Business Details
Trusted Tax and Financial Strategy Experts
Founded by Brooke M. Pettengill, CPA, BMP, CPA LLC has evolved from a small practice serving 24 clients to a dynamic team of five professionals managing over 800 clients. Our proactive approach to tax preparation and strategic planning focuses on anticipating challenges and seizing opportunities year-round. We specialize in tailored solutions for individuals with taxable incomes above $100k and small business owners seeking growth, cash flow optimization, and compliance.Our teams 60+ years of combined experience ensures meticulous attention to detail, while our collaborative philosophy integrates financial advisors, attorneys, and estate planners for holistic financial strategies. Client relationships are built on transparency, prompt communication, and empowering clients to become informed taxpayers. Our value-based fee structure prioritizes long-term financial wellness over transactional interactions.
Services
Tax Preparation
Strategic Tax Planning
Business Coaching
Advisory Services
Tax Positioning
Highlights and features
- We respect your time with prompt, clear communication.
- Our team has 60+ years of combined CPA expertise.
- We offer secured confidential document exchange.
- We provide strategic tax analysis for maximum savings.
- We focus on client well-being beyond tax compliance.
Associations and certifications
- Certified Public Accountants (CPA)
Services
Tax Preparation
Our Tax Preparation service ensures accurate and timely filing for individuals and businesses. Specializing in complex scenarios involving dependents, investments, and real estate, we identify potential issues proactively. Clients benefit from meticulous compliance, optimized refunds, and reduced liabilities through our forward-thinking strategies.
Strategic Tax Planning
Strategic Tax Planning at BMP, CPA LLC focuses on year-round financial optimization. We analyze changing life circumstances, business growth, and tax law updates to create adaptable strategies. By collaborating with financial advisors and attorneys, we ensure tax efficiency aligns with retirement, estate, and business goals.
Business Coaching
Our Business Coaching service empowers small business executives to navigate growth, streamline operations, and enhance decision-making. Tailored guidance addresses leadership development, cash flow management, and strategic pivots. Clients gain actionable insights to drive measurable performance improvements and long-term success.
Advisory Services
Advisory Services at BMP, CPA LLC integrate tax analysis with broader financial planning. We provide data-driven recommendations on investment optimization, estate updates, and risk mitigation. Our collaborative approach ensures clients make informed decisions aligned with both immediate needs and future aspirations.
Tax Positioning
Tax Positioning involves proactive year-round strategies to anticipate challenges and seize opportunities. We help clients structure financial decisions to minimize liabilities, enhance cash flow, and adapt to evolving personal or business landscapes through personalized, forward-looking plans.
People
Brooke M. Pettengill
Founder and CEO
Brooke M. Pettengill has over 20 years of experience in proactive tax preparation, strategic planning, and business coaching. As founder, she leads BMP, CPA LLC, transforming clients into educated taxpayers through meticulous strategies and innovative approaches.
Rachelle Blackwell
Executive Office Coordinator
Rachelle Blackwell manages office operations and client support at BMP, CPA LLC. Her tech-savviness ensures efficient service delivery, while her life coaching practice extends her passion for empowering others beyond the workplace.
Questions
What services does BMP, CPA LLC offer?
We provide tax preparation, strategic planning, business coaching, and advisory services for individuals and small businesses.
How does BMP, CPA LLC ensure client confidentiality?
We use secured document exchange platforms and strict protocols to protect all client information.
Do you specialize in specific client income levels?
Yes, we focus on individuals with taxable incomes above $100k and proactive small business owners.
What makes BMP, CPA LLC different from other accountants?
Our proactive approach combines tax expertise with business coaching and holistic financial strategies tailored to long-term success.
