Tax:
The MoneyWise Group has the full resources of a public accounting practice in Birckhead, Roszack, Fulton & Echelberger (BRFE). BRFE works with individuals, businesses, and non-profits in order ensure that all tax related work is conducted with the same amount of detail with which you treat your clients. BRFE is capable of handling a wide array of your accounting needs.

Let BRFE help your business and you take full advantage of the tax system. We can provide you with strategies to reduce your taxes and help advise you on all the changes in the tax code. Allowing BRFE to advise you and prepare your taxes will ensure that everything will be filed timely and accurately. BRFE can also assist in business formation, estate and trust management, business valuations, and additional other services listed below. Services

• Tax planning and preparation
• Income tax planning and accounting for closely held businesses and the self-employed
• Entity selection and planning - "S" Corporations, LLC's, Partnerships and "C" Corporations
• Trust and estate taxation and planning
• Multi-state filings
• Part-year returns
• Representation before the tax authorities
• Business Succession Planning
• Estate & Trust Tax Preparation
• Estate Planning
• Financial Planning
• IRS Representation
• Business Entity Selection
• Business Valuations
• Financial Statement Preparation
• Management Advisory Services
• Retirement Planning
• Estate Planning


BRFE treats its clients as partners, which means that BRFE does not provide audits or reviews for our clients. We are happy to recommend our clients to other firms that provide these services that BRFE has worked with in the past.