Financial planner
Brisbois Capital Management
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Wilmington hasn't published exact rates. Get a personalized quote for accurate numbers.
Todd Brisbois, CPA operates from 11 Middlesex Ave #1, Wilmington, MA 01887 in Wilmington, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. The preparer is registered with the IRS via the Preparer Tax Identification Number (PTIN) system to file federal returns on behalf of clients.
Reported areas of practice include Tax Advisory & Planning. On Google Business Profile, the firm is categorized as a financial planner. Public Google reviews show a 5-star rating across 1 ratings.
For taxpayers in Wilmington, the firm handles federal Form 1040 returns, Massachusetts state income tax filings, and supporting schedules for self-employment, investment income, and rental property. Common engagements at this credential level also include estimated tax planning, prior-year amended returns, and IRS notice response.
Brisbois Capital Management is a tax professional firm situated in Wilmington, Massachusetts, dedicated to assisting clients with their tax-related financial needs. The firm's primary focus is on Tax Advisory & Planning, serving both individuals and businesses within the local community and surrounding regions. As a tax professional, Brisbois Capital Management provides guidance designed to help clients navigate the complexities of tax regulations and optimize their tax positions. Their work in Tax Advisory & Planning involves developing strategic approaches to manage current and future tax liabilities, ensuring compliance with evolving tax laws, and identifying opportunities for tax efficiency. This specialization underscores a commitment to proactive financial management, enabling clients to make informed decisions regarding their income, investments, and business operations. The firm aims to offer clear, practical tax advice to support clients in achieving their financial objectives.
Brisbois Capital Management specializes exclusively in Tax Advisory & Planning, offering comprehensive support for clients navigating the complexities of tax regulations and seeking to optimize their financial positions.Tax Advisory & Planning: This core service involves providing strategic guidance and proactive solutions to both individuals and businesses on a wide array of tax matters. For individual clients, Tax Advisory & Planning can encompass detailed advice on income tax strategies, understanding the tax implications of investments, planning for retirement savings, and considering estate tax scenarios. The goal is to help individuals structure their finances efficiently to manage their personal tax liabilities effectively. For business clients, this specialization extends to developing strategies for corporate tax, navigating deductions and credits, managing payroll tax obligations, and planning for significant business transactions or expansions with tax efficiency in mind. This service focuses on proactive tax management, helping clients anticipate future tax obligations, identify potential opportunities for savings, and ensure ongoing compliance with evolving tax laws. It involves a thorough analysis of each client's unique financial situation to develop tailored strategies that align with their specific goals. By providing clear, actionable insights, Brisbois Capital Management empowers clients to make informed decisions regarding their income, assets, and business operations from a tax perspective, ensuring they are well-prepared for tax filing seasons and major financial events.
We welcome inquiries from prospective individual and business clients. Please contact our office to discuss your specific tax advisory and planning needs and to determine if we are the right fit for your situation.
Our pricing for tax advisory and planning services is typically based on the scope and complexity of the work involved. We aim to provide transparency and will discuss our fee structure with you during an initial consultation.
To make our initial consultation productive, please gather any relevant financial documents such as recent tax returns, income statements, investment summaries, and details of significant financial events or goals you wish to discuss.
Yes, our focus on Tax Advisory & Planning means we emphasize ongoing strategies throughout the year. We work with clients proactively to address tax implications as they arise, not just during filing periods.
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