Business Details
Proactive Tax Strategies for Individuals & Small Businesses
Founded by Brooke M. Pettengill, CPA, our firm has grown from 24 clients to over 800 through proactive tax strategies and strategic planning. We specialize in tailored solutions for individuals and small businesses with taxable incomes exceeding $100k, focusing on anticipating challenges and seizing opportunities year-round. Our team of certified professionals brings 60+ years of combined experience to optimize tax efficiency, enhance cash flow, and safeguard financial futures.We collaborate with financial advisors and estate attorneys to provide holistic financial guidance, ensuring clients make informed decisions. With a commitment to accuracy, transparency, and client education, we transform tax preparation into a strategic advantage for long-term success.
Services
Tax Preparation
Strategic Tax Planning
Business Coaching
Tax Compliance
Cash Flow Management
Retirement Planning
Investment Portfolio Tax Services
Real Estate Tax Strategies
Proactive Tax Positioning
Business Advisory Services
Highlights and features
- We provide strategic tax analysis to maximize savings.
- Our value-based fees deliver exceptional client value.
- We focus on overall client well-being, including retirement planning.
- We ensure accurate, high-quality tax work with meticulous attention to detail.
- We respect your time with prompt, clear communication.
Associations and certifications
- CPA (Certified Public Accountant)
Services
Tax Preparation
We deliver precise tax preparation for individuals and small businesses, ensuring compliance while optimizing deductions and credits. Our proactive approach identifies savings opportunities and addresses potential issues before filing. Clients receive clear explanations of their returns to enhance financial literacy.
Strategic Tax Planning
Our year-round tax planning aligns financial goals with proactive strategies to minimize liabilities. We analyze income, investments, and business operations to implement tailored solutions. This forward-thinking approach safeguards assets and supports long-term wealth growth.
Business Coaching
We provide personalized coaching for small business owners to improve decision-making and operational efficiency. Our guidance covers growth strategies, leadership development, and financial optimization. Clients gain actionable insights to drive sustainable business success.
Cash Flow Management
Our cash flow solutions help businesses track income and expenses to maintain liquidity. We develop customized systems for budgeting, forecasting, and expense control. This ensures financial stability and supports strategic investment decisions.
Retirement Planning
We integrate retirement and estate planning into tax strategies to secure long-term financial health. Our analysis includes 401(k)s, IRAs, and estate updates to align with evolving goals. Clients receive comprehensive guidance to protect their legacies.
People
Brooke M. Pettengill
Founder and CEO
With over 20 years of experience, Brooke leads BMP CPA as a CPA specializing in proactive tax strategies and business coaching. Her meticulous approach ensures optimized returns and client education. Under her leadership, the firm grew from 24 to 800+ clients.
Rachelle Blackwell
Executive Office Coordinator
Rachelle manages office operations and client support at BMP CPA, combining tech expertise with proactive service. She also offers life coaching and contributes to community initiatives. Her organizational skills ensure seamless client experiences during tax season.
Questions
What tax services do you offer for high-income individuals?
We provide tailored tax preparation, strategic planning, and retirement optimization for individuals with taxable incomes over $100k, focusing on maximizing deductions and long-term financial security.
How do you support small business owners beyond tax filing?
We offer business coaching, cash flow management, and advisory services to help small businesses streamline operations, improve decision-making, and achieve sustainable growth through proactive planning.
What makes your tax approach different from other firms?
Our proactive, year-round strategy anticipates challenges and leverages opportunities before tax season, combining technical expertise with personalized education to empower informed financial decisions.
How can I securely share documents with your team?
We use SafeSend for encrypted document exchange, including electronic signatures and secure file transfers, ensuring confidentiality and compliance with industry security standards.
Do you work with clients outside your local area?
Yes, we serve clients nationwide through digital tools that facilitate remote collaboration, document sharing, and virtual consultations without compromising service quality or accessibility.
