Skip to main content

Brenner Financial Services

Tax preparation service in Los Gatos, CA (show on map)
Google 4.7
★★★★★
25 reviews

CPA firm in Los Gatos, CA providing tax preparation, tax planning, estate and trust tax preparation, and accounting services since 1981.

Call (408) 395-2300
Navigate to Visit website
Brenner Financial Services website

About

Brenner Financial Services is a CPA firm located at 475 Alberto Way, Suite 110, Los Gatos, CA 95032. The firm has been in business since 1981 and offers personalized, quality service to individual and business clients.

Services include tax preparation and planning, estate and trust tax preparation, consulting services, estate planning, business consulting, business entity selection, business valuations, buying and selling a business, financial forecasts and projections, financial statements, accounting services, reviews and compilations. The firm also offers other specialized services including mergers and acquisitions, asset protection, investment review, bankruptcies, litigation support, cash flow forecasting, employee benefit plans, expert witness services, and internet commerce. They pride themselves on being proactive and responsive to clients' inquiries and suggestions.

In business since 1981 (45+ years)
Small firm with personalized service
Multiple CPAs and Enrolled Agents on staff
Proactive and responsive to client needs
Wide range of specialized services including M&A and asset protection

Services

Tax Preparation

Significant investment in computerized tax preparation and research software enables accurate and efficient preparation of returns for individuals, corporations, partnerships, trusts and estates.

Individuals Corporations Partnerships Trusts and Estates

Tax Planning

Essential element of the tax preparation process. By making tax planning part of your overall business strategy, clients can use their experience and access to the most current new developments in the tax laws to minimize both current and future tax liabilities.

Current tax minimization Future tax planning Tax law updates

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to beneficiaries, provides security for surviving spouse, and can reduce or eliminate the tax due on the transfer of business and other assets.

Asset transfer Spousal security Business succession

Consulting Services

Help businesses identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. Areas include accounting software selection, type of entity selection, business valuations, buying/selling a business, and financial decisions.

Profitability analysis Growth solutions Entity selection

Estate Planning

Facilitates orderly transfer of assets to beneficiaries, provides security for surviving spouse, and reduces or eliminates estate taxes. For business owners, provides for business continuity and succession of ownership.

Estate tax reduction Business continuity Asset transfer

Business Consulting

Help businesses identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. Acts as a sounding board for management and provides comprehensive, flexible strategies.

Profitability solutions Management support Strategic planning

Credentials & Certifications

CPA - Sonja (Brenner) Freeman
CPA - Christy Brenner
EA (Enrolled Agent) - Jane Wu
CPA - Wendy Ou
Notary Public - Yareli Villaverde Benitez

Reviews

Google
Rating
4.7
★★★★★
Reviews
25
"They have provided great tax advice and services for us for years."

Frequently Asked Questions

What services does Brenner Financial Services offer? +

The firm offers tax preparation, tax planning, estate and trust tax preparation, consulting services, estate planning, business consulting, business entity selection, business valuations, buying and selling a business, financial forecasts and projections, financial statements, accounting services, reviews and compilations.

How long has Brenner Financial Services been in business? +

The firm has been in business since 1981, providing over 45 years of service to individual and business clients in the Los Gatos area.

What is the firm's approach to client service? +

The firm prides itself on being proactive and responsive to clients' inquiries and suggestions. Because the firm is relatively small, clients benefit by getting personalized, quality service that is beyond comparison.

What other specialized services are available? +

Due to diverse client base, the firm has gained experience in mergers and acquisitions, asset protection, investment review, bankruptcies, litigation support, cash flow forecasting, employee benefit plans, expert witness services, and internet commerce.

What accounting software does the firm work with? +

The firm provides consulting on accounting software selection and implementation as part of their consulting services.

How can the firm help with business entity selection? +

The firm helps evaluate the pros and cons of each entity type (S corporation, sole proprietor, LLC, etc.) to help determine the most advantageous form of business for the company, considering the tax implications.

Contact Brenner Financial Services

Brenner Financial Services
Category
Tax preparation service
Wheelchair Accessible
Call (408) 395-2300

Location

Location of Brenner Financial Services, 475 Alberto Way # 110, Los Gatos, CA 95032 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Brenner Financial Services?

Reach out today to schedule a consultation.

(408) 395-2300

Related Businesses

Listing issue? Report this listing →
Prioritize this listing: Featured Listing →