Business Details
45 Years
experience
Trusted Tax & Bookkeeping Services
Harrigan & Brient Associates, Inc. has provided personalized accounting and tax services since 1981, founded on the principle that clients thrive when they fully understand their financial landscape. Led by Suzanne Whitney - an Enrolled Agent with over 25 years of hands-on experience - our firm specializes in tax preparation, strategic planning, and comprehensive bookkeeping solutions tailored to individual business needs. We maintain meticulous financial records through customized QuickBooks expertise, payroll reporting, and sales tax compliance while offering proactive guidance to minimize liabilities and maximize savings.Our consultative approach ensures clients receive individualized attention, with specialized services including IRS representation, tax entity reviews, and financial recalculations at any time. Built on multi-generational expertise from founders Robert Harrigan and Suzanne Brient to current leader Suzanne Whitney, we continue delivering trusted financial stewardship focused on long-term client relationships rather than transactional interactions.
Services
Tax Preparation
Bookkeeping Services
Payroll Reporting
Sales Tax Reporting
QuickBooks Expertise
Strategic Tax Planning
IRS Representation
Details
- Year established: 1981
Highlights and features
- Enrolled Agent with IRS representation authority since 1981
- Multi-generational expertise spanning over 40 years
- Customized QuickBooks solutions for financial accuracy
- Proactive tax planning to maximize savings opportunities
- Personalized consultations for comprehensive financial understanding
Associations and certifications
- National Association of Enrolled Agents
- California Society of Enrolled Agents
What people say
Excellent organization
Went to bat for me
Straightened out completely
Services
Tax Preparation
Comprehensive tax preparation services covering all entity types and jurisdictions. Our Enrolled Agent expertise ensures accurate filings while maximizing deductions and credits. We specialize in resolving complex tax situations through meticulous documentation and strategic planning, providing clients with confidence in their compliance while optimizing financial outcomes.
Bookkeeping Services
Customized bookkeeping solutions maintaining precise financial records. Utilizing advanced QuickBooks expertise, we deliver bank reconciliations, payroll reporting, and sales tax compliance tailored to business operations. Our systematic approach ensures accurate financial tracking, enabling informed decision-making and streamlined tax preparation processes for clients.
Strategic Tax Planning
Proactive tax planning using the safe harbor method minimizes liabilities while maximizing savings opportunities. We analyze current financial situations and provide recommendations for tax entity choices, estimated tax calculations, and long-term planning strategies that align with clients' business goals and personal financial objectives.
IRS Representation
Federally authorized Enrolled Agent representation for IRS matters including audits, collections, and appeals. Our proven track record demonstrates expertise in resolving complex tax issues through thorough documentation, strategic communication, and comprehensive understanding of tax codes to protect client interests.
Consultative Approach
Personalized consultations develop tailored financial strategies addressing each client's unique circumstances. We combine decades of experience with attentive listening to provide actionable insights, proactive recommendations, and ongoing support that evolves with clients' changing business environments and personal financial needs.
People
Suzanne Whitney
Enrolled Agent
Lead Enrolled Agent with 25+ years of experience specializing in tax compliance and strategic planning. Successfully resolved complex IRS cases including audit representation and appeals while maintaining membership in national tax professional organizations.
Questions
What tax services do you offer?
We provide comprehensive tax preparation for all states and entity types, strategic planning using the safe harbor method, IRS representation, and tax entity reviews.
How do you handle bookkeeping services?
Our customized bookkeeping includes QuickBooks management, profit and loss statements, bank reconciliations, payroll reporting, and sales tax compliance tailored to business needs.
What makes your firm different?
Multi-generational expertise since 1981 with Enrolled Agent credentials enables personalized IRS representation and proactive financial strategies for long-term client success.
Can you assist with tax audits?
Yes, as federally authorized Enrolled Agents, we provide full IRS representation for audits, collections, and appeals with proven resolution capabilities.
Do you serve individuals or only businesses?
We cater to both individuals and businesses, offering specialized tax planning and financial management solutions for all taxpayer types since 1981.
