Explore Our Services

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

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What We Offer

We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.

  • For businesses primarily needing annual compliance support.

    • Business and personal tax preparation

    • Annual tax-planning review

    • Year-end financial review

    • Tax filing reminders and guidance

  • For owners who want ongoing financial visibility and proactive planning.

    • Everything in Tax & Compliance

    • Quarterly financial reviews

    • Bookkeeping and financial reporting

    • Quarterly tax planning

    • QuickBooks support

    • Payroll and sales-tax support, as applicable

    • Business advisory consultations

  • For businesses needing a hands-on financial partner.

    • Everything in Quarterly Advisory

    • Monthly financial reviews

    • Cash-flow monitoring and forecasting

    • Budget-to-actual analysis

    • Strategic planning and decision support

    • Tax strategy throughout the year

    • Priority advisory access

  • Contact us for a custom proposal that fits your needs

Our Process

A clear path forward.

No confusing handoffs or one-size-fits-all packages. We start by understanding what you need and build from there.

Connect

Start with a focused conversation about your business, priorities, and current challenges.

Move forward

You receive a clear proposal and a straightforward onboarding plan with defined next steps.

Assess

We review your current setup and identify the work, timeline, and support that will create value.

  • "Alex at Brennan CPA & Advisory Services has been excellent to work with — very responsive, knowledgeable, and they make everything straightforward. Highly recommend."

    Current Client

  • "Alex Brennan scheduled to consult with me regarding small business concerns. In a brief conversation, my mind was put to ease. Alex guided me through each explanation and advised if further assistance is needed he can gladly assist. I’ll be looking to Alex for advice on any future accounting needs."

    Former Client

  • "Mr. Brennan helped me get my personal and business taxes filed expeditiously and thoroughly. He helped me find personal and business expenses i would have otherwise overlooked."

    Current Client

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Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.