Subscription Accounting · Est. 2025

Your accountant.
All year long.

Not just at tax time.

One monthly membership gives you a dedicated accountant in your corner year-round — for taxes, questions, bookkeeping, and everything in between.

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Make more. Save more. Stress less about taxes.

Why Brooks & Co.

Accounting that works
like a retainer.

Most people only hear from their accountant once a year — right before the tax deadline. We think that's backwards.

Your finances don't take a year off, and neither do we. With a Brooks & Co. membership, you get a real accountant available year-round for questions big and small, tax planning, bookkeeping, and proactive advice — all for one flat monthly fee.

No surprise invoices. No waiting until April. Just an expert in your corner when you actually need one.

See How It Works
Free Download · Tax Year 2025

Individual Tax Prep Checklist

Everything you need to gather before filing — written in plain English, no accounting degree required.

  • Personal info & ID documents
  • Income — W-2s, 1099s & more
  • Retirement & investments
  • Deductions & credits
  • Life changes that affect your return
  • Health insurance documents

Enter your email below to get the free PDF →

Free Resource

Tax Prep Checklist
2025.

Stop scrambling every spring. Our 2-page checklist walks you through exactly what to gather — written for everyday people, not accountants.

  • 01Personal info — SSN, ID documents, bank account for your refund
  • 02Income — W-2s, all 1099 types, Social Security & unemployment
  • 03Retirement & investments — 401k, IRA contributions, stock sales
  • 04Deductions & credits — mortgage, donations, student loans, childcare
  • 05Life changes — marriage, new baby, home purchase, side hustle
  • 06Health insurance — Marketplace plans, HSA contributions & spending

Get Your Free Checklist

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No spam. Unsubscribe anytime. We respect your privacy.

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Or explore our membership options below.

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The Brooks & Co. Difference

One membership.
Everything covered.

We built this firm around one idea — that you deserve an accountant who shows up all year, not just in April.

01

Year-Round Access

Got a question in July? Text us. Starting a side hustle in September? Let's talk. We're here every month, not just at tax time.

02

One Flat Fee

No surprise invoices. No hourly billing. One monthly membership covers everything — taxes, questions, bookkeeping, and proactive advice.

03

Tailored to You

Every membership is custom-quoted based on your actual situation — not a package that sort-of fits. We build a plan around your needs.

Membership Tiers

Find your fit.

Every membership is custom-priced after a free consultation. We'll learn your situation and build a plan that actually makes sense for you.

For Individuals

Personal

For salaried employees, W-2 earners, and anyone who wants a real accountant available year-round — not just at tax time.

  • Federal & state tax return
  • Unlimited tax questions
  • W-2, 1099 & investment income
  • Retirement contribution planning
  • Year-round financial advisory
  • Dedicated accountant
Schedule a Free Consultation
For Small Businesses

Business

Full-service accounting for LLCs, S-Corps, and local businesses that need a trusted financial partner all year long.

  • Everything in Self-Employed
  • Monthly bookkeeping
  • Business tax return
  • P&L & financial reporting
  • Payroll advisory & 1099 filing
  • CFO-level advisory on demand
  • Custom pricing for your needs
Schedule a Free Consultation

All memberships are custom-quoted after a free consultation. Email us to get started.

From the Blog

Insights from
our desk.

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02
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What Is A Tax Return? A Beginner’s Guide to Filing Taxes

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Mar 09, 2026