Helping clients achieve financial freedom
At Brumley Robinson & Associates CPAs PLLC, we are a trusted name in the accounting field, proudly serving the Lake Norman areas of Huntersville, Cornelius, Davidson, Mooresville, and Charlotte, North Carolina. For over 35 years, we have been providing quality, efficient service to our clients, offering a wide range of tax and accounting services.
Our Mission
Our mission is to help our clients achieve financial freedom by providing personalized tax and accounting solutions. We believe that every individual and business deserves expert guidance to navigate the complexities of financial planning and compliance. Our team of experienced Certified Public Accountants (CPAs) is dedicated to providing exceptional service, expertise, and support to help our clients achieve their financial goals.
Services for Individuals
We understand that every individual has unique financial needs. Our team of CPAs is committed to providing personalized tax and financial planning services to help you achieve your financial goals. Our services for individuals include:
- Personal Financial Planning: We will work with you to create a personalized financial plan that aligns with your goals and objectives.
- Trust and Estate Planning: We can guide you through the process of setting up a trust, transferring assets, and ensuring compliance with IRS rules.
- Elder Care: We can help you plan for the financial care of a loved one, including Medicaid planning and financial management.
- Self-Employment Services: We can provide tax planning and preparation services for self-employed individuals, including income tax planning and preparation, estate and trust issues.
Services for Businesses
As a small business owner, you wear many hats and juggle a multitude of responsibilities. Our team of CPAs is dedicated to providing expert financial guidance to help you focus on growing your business. Our services for businesses include:
- Bookkeeping and Accounting: We can provide comprehensive bookkeeping and accounting services, including financial statement preparation and tax compliance.
- QuickBooks Setup and Training: Our team of QuickBooks experts can set up and train you on the use of QuickBooks for your business.
- Tax Planning and Preparation: We can provide personalized tax planning and preparation services to minimize your tax liability and ensure compliance with IRS regulations.
- 1099 Compliance: We can help ensure that you're following IRS regulations regarding 1099 compliance.
Why Choose Us
At Brumley Robinson & Associates CPAs PLLC, we pride ourselves on providing exceptional service, expertise, and support to our clients. We understand that every individual and business has unique financial needs, and we are committed to providing personalized solutions to help you achieve your financial goals.
