Tax Planning & Returns

We are two firms built into one team. As CPAs, we provide customized tax planning and tax return preparation in coordination with your investment plan and portfolios. This helps reduce missed opportunities to enhance your finances. The Brickley team plans and addresses your future tax picture while finding opportunities to respond to throughout the year.

Tax Planning Offerings

Capital gain and loss timing
Stock option planning
Retirement modeling
Tax deferred retirement plans
Business succession planning
Residential or rental property
Plan cash needs for tax payments

Brickley versus Others

The Benefits of Having a Combined CPA & Financial Advisor at Your Service

Services

Brickley

CPA Only

Financial Advisor Only

Fully Integrated CPA &  Investment Advisory Services

We combine tax, investment, and financial planning into one seamless approach.

Label

Brickley

CPA Only

Brickley

Financial Advisor Only

Brickley

Comprehensive Financial Planning

Beyond just tax preparation or investment management, we create a full financial roadmap.

Label

Brickley

CPA Only

Brickley

Financial Advisor Only

Brickley

Tax-Smart Investment Management

We ensure investments are structured and managed with tax efficiency in mind.

Label

Brickley

CPA Only

Brickley

Financial Advisor Only

Brickley

Proactive Tax Planning

We don’t just prepare taxes—we develop forward-looking tax strategies.

Label

Brickley

CPA Only

Brickley

Financial Advisor Only

Brickley

Tax Preparation

As a full CPA firm, we handle personal, trust, and gift tax preparation.

Label

Brickley

CPA Only

Brickley

Financial Advisor Only

Brickley

Guidance on Major  Financial Decisions

We help navigate liquidity events, retirement timing, real estate, and more.

Label

Brickley

CPA Only

Brickley

Financial Advisor Only

Brickley

Liquidity Planning for  Business Owners

We provide tax and investment guidance for business owners selling their company to maximize after-tax proceeds and long-term financial security.

Label

Brickley

CPA Only

Brickley

Financial Advisor Only

Brickley

Liquidity Planning for  Real Estate Sales

We integrate real estate transaction proceeds into a broader financial and tax strategy, considering capital gains planning and reinvestment options.

Label

Brickley

CPA Only

Brickley

Financial Advisor Only

Brickley

Multi-Generational Wealth  & Estate Structuring

We develop long-term strategies to preserve and transfer family wealth.

Label

Brickley

CPA Only

Brickley

Financial Advisor Only

Brickley

Stock Options Planning

We integrate tax and investment strategies to optimize stock-based compensation.

Label

Brickley

CPA Only

Brickley

Financial Advisor Only

Brickley

Company Stock & Equity

Maximize and understand your company stock with a personalized plan from Brickley. From establishing your financial goals to considering tax implications, we help evaluate opportunities and risks that can promote long term growth. Whether you’re a new employee, starting up or going public, we’ll guide you with every step.

Explore our wealth management services

We Work With:

ISOs (incentive stock option)
RSUs (restricted stock units)
NQSOs (non-qualified stock options)
ESPPs (employee stock purchase plan)
Section 10b5-1 Trading Plans
QSBS (qualified small business stock)

Tax Planning

Tax Planning & Returns