For Individuals
College Financial Planning
How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?
Elder Care Planning
Finally… Worry Free Financial Management for Your Aging Parent or Family Member.
How To Handle Your Brookfield Company’s Payroll Taxes
It's no secret that for many people who get in hot water with the IRS, a very common reason is payroll taxes. For many, they aren't filing properly, "assuming" that their bookkeeper is handling it or their payroll software. But that isn't necessarily the case, I'm sad...
B&M Accounting & Tax Service, Inc.’s Three Business Tax Penalties To Avoid When Possible
Let's address an unfortunate reality: As a business owner, you have a greater number of tax reporting obligations than a regular person has. (Of course, you have MANY more tax-savings opportunities as well.) But with those increased obligations comes increased...
Some Small Business Tips Your Brookfield Business Should Learn
Today, let's reach for some small business tips you should be taking away from this past season. As Brookfield business owners, we always need to be ready to adapt to changing times -- this time around change just happened to come ... faster. So, what should we do...
Developing Accountability In Your Brookfield Business Is Crucial
During the first Super Bowl that Tom Brady won (with the Patriots), these were some of the companies who advertised (hat tip to Jon Erlichman of Bloomberg): AOL Blockbuster Radio Shack Circuit City CompUSA Sears HotJobs Yahoo VoiceStream Wireless Gateway Computers The...
B&M Accounting & Tax Service, Inc.’s Top 5 List of Potentially Fatal Business Mistakes
There is a difference between income and wealth. Tax returns aren't about wealth -- they're about "income", and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not ... and wage-earners probably...
Passing Down Your Brookfield Family Business
If we've learned anything from 2020, it's that our best-laid plans don't always turn out. As the great philosopher Mike Tyson once said: everyone has a plan until they get punched in the face. What is your plan for exiting your Brookfield family business? You need to...
A Few Winning Tips for Controlling Costs in Brookfield Businesses
So ... I'm not sure if you knew this. Apparently, running a business is expensive. And controlling costs can be daunting. But despite whatever you might see from those gurus who are posing by their Lamborghinis in the Facebook ads ... even the leanest Brookfield...
B&M Accounting & Tax Service, Inc.’s Thoughts on Reimbursement vs Company Cards
If you'll forgive me, I'm going to get pretty geeky today. You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc., or using a company cc. Oh, my Brookfield readers, I'm going to take you down a little rabbit hole...
4 Tips for Brookfield Taxpayers Owing the IRS
For many Brookfield individuals, families, and businesses, it can seem that the government has simply been throwing money around and not paying attention to what is done with it, or collecting what is due. But if you believe that the IRS won't come hunting for ways to...
Brookfield Taxpayers, The Problem with an Unfiled Tax Return…
The unfortunate reality is that if you have an unfiled tax return -- even if you don't owe any taxes that year -- there can be problems. And, that is obviously the case if you do happen to owe taxes. Not only can the federal government stir up trouble for you, but...
How You're Missing Legal Tax Deductions
Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year! Change that with our tax services.
Let Us Help:
Customer Stories
![]()
Yimenu WondaleTrustindex verifies that the original source of the review is Google.
B&M Accounting and Tax Service has been outstanding in providing prompt, reliable, and accurate accounting services. They have consistently handled my tax returns with great attention to detail, and I truly appreciate their guidance on financial planning throughout the years. The entire team is professional, welcoming, and always willing to help. Their expertise and responsiveness make the process smooth and stress-free. I highly recommend B&M Accounting and Tax Service to anyone in need of tax preparation, business advice, or payroll support.![]()
Ashleigh WhitmanTrustindex verifies that the original source of the review is Google.
Bez and her team corrected a huge mess done by a different tax professional. They have saved us tremendously and I trust them to handle all of my taxes from here on out. We are beyond grateful to have found them! Such a pleasure to work with, I highly recommend them!![]()
Tsehay AbrehamTrustindex verifies that the original source of the review is Google.
B & M Accounting and Tax Service did both my business and personal taxes, and they were excellent. Professional, knowledgeable, and very thorough. I’m extremely satisfied with their work and highly recommend them.![]()
Anish ShahTrustindex verifies that the original source of the review is Google.
I’ve been extremely impressed with B&M’s expertise and dedication. Bez's approaches my tax filings with exceptional thoroughness, ensuring every detail is accurate and nothing is overlooked. Her knowledge of tax regulations and planning strategies is outstanding, and she takes the time to explain options clearly so I can make informed decisions. I truly appreciate how she proactively identifies opportunities to optimize my tax situation, going far beyond simply preparing returns. She treats my household’s finances with the same care and attention she would give her own, which gives me complete confidence in her work. Beyond her technical skills, she’s an incredible resource for year-round tax planning. She regularly provides thoughtful suggestions tailored to my specific circumstances, helping me make smart financial choices that benefit both the short and long term. Her commitment to being comprehensive, combined with her genuine interest in my financial well-being, sets her apart from anyone I’ve worked with before. I always leave our meetings feeling informed, supported, and confident that my taxes are in the best possible hands. Additionally, she has great staff that works with her. One of the people on her staff, Harpreet is great to work with. She's also very thorough and easy to interact with. I would recommend B&M to all of my family and friends.![]()
Eyerusalem AsfawTrustindex verifies that the original source of the review is Google.
I have been with B&M for several years now and I don't have enough words to thank them for their excellent services. The team is very knowledgeable, receptive and address my questions and concerns in a timely manner. I highly recommend B&M without any reservations.![]()
Erika ReyesTrustindex verifies that the original source of the review is Google.
I’ve been using B & M Accounting and Tax Services for both my own and my daughter’s income taxes for the past few years, and the experience has been nothing short of excellent. Their team is not only highly professional and accurate, but also incredibly kind and supportive throughout the entire process. They’ve consistently prepared our taxes with great attention to detail, ensuring everything is done correctly year after year. On top of that, they also helped me resolve issues with past tax returns that were incorrectly filed by another company. Thanks to their expertise and dedication, everything was corrected smoothly and efficiently. I truly appreciate the personal care and patience they show in their work. I highly recommend B & M Accounting to anyone looking for reliable, knowledgeable, and compassionate tax services.![]()
Girma T. BeyeneTrustindex verifies that the original source of the review is Google.
Amazing team, very cordial and highly time flexible in accommodating our needs with timely response to our inquiry with incredible mastery of their field with more than satisfactory answers. We have built trust in them for several years now without any issues and are pleased with their service every year. We highly recommend B&M Accounting and Tax service for Tax and accounting needs. Girma and Sisay![]()
Jessica L.Trustindex verifies that the original source of the review is Google.
This accounting firm is AMAZING! I have a small business and paid thousands of dollars extra in taxes for the last 2 years because my previous accounting firm, also in the local area, convinced me that it wasn't "worth it" for me to have my taxes itemized and I should just do a standard deduction. Thankfully, one of my fellow colleagues who also owns their own private practice urged me to find another accountant. It took some time to find an accounting firm that will itemize taxes for a very small business (I am a sole practitioner) but I am so happy I did. I am getting a large return back this year versus paying in at the end of the year which is what my previous accounting firm was projecting. The accountants who own the business are very professional, responsive, and personable which made the experience working with them even more positive. The process for providing documentation to them through their secure portal was also easy and convenient.