B. Brown's Tax Preparation & Bookkeeping LLC

Trusts

Why pick this one

B. Brown's Tax Preparation & Bookkeeping LLC provides tax-business software, e-filing, onboarding, and mastery training.

Best for

  • new tax professionals launching a tax business
  • tax professionals needing e-filing and client-management software
  • tax bureau owners seeking marketing guidance and personal coaching
  • teams needing multi-user tax software and white-labeled branding

Look elsewhere if

  • trust formation or trust administration services are required
  • a local service-area tax preparer is required
  • legal advice about trusts is required

Specialties

  • tax preparation software
  • e-filing setup
  • tax or service bureau launch support
  • tax business training and mentorship

What makes them different

  • Basic package includes tax preparation software, e-filing capabilities, simple client management, and email support
  • Onboarding process includes an onboarding meeting and mastery training
  • Personal coaching covers marketing strategies, business setup advice, and growth planning
  • Packages are available for new tax professionals, scaling teams, and full-service bureau setups
  • Basic package is listed at $149 and requires a PTIN but not an EFIN

Distilled from this business's own website.

Contact & Location

Address
2025 Brentwood St, High Point, NC 27263
Phone
+17438674117
Website
https://prosperitytaxpro.com/

Services

  • tax preparation
  • bookkeeping
  • tax business software
  • e-filing
  • client management
  • service bureau setup
  • marketing guidance
  • business coaching

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