Business Details
42 Years
experience
Your Trusted Tax & Accounting Experts Since 1984
At Brumfield Franks Tax, we prioritize proactive tax planning and accounting solutions tailored to our clients' needs. With over 35 years of combined experience, our team, including certified QuickBooks specialists, delivers personalized services to individuals and small businesses in Bellingham, Washington. We focus on simplifying complex financial matters, offering on-site training, remote support, and comprehensive tax strategies to minimize liabilities legally.Our approach emphasizes long-term client relationships, ensuring accurate recordkeeping, timely reporting, and strategic financial guidance. We are committed to empowering clients with the tools and knowledge to achieve their business goals while navigating evolving tax laws and economic challenges.
Services
Bookkeeping
Tax Preparation
Financial Planning
Estate Planning
Business Solutions
Details
- Year established: 1984
Highlights and features
- We offer 35+ years of combined experience in tax and accounting.
- Our team provides free initial consultations to assess client needs.
- We specialize in proactive tax planning to legally minimize liabilities.
- Certified QuickBooks specialists deliver tailored software training and support.
- We prioritize personalized service with on-site and remote assistance options.
Associations and certifications
- QuickBooks Certified ProAdvisor
What people say
Expert tax planning
Personalized QuickBooks training
Knowledgeable team
Proactive financial advice
Reliable support
Services
Certified Bookkeeping for QuickBooks
We specialize in certified QuickBooks bookkeeping services tailored to small businesses. Our team ensures accurate financial records, streamlined payroll processing, and customized accounting system setups. Clients receive on-site and remote training to maximize QuickBooks efficiency, with ongoing support to resolve technical issues and optimize financial reporting for informed decision-making.
Tax Preparation
Our tax preparation services cover individual and business returns, including federal, state, and specialized filings. We focus on proactive tax planning to minimize liabilities through strategies like income shifting and deduction optimization. Clients benefit from our expertise in evolving tax laws and representation during IRS inquiries, ensuring compliance and long-term savings.
Financial Planning
We offer comprehensive financial planning to help clients achieve personal and business goals. Services include retirement strategy development, investment diversification, and cash flow management. Our approach emphasizes education and actionable plans to reduce financial anxiety, with tools like net worth assessments and savings calculators to track progress over time.
Estate/Gift Planning
Our estate and gift planning services address tax-efficient wealth transfer strategies. We assist with estate tax returns, trust creation, and gifting techniques to minimize tax burdens. By integrating legal and financial expertise, we help clients structure assets for probate efficiency and intergenerational wealth preservation aligned with their long-term objectives.
Business Solutions
We provide tailored business solutions including organizational structure advice, cash flow management, and profitability analysis. Our team helps startups and established businesses with financing strategies, credit policy development, and operational efficiency improvements. Services extend to corporate formation support and strategic planning to enhance customer retention and sustainable growth.
People
Kristi Franks
Senior Accountant
Kristi Franks, Senior Tax Accountant, holds a BA in Accounting from Western Washington University. With 8 years of experience and QuickBooks certification, she specializes in small business taxation and provides tailored financial guidance to clients in Bellingham.
Daniel Brumfield
Senior Tax Advisor
Daniel Brumfield, co-founder, has 35 years of accounting experience. A former comptroller for a multinational firm, he offers expertise in tax law revisions and strategic financial planning, helping businesses navigate complex regulatory environments.
Jessica Hubbard
Bookkeeper
Jessica Hubbard, a bookkeeper with an Associates Degree from Whatcom Community College, brings small business accounting expertise. She handles data entry and office administration while supporting clients with tailored financial recordkeeping solutions.
Jennifer Brumfield
Paralegal
Jennifer Brumfield, a paralegal with 30+ years of experience, specializes in probate and corporate law. Her legal expertise enhances the firm's estate planning services, ensuring seamless business formation and probate process support for clients.
Teresa Helm
Staff Accountant
Teresa Helm, a Staff Accountant with a diploma in Business Office Bookkeeping, manages financial records accuracy. Her experience includes working at a CPA firm and providing detailed general ledger reporting to support clients' financial transparency.
Questions
What tax services do you offer for small businesses?
We provide corporate tax returns, payroll tax filings, and strategic tax planning to minimize liabilities for small businesses.
Do you offer QuickBooks training for beginners?
Yes, we offer certified QuickBooks training both onsite and remotely, tailored to your business's specific needs.
How can you help with estate tax planning?
Our team develops tax-efficient wealth transfer strategies, including gifting techniques and trust creation to reduce estate tax burdens.
What financial planning tools are available?
We provide net worth assessments, retirement savings calculators, and investment diversification strategies to support long-term financial goals.
Are your services available remotely?
Yes, we offer remote QuickBooks support and virtual consultations for clients outside Bellingham, WA.
What sets you apart from other accounting firms?
Our combination of 35+ years of experience, certified QuickBooks expertise, and personalized client relationships ensures tailored financial solutions.
