Financial Planning Services Investment and savings strategies for your future

At Brown Accounting and Tax Solutions, a Grand Rapids CPA firm, we have the skills and expertise to help guide and direct you through complicated financial decisions that affect your future. In order to do this we have set up a strategic alliance with Strategic Wealth Management to provide seamless integration for all of your business and individual financial needs. Our team approach will cause you to have a consistent methodology for the entirety of your financial situation.

When we work with our clients we take into consideration all of your needs including budgeting and saving, taxes, investments, insurance, retirement planning and estate and trust planning to give you a clear picture of how each financial decision you make affects your short and long-term life goals.

As CPAs and trusted advisors, we help you to see beyond your immediate financial concerns to achieve a long term vision for your future.

Our services include:

• Evaluating retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
• Evaluating insurances needs - life, health, disability
• Mutual funds and annuities
• Estate planning
• Retirement and wealth accumulation planning
• College savings planning
• Asset protection
• Business succession planning
• Employee benefit plans
• Trusts and charitable gifting
• Executive compensation plans
• Key employee retention plans
• Buy/sell agreements

As CPAs and trusted advisors, we strive to do what's right for our clients. We'll work with you to design the right plan for your needs.

Contact Us for an FREE Initial Consultation

Send us an e-mail or call us today at 616-350-4122 and ask for Chris Brown to discuss your business needs with an experienced Grand Rapids CPA.