BrookHaven™ is committed to purposefully-driven tax strategies, providing efficient services to a diverse range of clients. Our expertise extends to business owners, high-net-worth individuals, and multi-generational families, ensuring personalized solutions tailored to your specific needs.
Proactive Tax Strategies
Our proactive strategies enhance tax efficiency. You pay less because we pay attention to every detail.
Mergers & Acquisitions
We’re committed to tax-efficient transactions, seamless integration, and optimal financial outcomes that prioritize planning for both the business and its owners.
We ensure your transaction is optimized for liquidity and tax efficiency — ensuring a smooth transition to your next chapter.
Next-Gen Wealth Transfer & Gifting Strategies
We build effective wealth transfer and gifting tax strategies—minimizing taxes for future generations and preserving your legacy.
Trust-Favored Tax Structures
We leverage the benefits of trust-favored tax structures to protect and preserve your wealth.
Real Estate Tailored Tax Solutions
We maximize your returns on real estate investments with our tailored tax solutions.
Business Structure Analysis & Tax Optimization
Our team analyzes your business structure, identifies opportunities for tax optimization, and provides strategic recommendations for improved tax outcomes.
Cryptocurrency Tax Compliance
Our experts navigate the complexities of cryptocurrency taxation, ensuring your compliance and minimizing tax liabilities.
Philanthropic Tax Planning
Our team helps you develop tax-efficient philanthropic strategies, maximizing the impact of your charitable giving while minimizing your tax obligations.
Outsourced CFO Services
We offer expert financial oversight, reporting, and analysis, helping you make informed decisions and optimizing your financial reporting and analysis.
Accounting & Bill Pay (Personal & Business)
Accuracy and Compliance— simplify your financial management with our comprehensive accounting and bill pay services.
Tax Compliance & Reporting
We ensure accurate and timely filings, minimizing the risk of penalties and keeping you in good standing with tax authorities
Tax Dispute Resolution
We guide you through the dispute resolution process, working towards minimizing potential liabilities.