• Retirees and those with investment income

• Employees with W-2s and common tax forms

• Self-employed individuals, sole proprietors, and single-member LLCs

• Clients with straightforward multi-state filing needs

• Clients with rental properties

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Our primary focus is individual and sole-proprietor tax returns. If your situation requires specialized business filings such as partnership or S corporation returns, we'll review and help you determine the appropriate next step or refer you to another professional when appropriate.

Our tax preparation services typically include:

• Federal and state return preparation and e-filing

• Secure electronic document upload and storage

• Review of deductions, credits, and opportunities applicable to your situation

• Post-filing summary and record copies

• Optional tax and financial planning conversations for clients who want help beyond tax preparation

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• Send Your Documents Securely – Upload W-2s, 1099s and other tax documents through our secure digital process.

• We Prepare & Review – Your return is prepared and carefully reviewed for accuracy and completeness.

• You Review & Approve – We'll review the return with you and answer questions before filing.

• We File & Confirm – Once approved, we electronically file your return and provide copies for your records.

Tax preparation fees are based on the complexity and responsibility involved in your return—not simply the number of forms or sources of income.

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Returns may require additional time and review when they involve multiple income sources, investment activity, retirement distributions, multi-state filing, self-employment or situations requiring additional reconciliation or professional judgment.

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Final pricing is confirmed after a brief review of your information and before work begins, so you know what to expect.

Tax preparation shouldn't feel rushed or impersonal.

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At Brookwood, you work directly with a local professional who understands both taxes and the broader financial decisions that often sit behind them. We combine secure technology with personal service to make tax preparation convenient, accurate and straightforward.

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Tax preparation is available as a standalone service. If you want help beyond filing—such as retirement planning, investment advice, Roth conversion analysis or year-round tax planning—those services are available, but never required.

Brookwood Financial Services provides professional tax preparation from our office in Oscoda, Michigan, serving clients throughout Oscoda, Au Sable, Tawas, East Tawas and surrounding Northeast Michigan communities. Secure virtual tax preparation is also available for clients who prefer to work remotely.