Building Your Financial Future, One Plan at a Time
At Brinkman Accounting & Wealth Advisors, we believe everyone deserves a comprehensive plan to build and preserve their financial future. We work with individuals and businesses in the Orlando, Florida area to create customized plans that tackle their unique financial goals and challenges.
What Sets Us Apart?
Our team of experienced professionals takes a personalized and holistic approach to wealth management. We go beyond just numbers and transactions. We take the time to understand your individual aspirations, concerns, and financial situation to develop a tailored plan that aligns with your unique needs and risk tolerance.
Our Services
We offer a comprehensive range of services to meet your diverse financial needs, including:
Individual Services
- Retirement Planning: Secure your future with personalized plans to maximize your retirement accounts, investments, and tax benefits.
- Estate Planning: Ensure your assets are protected and your legacy is secure through wills, trusts, and power of attorney documents.
- Tax Planning: Minimize your tax burden with strategic planning and filing services for both individuals and businesses.
- Investment Services: Partner with experts to build and manage a diversified portfolio that aligns with your financial goals and risk tolerance.
Business Services
- Business Valuation & Advisory: Assess the financial health of your business and make informed decisions regarding financing, acquisitions, and succession planning.
- Financial Planning for Businesses: Develop a tailored plan to maximize profitability, mitigate financial risks, and achieve sustainable growth.
- Tax Services for Businesses: Optimize your tax efficiency through strategic planning and compliance assistance.
- Small Business Support: Receive guidance and support in accounting, bookkeeping, payroll, and financial management.
Our Approach
We believe in open communication, transparency, and collaboration. We provide regular updates, clear explanations, and proactive guidance every step of the way. We are committed to building strong relationships with our clients, and we treat every client like family.
Contact Us Today
Schedule a consultation today and discover the power of a personalized financial plan. We'll work with you to achieve your financial goals and build a secure future.
Overall Experience
Most reviewers have had a positive experience with Brinkman Accounting and Tax Services, praising their expertise, professionalism, and friendly service. Many clients have been using their services for years and appreciate their attention to detail and ability to manage complex tax returns.
Positive Aspects
Several reviewers praised the company's expertise and knowledge in tax preparation and investment portfolio management. They appreciated the personalized service, with many mentioning specific accountants, such as Vernon Hargrave, who took the time to explain tax returns in depth and provided exceptional service.
Negative Experience
One reviewer, however, had a negative experience, citing poor communication and a failure to meet deadlines, which resulted in inconvenience and potential financial losses.
