Tax, Accounting & Attest Services

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At Roger A. Brown & Company we know that running a business and figuring out personal accounting can be a headache. Our experienced, knowledgeable team is ready to provide you with personalized services, as needed or on an ongoing basis. Let us help bring you peace of mind.

To access client logins, please click HERE.

Tax Planning and Return Preparation Services

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice. Whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership, we know how to help your business.

Our dedication to you doesn't stop on April 15th. Throughout the year, we keep up-to-date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

Attest Services

Our Attest services will help your organization deter fraud and improve efficiency.  Whether it’s the IRS or Third parties who rely on your financial statements, we will provide you with a detailed and qualified opinion.

Our detailed audits include:

  1. Examination of your company's financial statements' adherence to generally accepted auditing standards
  2. Examination of internal controls
  3. Complete, substantial testing of the information underlying your financial statements
  4. Documentation of our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles

We specialize in the audits of health care organizations, non-profit organizations and retirement plans.

Bookkeeping Services, Client Account Services, and Bill Payment Services

Bookkeeping Services

We are here to help you with all your bookkeeping needs. Simply send us a list of the checks that you have written for the month, a copy of your credit card bill, and online access to your bank statement and we can do the rest. At the end of each month you will have everything the taxing authorities require in a set of accounting records.

Client Account Services

If you prefer, we can help you automate the process yourself by utilizing our Client Bookkeeping Solution, Xero. Your staff can do most of the bookkeeping work and we will help you create complete financial statements.

Our office utilizes Xero,a dynamic and comprehensive online bookkeeping solution.

Bill Payment Services

If you would like a complete solution, we can even take care of all your bills and invoices. We will enter your bills into our system, publish your information into a secure, protected portal, then you let us know which bills to pay. We'll take care of the payment and produce your financial statements. Need to invoice a client? Provide us with a list, we will generate and send the invoices, and track for payment. It’s really that easy.

However you choose to do it, we will make it as easy as possible for you. This will give you the time that you to need to focus on what matters most, whether its managing your business or enjoying life. We are here to help.

Get in Touch

Need some personalized advice?

We're here to help. Get in touch with us and we'll happily guide you in the right direction.

Securities offered through 1st Global CapitalCorp.Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Placing business through 1st Global Insurance Services, Inc. CA Insurance #0D41282. We have individuals licensed to sell securities in the states of AZ, CA, DC, KS, and NV. This is not an offer to sell securities in any other state or jurisdiction.

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