Individual & Business Taxation

Proactive strategy and precise preparation that reduce your burden and maximize savings — for businesses and individuals alike.

Tax Planning & Preparation

Answers, not just more questions.

Developing your own tax strategies and preparing your own income tax return amidst ever-changing and complex regulations can be tasks that leave you with more questions than answers. The tax professionals at Brickley DeLong specialize in strategic tax planning and preparation, and problem-solving for businesses and individuals. We use our extensive experience and wealth of knowledge to develop strategies and to be proactive business professionals.

Our Tax Practice

From first projection to final return.

Whether you’re running a company, filing personally, or planning a legacy, we tailor our approach to your goals. If you’re not sure where to start, don’t hesitate to reach out.

01

///

Business Tax

Planning & Compliance

Proactive strategy and precise preparation for closely-held businesses, acquisitions and sales, and multi-state operations.

02

///

Individual Tax

Preparation & Strategy

Personal tax preparation, planning, and federal and state income-tax reduction strategies built around your life and goals.

03

///

Trust & Estate

Returns & Representation

Estate, trust, and gift tax returns, succession planning, and representation before the IRS and state agencies.

01

With you at every stage

Business Tax

From day-one strategy through year-end filing, we help closely-held businesses reduce their tax burden and plan confidently for what’s next — including acquisitions, sales, and succession. We can also connect clients with trusted referral partners who conduct research and development tax credit and cost segregation studies to identify potential tax savings through specialized analysis.

///

Planning & Compliance

Closely-held business tax planning and preparation, with proactive strategies to reduce federal and state income tax year over year.

///

Acquisitions & Succession

Tax planning for business acquisitions and sales, plus estate and business succession planning that protects what you’ve built.

///

State, Local & International

State and local tax, multi-state filings, and international tax planning and preparation for businesses that cross borders and state lines.

back business tax

02

Personal & Family

Individual Tax

Individual tax preparation and planning built around your full financial picture, not just last year’s return. We look ahead to anticipate changes and reduce surprises before they arrive.

Our professionals develop federal and state income-tax reduction strategies, coordinate estate and succession planning, and stay current on constantly evolving tax codes through frequent conferences, seminars, and trainings.

03

A clear path through estate planning

Trust & Estate

We make it a goal to understand each client’s needs and unique situation, then explain in detail the alternate strategies available and the consequences and benefits of each. No jargon, no pressure. Just a clear view of your options.

Because good estate planning is a team effort, we work alongside your other professional advisors to develop a plan that is genuinely customized to you.

Your Estate Planning Team

We coordinate with the specialists already in your corner.