Business Details
50+ Years
experience
Your Trusted Omaha Accounting & Tax Services Partner
At McFarlin & Brokke, we pride ourselves on over 60 years of dedicated service to Omaha and the Midwest, built on principles of communication, collaboration, and cash management. Our team of certified public accountants and financial advisors combines decades of experience with a commitment to understanding each client's unique needs. We specialize in accounting, tax preparation, financial planning, and consulting services for individuals and businesses, ensuring transparency, trust, and tailored solutions.Our focus on timely responses, personalized guidance, and IRS audit representation has earned us long-term partnerships with clients across diverse industries. With a blend of seasoned professionals and innovative approaches, we empower clients to save, safeguard, and grow their financial resources. Our commitment extends beyond numberswe prioritize building relationships that support lasting security and prosperity for every client we serve.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Small Business Accounting
IRS Audit Representation
QuickBooks Services
Tax Preparation
Business Consulting
Non-Profit Tax Services
Payroll Solutions
Details
- Year established: 1965
Highlights and features
- We offer over 60 years of combined experience in accounting and tax services.
- Our team provides timely responses to all client inquiries.
- We excel in understanding the unique needs of each business we serve.
- Our firm combines experienced professionals with fresh perspectives.
- We offer personalized financial planning and IRS audit representation.
What people say
Timely responses
Trusted advisors
Understand business goals
Joy to work with
Prosperous future
Services
Personal Financial Planning
Our personal financial planning services help clients achieve long-term financial security by analyzing assets, retirement needs, and risk management strategies. We create customized plans to optimize investment returns, protect families through insurance, and ensure estate growth for heirs. With CPAs and licensed financial advisors on staff, we integrate tax-efficient strategies to maximize wealth preservation and intergenerational transfer.
IRS Audit Representation
We specialize in IRS audit defense, handling all communication and documentation requirements to protect clients from unnecessary tax liabilities. Our team prepares comprehensive responses to audit notices, negotiates settlements, and ensures compliance with tax regulations. With decades of experience resolving payroll tax problems, liens, and levies, we minimize stress and financial risk during IRS proceedings.
Small Business Accounting
Our small business accounting services include bookkeeping, payroll processing, tax compliance, and financial reporting tailored to Omaha-area companies. We provide cash flow forecasting, budgeting, and strategic planning to support growth while maintaining accurate records. Clients benefit from our expertise in business valuations, succession planning, and QuickBooks optimization for operational efficiency.
Retirement Planning
We help clients prepare for retirement by evaluating current financial status, projecting future needs, and developing sustainable withdrawal strategies. Our services cover IRA, 401(k), and SEP plan analysis, Social Security optimization, and tax-efficient retirement income planning. With regular plan reviews, we ensure clients remain on track to achieve comfortable, secure retirement lifestyles.
QuickBooks Services
Our QuickBooks specialists offer setup, training, and troubleshooting services to maximize software effectiveness for businesses. We provide system customization, data migration, and monthly reconciliation support to ensure accurate financial tracking. Clients receive ongoing guidance to leverage QuickBooks features for improved accounting efficiency and real-time business insights.
People
Michael J. Smith
Partner, Shareholder, CPA, President
Michael J. Smith leads McFarlin & Brokke as President, bringing expertise in corporate tax consulting and wealth management. With CPA and certified financial advisor credentials since 2008, he serves business owners in accounting, audits, and strategic planning. Active in community organizations like Make-A-Wish Foundation, he combines professional excellence with local engagement.
Douglas D. Morris
Partner, Shareholder, CPA, Vice President
Douglas D. Morris specializes in tax resolution and business consulting with over a decade of experience. As Vice President, he serves clients in real estate, automotive, and professional services sectors while contributing to community initiatives like Project Wee Care. His dual master's degrees in accounting enhance technical proficiency for complex tax challenges.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, payroll, tax compliance, financial reporting, cash flow forecasting, and QuickBooks support tailored to Omaha-area companies.
How can you help with IRS audit representation?
Our team handles all IRS audit communication, prepares documentation, negotiates settlements, and ensures compliance while protecting clients from excessive tax liabilities through proven defense strategies.
Do you offer personal financial planning services?
Yes, we create customized financial plans covering retirement, estate planning, investment optimization, and risk management with integrated tax strategies for long-term wealth preservation.
What QuickBooks services are available?
We offer QuickBooks setup, training, system optimization, and troubleshooting services to help businesses maximize accounting software efficiency for accurate financial tracking and reporting.
How do you support nonprofit organizations?
We provide specialized tax compliance, financial reporting, and consulting services for nonprofits, ensuring regulatory adherence while supporting mission-driven financial management and grant reporting.
