Mission and Values
Welcome to Brock CPA, a firm dedicated to being a preeminent service provider and partner to businesses and individuals seeking a relationship-based, consultative approach to tax, accounting, and business advisory needs.
We are honored to embrace the role of advocate and guide for clients. We listen to your needs and actively look ahead to develop strategies to help you make decisions that will be beneficial to you, your family and your business.
We believe in teamwork and working together with your attorneys and investment professionals to best serve you. After all, “Bringing It All Together” is what we do best.
The Internal Revenue Code and income tax returns can be complex and dizzying at times. A CPA can help you understand what applies to you and your situation while helping you look to the future. Your CPA can assist you to minimize your tax liability and help chart the path to financial success for you and your family.
Whether you are operating or considering starting a business, evaluating investment opportunities, starting a family and so much more, a CPA helps you navigate the challenges and decisions you will face every step of the way.
In addition to guiding you to make the best financial decisions for the future of your family or your business, your CPA will also represent you in the unlikely event that the IRS asks questions about your return.
A CPA is not just a number cruncher and tax preparer, we are business and financial strategists that can help you manage your resources and wade through the complex and ever-changing tax laws to maximize and reach your financial goals.
Tax Planning & Compliance
Guidance and creativity from a knowledgeable professional who identifies and implements tax planning strategies that limit present and future tax liabilities.
We enjoy learning how your business works and how we can help you grow to become more successful and profitable. We go beyond just tax advice.
Estate, Trust & Succession Planning
Brock CPA will help provide peace of mind as you prepare for the future and the transfer of your estate, assets or business to your beneficiaries.
Our firm can help you to develop and maintain well-organized and accurate financial records for your business.
Compilations & Reviews
Brock CPA can provide timely and efficient financial statement engagements because we get to know your business. We offer two levels of financial statement preparation for your business needs.